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Portfolio (Quarterly) Guide ↗

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

· CIK 0000842180
13F Portfolio $14.3B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 252 Added 369 Reduced 39 Exited
Page 6 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDLZ MONDELEZ INTL INC Consumer Defensive 140,744.0 $8.1M 0.06% -70K -33.2% $57.46 +4.6%
102 MSI MOTOROLA SOLUTIONS INC Technology 18,428.0 $8.0M 0.06% -2K -8.5% $433.22 -8.8%
103 EUFN ISHARES TR 227,680.0 $7.9M 0.06% -146K -39.1% $34.66 +11.8%
104 BSX BOSTON SCIENTIFIC CORP Healthcare 124,774.0 $7.8M 0.06% -10K -7.7% $62.61 -27.7%
105 GEV GE VERNOVA INC Utilities 8,980.0 $7.8M 0.06% -6K -39.3% $868.69 +27.7%
106 EWJ ISHARES MSCI JAPAN ETF 93,277.0 $7.8M 0.06% -7K -7.3% $83.62 +15.1%
107 CCJ CAMECO CORP Energy 73,950.0 $7.8M 0.05% -13K -15.1% $105.25 +1.2%
108 BIIB BIOGEN INC Healthcare 42,471.0 $7.8M 0.05% -104K -71.1% $182.95 +7.5%
109 RTX RTX CORPORATION Industrials 39,836.0 $7.7M 0.05% -759.0 -1.9% $192.80 -3.7%
110 BLOCK INC 127,443.0 $7.6M 0.05% -24K -16.1% $59.43
111 VMC VULCAN MATLS CO Basic Materials 26,992.0 $7.3M 0.05% -8K -23.6% $271.02 +8.8%
112 JBL JABIL INC Technology 27,519.0 $7.2M 0.05% -1K -4.7% $263.29 +41.2%
113 EW EDWARDS LIFESCIENCES CORP Healthcare 88,434.0 $7.1M 0.05% -146K -62.2% $79.72 +9.6%
114 BBEU J P MORGAN EXCHANGE TRADED F 96,922.0 $7.0M 0.05% -31K -24.3% $72.01 +9.0%
115 HAL HALLIBURTON CO Energy 174,351.0 $6.8M 0.05% -24K -12.2% $39.06 -10.6%
116 NET CLOUDFLARE INC Technology 33,573.0 $6.7M 0.05% -33K -49.9% $200.99 +11.5%
117 STZ CONSTELLATION BRANDS INC Consumer Defensive 44,013.0 $6.6M 0.05% -86K -66.0% $149.96 -5.9%
118 CHTR CHARTER COMMUNICATIONS INC N Communication Services 29,076.0 $6.3M 0.04% -5K -15.1% $215.88 -41.5%
119 EXPE EXPEDIA GROUP INC Consumer Cyclical 27,082.0 $6.3M 0.04% -365.0 -1.3% $230.89 +4.3%
120 XLK TECHNOLOGY SELECT SECTOR SPDR FUND 47,059.0 $6.2M 0.04% -665K -93.4% $132.39 +44.6%
Page 6 of 19  ·  369 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.4%
Technology 31.3%
Communication Services 10.5%
Consumer Cyclical 7.0%
Healthcare 6.7%
Consumer Defensive 2.7%
Industrials 2.6%
Energy 1.9%
Basic Materials 1.3%
Utilities 1.0%