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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 15 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WDAY WORKDAY INC Technology 38,164.0 $5.0M 0.04% -39K -50.7% $129.73 -9.9%
282 RL RALPH LAUREN CORP Consumer Cyclical 14,087.0 $4.8M 0.03% +127.0 +0.9% $343.78 +20.1%
283 WSM WILLIAMS SONOMA INC Consumer Cyclical 26,604.0 $4.8M 0.03% -1K -4.8% $181.84 +24.8%
284 BLK BLACKROCK INC Financial Services 5,039.0 $4.8M 0.03% $959.71 +9.4%
285 EWC ISHARES MSCI CANADA ETF 88,451.0 $4.8M 0.03% -7K -7.2% $54.49 +6.2%
286 FOXA FOX CORP Communication Services 82,383.0 $4.8M 0.03% -5K -5.4% $58.30 -10.4%
287 HON HONEYWELL INTL INC Industrials 21,112.0 $4.8M 0.03% -2K -10.2% $225.80 +1.4%
288 UNP UNION PAC CORP Industrials 19,591.0 $4.7M 0.03% -6K -22.7% $242.45 +6.0%
289 L LOEWS CORP Financial Services 44,274.0 $4.7M 0.03% -805.0 -1.8% $106.73 +0.5%
290 ON ON SEMICONDUCTOR CORP Technology 76,420.0 $4.7M 0.03% +3K +3.8% $61.68 +97.2%
291 OMC OMNICOM GROUP INC Communication Services 62,308.0 $4.7M 0.03% -11K -15.3% $75.31 -5.3%
292 ZS ZSCALER INC Technology 33,328.0 $4.7M 0.03% -3K -8.0% $140.05 -10.9%
293 BA BOEING CO Industrials 23,471.0 $4.7M 0.03% -32K -58.0% $198.79 +12.0%
294 ULTA ULTA BEAUTY INC Consumer Cyclical 8,911.0 $4.7M 0.03% -3K -26.6% $522.72 -12.7%
295 WELL WELLTOWER INC Real Estate 23,456.0 $4.6M 0.03% +611.0 +2.7% $197.59 +4.6%
296 SBUX STARBUCKS CORP Consumer Cyclical 51,784.0 $4.6M 0.03% -81K -60.9% $89.26 +12.8%
297 CBOE CBOE GLOBAL MKTS INC Financial Services 16,252.0 $4.6M 0.03% +13K +404.9% $281.07 -11.4%
298 AVAV AEROVIRONMENT INC Industrials 25,516.0 $4.5M 0.03% NEW $178.01 -4.7%
299 TMUS T-MOBILE US INC Communication Services 21,536.0 $4.5M 0.03% -90K -80.7% $210.55 -13.7%
300 XLV HEALTH CARE SELECT SECTOR SPDR FUND 31,200.0 $4.5M 0.03% +4K +13.8% $145.27 +2.8%
Page 15 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%