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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 11 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KHC KRAFT HEINZ CO Consumer Defensive 450,542.0 $10.7M 0.07% +62K +15.9% $23.67 +8.4%
202 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 20,330.0 $10.6M 0.07% +14K +203.7% $522.51 +2.1%
203 HPQ HP INC Technology 478,365.0 $10.5M 0.07% -40K -7.8% $21.96 +30.1%
204 VICI VICI PPTYS INC Real Estate 394,027.0 $10.5M 0.07% +8K +2.2% $26.55 +0.9%
205 MTD METTLER TOLEDO INTERNATIONAL Healthcare 8,124.0 $10.4M 0.07% -348.0 -4.1% $1277.28 +9.5%
206 DLTR DOLLAR TREE INC Consumer Defensive 85,312.0 $10.3M 0.06% +2K +1.8% $120.95 +13.1%
207 KMB KIMBERLY-CLARK CORP Consumer Defensive 92,977.0 $10.2M 0.06% +718.0 +0.8% $109.79 +1.4%
208 ON ON SEMICONDUCTOR CORP Technology 108,629.0 $10.2M 0.06% +32K +42.1% $93.77 -23.3%
209 AFL AFLAC INC Financial Services 86,551.0 $10.1M 0.06% -1K -1.3% $117.25 +0.8%
210 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 110,248.0 $10.1M 0.06% +3K +2.9% $91.90 -1.3%
211 PEP PEPSICO INC Consumer Defensive 74,355.0 $10.1M 0.06% -9K -10.8% $135.90 +6.5%
212 JBL JABIL INC Technology 25,623.0 $9.9M 0.06% -2K -6.9% $385.23 -20.9%
213 ELV ELEVANCE HEALTH INC Healthcare 25,060.0 $9.7M 0.06% +12K +99.3% $386.76 +4.1%
214 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 20,811.0 $9.7M 0.06% +5K +28.2% $464.14 -11.6%
215 FAST FASTENAL CO Industrials 200,250.0 $9.6M 0.06% -3K -1.4% $48.03 +6.8%
216 URI UNITED RENTALS INC Industrials 8,491.0 $9.6M 0.06% -827.0 -8.9% $1130.59 -4.2%
217 UNP UNION PAC CORP Industrials 34,477.0 $9.4M 0.06% +15K +76.0% $271.66 +14.1%
218 PINS PINTEREST INC Communication Services 442,048.0 $9.3M 0.06% +37K +9.1% $20.99 +11.8%
219 HYG ISHARES TR 115,299.0 $9.2M 0.06% $79.81 -0.1%
220 HD HOME DEPOT INC Consumer Cyclical 25,940.0 $9.1M 0.06% -9K -24.9% $352.50 -4.3%
Page 11 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%