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Portfolio (Quarterly) Guide ↗

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

· CIK 0000842180
13F Portfolio $16.1B AUM 733 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 237 Added 401 Reduced 47 Exited
Page 6 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PGR PROGRESSIVE CORP Financial Services 40,656.0 $8.9M 0.06% -4K -7.9% $218.16 +2.6%
102 PLD PROLOGIS INC. Real Estate 64,884.0 $8.8M 0.06% -10K -13.8% $135.44 +5.9%
103 EMR EMERSON ELEC CO Industrials 61,118.0 $8.7M 0.05% -1K -2.3% $143.16 +10.1%
104 MSCI MSCI INC Financial Services 15,308.0 $8.6M 0.05% -127.0 -0.8% $560.01 +2.0%
105 NOC NORTHROP GRUMMAN CORP Industrials 16,845.0 $8.6M 0.05% -3K -17.2% $508.33 +8.1%
106 CI THE CIGNA GROUP Healthcare 30,116.0 $8.3M 0.05% -2K -5.0% $275.75 +1.7%
107 BIIB BIOGEN INC Healthcare 37,631.0 $8.1M 0.05% -5K -11.4% $216.10 +0.9%
108 VOO VANGUARD S&P 500 ETF 11,496.0 $7.9M 0.05% -1K -8.5% $687.94 +2.0%
109 VMC VULCAN MATLS CO Basic Materials 25,761.0 $7.6M 0.05% -1K -4.6% $294.52 -6.3%
110 GEV GE VERNOVA INC Utilities 6,208.0 $7.3M 0.04% -3K -30.9% $1173.46 -19.7%
111 BP BP PLC Energy 194,577.0 $7.2M 0.04% -2K -1.0% $36.96 +18.3%
112 ENTERGY CORP NEW 62,481.0 $7.2M 0.04% -4K -6.5% $114.68
113 EOG EOG RES INC Energy 54,339.0 $7.0M 0.04% -939.0 -1.7% $129.56 +15.9%
114 CNC CENTENE CORP DEL Healthcare 109,025.0 $7.0M 0.04% -16K -12.7% $64.18 +2.3%
115 NTAP NETAPP INC Technology 43,717.0 $6.8M 0.04% -6K -12.3% $154.60 +20.9%
116 PM PHILIP MORRIS INTL INC Consumer Defensive 36,405.0 $6.6M 0.04% -8K -18.4% $180.76 +5.9%
117 EWW ISHARES MSCI MEXICO ETF 87,319.0 $6.6M 0.04% -75K -46.4% $75.35 +2.4%
118 SYF SYNCHRONY FINANCIAL Financial Services 84,894.0 $6.5M 0.04% -576.0 -0.7% $76.06 +5.2%
119 DASH DOORDASH INC Communication Services 34,343.0 $6.3M 0.04% -6K -14.1% $184.39 +24.2%
120 NTRS NORTHERN TR CORP Financial Services 35,988.0 $6.3M 0.04% -272.0 -0.8% $173.84 +7.4%
Page 6 of 21  ·  401 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
Technology 38.3%
Financial Services 30.1%
Communication Services 8.6%
Consumer Cyclical 7.7%
Healthcare 6.2%
Industrials 2.7%
Consumer Defensive 2.4%
Energy 1.4%
Utilities 1.1%
Basic Materials 1.1%