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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 8 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HON HONEYWELL INTL INC Industrials 21,112.0 $4.8M 0.03% -2K -10.2% $225.80 +1.4%
142 UNP UNION PAC CORP Industrials 19,591.0 $4.7M 0.03% -6K -22.7% $242.45 +6.0%
143 L LOEWS CORP Financial Services 44,274.0 $4.7M 0.03% -805.0 -1.8% $106.73 +0.5%
144 OMC OMNICOM GROUP INC Communication Services 62,308.0 $4.7M 0.03% -11K -15.3% $75.31 -5.3%
145 ZS ZSCALER INC Technology 33,328.0 $4.7M 0.03% -3K -8.0% $140.05 -11.2%
146 BA BOEING CO Industrials 23,471.0 $4.7M 0.03% -32K -58.0% $198.79 +12.0%
147 ULTA ULTA BEAUTY INC Consumer Cyclical 8,911.0 $4.7M 0.03% -3K -26.6% $522.72 -12.7%
148 SBUX STARBUCKS CORP Consumer Cyclical 51,784.0 $4.6M 0.03% -81K -60.9% $89.26 +12.8%
149 TMUS T-MOBILE US INC Communication Services 21,536.0 $4.5M 0.03% -90K -80.7% $210.55 -13.7%
150 ENPH ENPHASE ENERGY INC Energy 122,631.0 $4.5M 0.03% -31K -20.4% $36.88 +41.7%
151 MGA MAGNA INTL INC Consumer Cyclical 82,542.0 $4.5M 0.03% -1K -1.6% $53.99 +21.0%
152 ECL ECOLAB INC Basic Materials 16,404.0 $4.4M 0.03% -176.0 -1.1% $265.97 +1.2%
153 CINF CINCINNATI FINL CORP Financial Services 27,102.0 $4.3M 0.03% -353.0 -1.3% $157.35 +8.2%
154 CHRW C H ROBINSON WORLDWIDE INC Industrials 25,656.0 $4.3M 0.03% -363.0 -1.4% $166.07 +11.4%
155 RF REGIONS FINANCIAL CORP NEW Financial Services 163,079.0 $4.3M 0.03% -4K -2.6% $26.12 +9.6%
156 DGX QUEST DIAGNOSTICS INC Healthcare 21,518.0 $4.2M 0.03% -348.0 -1.6% $195.97 -0.5%
157 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 13,512.0 $4.1M 0.03% -114.0 -0.8% $304.02 +14.7%
158 FISV FISERV INC Technology 73,466.0 $4.1M 0.03% -5K -6.6% $55.67 -14.0%
159 CNC CENTENE CORP DEL Healthcare 124,918.0 $4.1M 0.03% -56K -31.1% $32.62 +87.1%
160 SNA SNAP ON INC Industrials 11,092.0 $4.0M 0.03% -155.0 -1.4% $363.22 +6.6%
Page 8 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%