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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 10 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MTD METTLER TOLEDO INTERNATIONAL Healthcare 8,472.0 $10.7M 0.07% -155.0 -1.8% $1260.68 -9.2%
182 VICI VICI PPTYS INC Real Estate 385,680.0 $10.5M 0.07% -8K -1.9% $27.32 -3.8%
183 HIPPO HLDGS INC 403,590.0 $10.5M 0.07% $26.06
184 SANDISK CORP 16,585.0 $10.5M 0.07% +7K +65.4% $632.02
185 CIEN CIENA CORP Technology 27,164.0 $10.4M 0.07% NEW $381.07 +12.4%
186 RMD RESMED INC Healthcare 45,988.0 $10.3M 0.07% -890.0 -1.9% $224.48 -16.0%
187 HPQ HP INC Technology 518,840.0 $9.9M 0.07% +79K +17.9% $19.10 +23.0%
188 PLD PROLOGIS INC. Real Estate 75,250.0 $9.9M 0.07% -906.0 -1.2% $131.68 +6.7%
189 KO COCA COLA CO Consumer Defensive 129,657.0 $9.9M 0.07% -30K -18.6% $76.04 +4.4%
190 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 107,143.0 $9.9M 0.07% -58K -35.0% $91.97 -5.6%
191 CUK CARNIVAL PLC Consumer Cyclical 381,380.0 $9.8M 0.07% NEW $25.77 +6.6%
192 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 158,843.0 $9.7M 0.07% -35K -17.9% $61.34 -28.8%
193 ROST ROSS STORES INC Consumer Cyclical 45,034.0 $9.7M 0.07% -6K -11.3% $215.68 +7.9%
194 FICO FAIR ISAAC CORP Technology 9,033.0 $9.6M 0.07% -353.0 -3.8% $1067.01 +2.8%
195 AFL AFLAC INC Financial Services 87,701.0 $9.6M 0.07% -1K -1.6% $109.71 +5.3%
196 GDX VANECK VECTORS GOLD MINERS ETF 107,540.0 $9.6M 0.07% NEW $89.36 -7.7%
197 RBLX ROBLOX CORP Technology 170,756.0 $9.6M 0.07% +67K +64.0% $56.18 -8.3%
198 ISHARES CURRENCY HEDGED MSCI JAPAN ETF 173,243.0 $9.5M 0.07% +1K +0.6% $54.83
199 EWG ISHARES MSCI GERMANY ETF 240,314.0 $9.5M 0.07% +29K +13.9% $39.45 +5.2%
200 FAST FASTENAL CO Industrials 203,097.0 $9.4M 0.07% -3K -1.4% $46.40 -1.1%
Page 10 of 37  ·  726 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%