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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 10 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IDXX IDEXX LABS INC Healthcare 24,013.0 $12.6M 0.08% +281.0 +1.2% $526.41 +6.3%
182 MCHP MICROCHIP TECHNOLOGY INC. Technology 137,569.0 $12.5M 0.08% +11K +8.8% $90.77 -18.2%
183 KRE SPDR S&P REGIONAL BANKING ETF 161,987.0 $12.1M 0.07% +50K +44.8% $74.70 +0.1%
184 DE DEERE & CO Industrials 18,773.0 $11.9M 0.07% -702.0 -3.6% $632.52 +2.5%
185 EUFN ISHARES TR 301,357.0 $11.7M 0.07% +74K +32.4% $38.92 +9.1%
186 BX BLACKSTONE INC Financial Services 98,478.0 $11.6M 0.07% +20K +26.0% $117.49 +22.3%
187 GSK GSK PLC Healthcare 219,939.0 $11.5M 0.07% -131K -37.3% $52.42 -1.2%
188 PG PROCTER AND GAMBLE CO Consumer Defensive 78,087.0 $11.4M 0.07% -29K -27.0% $146.57 +0.0%
189 HIPPO HLDGS INC 403,590.0 $11.4M 0.07% $28.26
190 CIEN CIENA CORP Technology 23,338.0 $11.4M 0.07% -4K -14.1% $488.38 -23.8%
191 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 119,486.0 $11.3M 0.07% +27K +29.1% $94.74 -1.8%
192 SPGI S&P GLOBAL INC Financial Services 27,734.0 $11.3M 0.07% -2K -6.3% $407.23 +6.9%
193 EWJ ISHARES MSCI JAPAN ETF 120,390.0 $11.2M 0.07% +27K +29.1% $93.34 +1.6%
194 ISHARES CURRENCY HEDGED MSCI JAPAN ETF 173,243.0 $11.2M 0.07% $64.47
195 FICO FAIR ISAAC CORP Technology 9,185.0 $11.0M 0.07% +152.0 +1.7% $1194.31 -2.3%
196 SO SOUTHERN CO Utilities 114,388.0 $10.9M 0.07% -23K -16.9% $95.61 -5.8%
197 TOL TOLL BROTHERS INC Consumer Cyclical 66,467.0 $10.9M 0.07% $164.40 -10.3%
198 GE GE AEROSPACE Industrials 29,009.0 $10.8M 0.07% -11K -26.9% $373.60 -8.5%
199 AJG GALLAGHER ARTHUR J & CO Financial Services 47,030.0 $10.8M 0.07% -8K -15.1% $229.16 +18.7%
200 TROW PRICE T ROWE GROUP INC Financial Services 94,637.0 $10.8M 0.07% +88K +1261.7% $113.69 -1.2%
Page 10 of 37  ·  733 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%