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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 13 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VOO VANGUARD S&P 500 ETF 11,496.0 $7.9M 0.05% -1K -8.5% $687.94 +2.0%
242 VMC VULCAN MATLS CO Basic Materials 25,761.0 $7.6M 0.05% -1K -4.6% $294.52 -6.3%
243 XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 68,130.0 $7.3M 0.04% +14K +26.7% $107.22 +4.8%
244 GEV GE VERNOVA INC Utilities 6,208.0 $7.3M 0.04% -3K -30.9% $1173.46 -19.7%
245 TER TERADYNE INC Technology 15,250.0 $7.3M 0.04% +1K +10.7% $476.57 -23.4%
246 BP BP PLC Energy 194,577.0 $7.2M 0.04% -2K -1.0% $36.96 +18.3%
247 EXPE EXPEDIA GROUP INC Consumer Cyclical 28,032.0 $7.2M 0.04% +950.0 +3.5% $256.04 +32.5%
248 ENTERGY CORP NEW 62,481.0 $7.2M 0.04% -4K -6.5% $114.68
249 EOG EOG RES INC Energy 54,339.0 $7.0M 0.04% -939.0 -1.7% $129.56 +15.9%
250 CNC CENTENE CORP DEL Healthcare 109,025.0 $7.0M 0.04% -16K -12.7% $64.18 +2.3%
251 EZU ISHARES MSCI EUROZONE ETF 97,529.0 $6.8M 0.04% +8K +9.2% $69.54 +2.6%
252 NTAP NETAPP INC Technology 43,717.0 $6.8M 0.04% -6K -12.3% $154.60 +20.9%
253 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 74,388.0 $6.7M 0.04% +71K +1890.6% $90.00 +13.8%
254 CHTR CHARTER COMMUNICATIONS INC N Communication Services 46,584.0 $6.6M 0.04% +18K +60.2% $142.01 +5.8%
255 PM PHILIP MORRIS INTL INC Consumer Defensive 36,405.0 $6.6M 0.04% -8K -18.4% $180.76 +5.9%
256 EWW ISHARES MSCI MEXICO ETF 87,319.0 $6.6M 0.04% -75K -46.4% $75.35 +2.4%
257 HAL HALLIBURTON CO Energy 191,035.0 $6.5M 0.04% +17K +9.6% $33.98 +1.9%
258 SYF SYNCHRONY FINANCIAL Financial Services 84,894.0 $6.5M 0.04% -576.0 -0.7% $76.06 +5.2%
259 AAL AMERICAN AIRLS GROUP INC Industrials 356,497.0 $6.4M 0.04% +51K +16.8% $18.09 -24.6%
260 MAR MARRIOTT INTL INC NEW Consumer Cyclical 17,377.0 $6.4M 0.04% +803.0 +4.8% $370.12 -2.7%
Page 13 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%