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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 9 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FFIV F5 INC Technology 13,909.0 $4.0M 0.03% -358.0 -2.5% $289.04 +33.4%
162 TER TERADYNE INC Technology 13,779.0 $3.9M 0.03% -881.0 -6.0% $285.80 +53.2%
163 CNI CANADIAN NATL RY CO Industrials 38,000.0 $3.9M 0.03% -42K -52.5% $102.77 +10.4%
164 LH LABCORP HOLDINGS INC Healthcare 14,588.0 $3.9M 0.03% -195.0 -1.3% $266.79 -4.1%
165 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 53,472.0 $3.9M 0.03% -813.0 -1.5% $72.55 +5.7%
166 CANADIAN PACIFIC KANSAS CITY 48,400.0 $3.8M 0.03% -58K -54.3% $78.66
167 VTRS VIATRIS INC Healthcare 280,376.0 $3.8M 0.03% -4K -1.5% $13.51 +16.4%
168 VRSN VERISIGN INC Technology 15,079.0 $3.7M 0.03% -7K -32.1% $248.36 +6.7%
169 FTV FORTIVE CORP Technology 67,406.0 $3.7M 0.03% -1K -1.6% $55.28 +10.4%
170 XLE ENERGY SELECT SECTOR SPDR FUND 63,444.0 $3.6M 0.03% -105K -62.3% $57.22 -6.0%
171 CARR CARRIER GLOBAL CORPORATION Industrials 64,173.0 $3.6M 0.03% -23K -26.7% $56.11 +28.0%
172 J JACOBS SOLUTIONS INC Industrials 28,112.0 $3.6M 0.03% -1K -4.7% $127.03 -4.8%
173 GPN GLOBAL PMTS INC Industrials 52,407.0 $3.5M 0.03% -11K -17.1% $67.00 -0.2%
174 INCY INCYTE CORP Healthcare 36,743.0 $3.5M 0.02% -469.0 -1.3% $94.12 +4.4%
175 HUBS HUBSPOT INC Technology 14,115.0 $3.4M 0.02% -2K -11.4% $244.01 -27.9%
176 JBHT HUNT J B TRANS SVCS INC Industrials 16,178.0 $3.4M 0.02% -252.0 -1.5% $211.90 +28.0%
177 HOLOGIC INC 45,213.0 $3.4M 0.02% -672.0 -1.5% $75.59
178 PH PARKER-HANNIFIN CORP Industrials 3,752.0 $3.4M 0.02% -70.0 -1.8% $894.22 +6.6%
179 BBY BEST BUY INC Consumer Cyclical 51,552.0 $3.3M 0.02% -34K -39.7% $64.15 +16.5%
180 XLU UTILITIES SELECT SECTOR SPDR FUND 71,120.0 $3.2M 0.02% -16K -18.7% $45.57 -1.8%
Page 9 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%