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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 16 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ENPH ENPHASE ENERGY INC Energy 122,631.0 $4.5M 0.03% -31K -20.4% $36.88 +41.7%
302 MGA MAGNA INTL INC Consumer Cyclical 82,542.0 $4.5M 0.03% -1K -1.6% $53.99 +21.0%
303 ECL ECOLAB INC Basic Materials 16,404.0 $4.4M 0.03% -176.0 -1.1% $265.97 +1.2%
304 BIDU BAIDU INC Communication Services 39,063.0 $4.3M 0.03% +19K +90.1% $110.25 +1.4%
305 CINF CINCINNATI FINL CORP Financial Services 27,102.0 $4.3M 0.03% -353.0 -1.3% $157.35 +8.2%
306 CHRW C H ROBINSON WORLDWIDE INC Industrials 25,656.0 $4.3M 0.03% -363.0 -1.4% $166.07 +11.4%
307 RF REGIONS FINANCIAL CORP NEW Financial Services 163,079.0 $4.3M 0.03% -4K -2.6% $26.12 +9.6%
308 MOS MOSAIC CO NEW Basic Materials 167,242.0 $4.2M 0.03% $25.29 -9.5%
309 MLM MARTIN MARIETTA MATLS INC Basic Materials 7,213.0 $4.2M 0.03% +169.0 +2.4% $586.21 +3.9%
310 DGX QUEST DIAGNOSTICS INC Healthcare 21,518.0 $4.2M 0.03% -348.0 -1.6% $195.97 -0.5%
311 CLS CELESTICA INC Technology 15,557.0 $4.2M 0.03% +7K +74.3% $270.15 +37.9%
312 GALAXY DIGITAL INC. 228,898.0 $4.2M 0.03% +163K +247.8% $18.32
313 XHB SPDR S&P HOMEBUILDERS ETF 42,626.0 $4.2M 0.03% +23K +115.9% $98.07 +13.2%
314 ABNB AIRBNB INC Consumer Cyclical 33,245.0 $4.2M 0.03% +1K +3.3% $125.50 +13.5%
315 OKTA OKTA INC Technology 53,109.0 $4.1M 0.03% +17K +48.4% $78.03 +51.0%
316 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 13,512.0 $4.1M 0.03% -114.0 -0.8% $304.02 +14.7%
317 FISV FISERV INC Technology 73,466.0 $4.1M 0.03% -5K -6.6% $55.67 -14.0%
318 CNC CENTENE CORP DEL Healthcare 124,918.0 $4.1M 0.03% -56K -31.1% $32.62 +87.1%
319 SNA SNAP ON INC Industrials 11,092.0 $4.0M 0.03% -155.0 -1.4% $363.22 +6.6%
320 ARM ARM HOLDINGS PLC Technology 27,708.0 $4.0M 0.03% NEW $145.40 +202.2%
Page 16 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%