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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 14 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SYF SYNCHRONY FINANCIAL Financial Services 85,470.0 $5.8M 0.04% -2K -2.4% $67.99 +10.7%
262 EZU ISHARES MSCI EUROZONE ETF 89,309.0 $5.6M 0.04% -13K -12.7% $62.23 +11.4%
263 MMM 3M CO Industrials 37,763.0 $5.5M 0.04% -449.0 -1.2% $144.88 +10.8%
264 F FORD MTR CO Consumer Cyclical 476,976.0 $5.5M 0.04% +122K +34.4% $11.47 +22.4%
265 JD JD.COM INC Consumer Cyclical 186,404.0 $5.5M 0.04% +94K +102.2% $29.26 -5.8%
266 DELL DELL TECHNOLOGIES INC Technology 34,397.0 $5.4M 0.04% -5K -13.0% $158.07 +159.4%
267 COP CONOCOPHILLIPS Energy 40,931.0 $5.4M 0.04% -13K -24.8% $132.14 -18.5%
268 MAR MARRIOTT INTL INC NEW Consumer Cyclical 16,574.0 $5.4M 0.04% -5K -22.4% $325.92 +21.6%
269 AEM AGNICO EAGLE MINES LTD Basic Materials 27,233.0 $5.4M 0.04% +5K +22.9% $198.05 -15.9%
270 MARA MARA HOLDINGS INC Financial Services 664,835.0 $5.4M 0.04% +373K +128.1% $8.07 +76.2%
271 AMP AMERIPRISE FINL INC Financial Services 12,040.0 $5.3M 0.04% -7K -38.4% $444.32 +5.2%
272 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 16,231.0 $5.3M 0.04% +2K +16.1% $325.50 +42.0%
273 DKNG DRAFTKINGS INC NEW Consumer Cyclical 248,524.0 $5.3M 0.04% +22K +9.9% $21.24 +24.2%
274 LQDA LIQUIDIA CORPORATION Healthcare 142,241.0 $5.3M 0.04% -15K -9.5% $37.03 +91.9%
275 IGF ISHARES GLOBAL INFRASTRUCTURE ETF 77,781.0 $5.2M 0.04% NEW $66.67 -0.5%
276 FXI ISHARES CHINA LARGE-CAP ETF 146,590.0 $5.2M 0.04% -117K -44.4% $35.23 -5.5%
277 CFG CITIZENS FINL GROUP INC Financial Services 85,213.0 $5.1M 0.04% -1K -1.6% $59.97 +11.9%
278 TPR TAPESTRY INC Consumer Cyclical 36,230.0 $5.1M 0.04% -30K -45.4% $140.85 +1.9%
279 NTAP NETAPP INC Technology 49,872.0 $5.1M 0.04% +584.0 +1.2% $101.92 +56.7%
280 NTRS NORTHERN TR CORP Financial Services 36,260.0 $5.1M 0.04% -42K -53.7% $139.57 +23.3%
Page 14 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%