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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 7 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MSI MOTOROLA SOLUTIONS INC Technology 15,010.0 $6.2M 0.04% -3K -18.6% $415.25 +16.0%
122 WSM WILLIAMS SONOMA INC Consumer Cyclical 26,205.0 $6.1M 0.04% -399.0 -1.5% $233.48 +1.8%
123 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 157,931.0 $6.1M 0.04% -912.0 -0.6% $38.72 +60.6%
124 LQDA LIQUIDIA CORPORATION Healthcare 78,789.0 $6.0M 0.04% -63K -44.6% $76.73 -8.4%
125 CFG CITIZENS FINL GROUP INC Financial Services 84,727.0 $5.9M 0.04% -486.0 -0.6% $70.07 +0.2%
126 DKNG DRAFTKINGS INC NEW Consumer Cyclical 234,620.0 $5.9M 0.04% -14K -5.6% $25.08 +3.6%
127 HPE HEWLETT PACKARD ENTERPRISE C Technology 128,206.0 $5.7M 0.04% -126K -49.5% $44.46 +17.9%
128 FFIV F5 INC Technology 13,517.0 $5.6M 0.04% -392.0 -2.8% $415.96 -8.9%
129 CLS CELESTICA INC Technology 15,454.0 $5.6M 0.04% -103.0 -0.7% $360.85 -18.4%
130 ZM ZOOM COMMUNICATIONS INC Technology 64,959.0 $5.6M 0.04% -13K -17.1% $85.79 +22.2%
131 RTX RTX CORPORATION Industrials 28,937.0 $5.5M 0.03% -11K -27.4% $189.67 +10.3%
132 F FORD MTR CO Consumer Cyclical 381,751.0 $5.3M 0.03% -95K -20.0% $13.89 +0.3%
133 CRWV COREWEAVE INC Technology 53,396.0 $5.2M 0.03% -38K -41.6% $97.54 -11.6%
134 LMT LOCKHEED MARTIN CORP Industrials 10,263.0 $5.2M 0.03% -2K -13.9% $507.46 +11.2%
135 AMP AMERIPRISE FINL INC Financial Services 11,279.0 $5.2M 0.03% -761.0 -6.3% $458.76 +22.3%
136 STZ CONSTELLATION BRANDS INC Consumer Defensive 36,227.0 $5.0M 0.03% -8K -17.7% $138.88 -0.9%
137 CINF CINCINNATI FINL CORP Financial Services 26,698.0 $4.9M 0.03% -404.0 -1.5% $185.14 -7.5%
138 NU NU HOLDING LTD Financial Services 369,088.0 $4.9M 0.03% -43K -10.5% $13.26 +11.3%
139 RF REGIONS FINANCIAL CORP NEW Financial Services 161,063.0 $4.9M 0.03% -2K -1.2% $30.20 +1.4%
140 BSX BOSTON SCIENTIFIC CORP Healthcare 113,479.0 $4.8M 0.03% -11K -9.1% $42.65 +14.9%
Page 7 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%