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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 15 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 44,967.0 $5.5M 0.03% +247.0 +0.6% $122.94 +32.6%
282 RTX RTX CORPORATION Industrials 28,937.0 $5.5M 0.03% -11K -27.4% $189.67 +10.3%
283 CANADIAN PACIFIC KANSAS CITY 62,940.0 $5.5M 0.03% +15K +30.0% $86.65
284 CASY CASEYS GEN STORES INC Consumer Cyclical 6,806.0 $5.4M 0.03% +6K +827.2% $793.98 +7.6%
285 F FORD MTR CO Consumer Cyclical 381,751.0 $5.3M 0.03% -95K -20.0% $13.89 +0.3%
286 CRWV COREWEAVE INC Technology 53,396.0 $5.2M 0.03% -38K -41.6% $97.54 -11.6%
287 LMT LOCKHEED MARTIN CORP Industrials 10,263.0 $5.2M 0.03% -2K -13.9% $507.46 +11.2%
288 AMP AMERIPRISE FINL INC Financial Services 11,279.0 $5.2M 0.03% -761.0 -6.3% $458.76 +22.3%
289 CHRW C H ROBINSON WORLDWIDE INC Industrials 27,287.0 $5.1M 0.03% +2K +6.4% $188.02 -24.0%
290 ZTS ZOETIS INC Healthcare 70,403.0 $5.1M 0.03% +40K +129.2% $71.85 +7.4%
291 STZ CONSTELLATION BRANDS INC Consumer Defensive 36,227.0 $5.0M 0.03% -8K -17.7% $138.88 -0.9%
292 L LOEWS CORP Financial Services 44,380.0 $5.0M 0.03% $113.21 -1.6%
293 CINF CINCINNATI FINL CORP Financial Services 26,698.0 $4.9M 0.03% -404.0 -1.5% $185.14 -7.5%
294 HST HOST HOTELS & RESORTS INC Real Estate 207,555.0 $4.9M 0.03% +47K +28.9% $23.73 -2.3%
295 NU NU HOLDING LTD Financial Services 369,088.0 $4.9M 0.03% -43K -10.5% $13.26 +11.3%
296 RF REGIONS FINANCIAL CORP NEW Financial Services 161,063.0 $4.9M 0.03% -2K -1.2% $30.20 +1.4%
297 BSX BOSTON SCIENTIFIC CORP Healthcare 113,479.0 $4.8M 0.03% -11K -9.1% $42.65 +14.9%
298 EFA ISHARES MSCI EAFE ETF 46,048.0 $4.8M 0.03% +36K +343.8% $103.60 +4.3%
299 MARA MARA HOLDINGS INC Financial Services 345,233.0 $4.7M 0.03% -320K -48.1% $13.75 -18.7%
300 EZA ISHARES MSCI SOUTH AFRICA ETF 75,156.0 $4.7M 0.03% +43K +134.4% $63.06 +13.1%
Page 15 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%