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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 12 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KMI KINDER MORGAN INC DEL Energy 283,213.0 $9.1M 0.06% -200K -41.3% $31.97 -3.0%
222 EL LAUDER ESTEE COS INC Consumer Defensive 114,583.0 $9.0M 0.06% -7K -5.5% $78.95 +31.9%
223 RMD RESMED INC Healthcare 46,400.0 $9.0M 0.06% +412.0 +0.9% $194.88 +19.3%
224 IHF ISHARES TR 163,510.0 $9.0M 0.06% +82K +100.0% $55.23 +3.7%
225 BBEU J P MORGAN EXCHANGE TRADED F 115,943.0 $9.0M 0.06% +19K +19.6% $77.61 +4.1%
226 KO COCA COLA CO Consumer Defensive 109,866.0 $8.9M 0.06% -20K -15.3% $81.42 +13.0%
227 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 106,291.0 $8.9M 0.06% +76K +251.0% $83.52 +4.7%
228 PGR PROGRESSIVE CORP Financial Services 40,656.0 $8.9M 0.06% -4K -7.9% $218.16 +2.6%
229 PLD PROLOGIS INC. Real Estate 64,884.0 $8.8M 0.06% -10K -13.8% $135.44 +5.9%
230 EMR EMERSON ELEC CO Industrials 61,118.0 $8.7M 0.05% -1K -2.3% $143.16 +10.1%
231 MDLZ MONDELEZ INTL INC Consumer Defensive 148,473.0 $8.6M 0.05% +8K +5.5% $57.85 +11.8%
232 MSCI MSCI INC Financial Services 15,308.0 $8.6M 0.05% -127.0 -0.8% $560.01 +2.0%
233 NOC NORTHROP GRUMMAN CORP Industrials 16,845.0 $8.6M 0.05% -3K -17.2% $508.33 +8.1%
234 CI THE CIGNA GROUP Healthcare 30,116.0 $8.3M 0.05% -2K -5.0% $275.75 +1.7%
235 ILF ISHARES LATIN AMERICA 40 ETF 244,200.0 $8.2M 0.05% +38K +18.3% $33.72 +3.1%
236 VLTO VERALTO CORP Industrials 92,605.0 $8.2M 0.05% +14K +18.5% $88.65 +12.1%
237 BIIB BIOGEN INC Healthcare 37,631.0 $8.1M 0.05% -5K -11.4% $216.10 +0.9%
238 EW EDWARDS LIFESCIENCES CORP Healthcare 88,413.0 $8.0M 0.05% $90.31 +0.2%
239 CCJ CAMECO CORP Energy 79,102.0 $8.0M 0.05% +5K +7.0% $100.86 +1.4%
240 MMM 3M CO Industrials 49,059.0 $8.0M 0.05% +11K +29.9% $162.19 +10.4%
Page 12 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%