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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 14 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OXY OCCIDENTAL PETE CORP Energy 130,792.0 $6.4M 0.04% +37K +39.5% $48.69 +20.8%
262 DASH DOORDASH INC Communication Services 34,343.0 $6.3M 0.04% -6K -14.1% $184.39 +27.0%
263 NTRS NORTHERN TR CORP Financial Services 35,988.0 $6.3M 0.04% -272.0 -0.8% $173.84 +7.4%
264 ALB ALBEMARLE CORP Basic Materials 46,450.0 $6.3M 0.04% $134.57 -0.5%
265 MSI MOTOROLA SOLUTIONS INC Technology 15,010.0 $6.2M 0.04% -3K -18.6% $415.25 +17.0%
266 WSM WILLIAMS SONOMA INC Consumer Cyclical 26,205.0 $6.1M 0.04% -399.0 -1.5% $233.48 +0.6%
267 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 157,931.0 $6.1M 0.04% -912.0 -0.6% $38.72 +63.0%
268 LQDA LIQUIDIA CORPORATION Healthcare 78,789.0 $6.0M 0.04% -63K -44.6% $76.73 -7.1%
269 CFG CITIZENS FINL GROUP INC Financial Services 84,727.0 $5.9M 0.04% -486.0 -0.6% $70.07 -0.5%
270 EWC ISHARES MSCI CANADA ETF 102,833.0 $5.9M 0.04% +14K +16.3% $57.54 +8.7%
271 DKNG DRAFTKINGS INC NEW Consumer Cyclical 234,620.0 $5.9M 0.04% -14K -5.6% $25.08 +3.4%
272 BA BOEING CO Industrials 26,940.0 $5.8M 0.04% +3K +14.8% $216.22 -2.3%
273 HPE HEWLETT PACKARD ENTERPRISE C Technology 128,206.0 $5.7M 0.04% -126K -49.5% $44.46 +20.4%
274 TPR TAPESTRY INC Consumer Cyclical 38,905.0 $5.7M 0.04% +3K +7.4% $146.48 -11.0%
275 MGA MAGNA INTL INC Consumer Cyclical 85,795.0 $5.6M 0.04% +3K +3.9% $65.75 +1.9%
276 RL RALPH LAUREN CORP Consumer Cyclical 14,048.0 $5.6M 0.04% $401.43 -9.1%
277 OTIS OTIS WORLDWIDE CORP Industrials 78,615.0 $5.6M 0.04% +47K +146.2% $71.60 +0.6%
278 FFIV F5 INC Technology 13,517.0 $5.6M 0.04% -392.0 -2.8% $415.96 -8.5%
279 CLS CELESTICA INC Technology 15,454.0 $5.6M 0.04% -103.0 -0.7% $360.85 -16.6%
280 ZM ZOOM COMMUNICATIONS INC Technology 64,959.0 $5.6M 0.04% -13K -17.1% $85.79 +19.2%
Page 14 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%