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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 16 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SE SEA LTD Consumer Cyclical 49,609.0 $4.7M 0.03% +17K +53.3% $94.45 +26.8%
302 FXI ISHARES CHINA LARGE-CAP ETF 148,186.0 $4.7M 0.03% +2K +1.1% $31.61 +12.3%
303 JBHT HUNT J B TRANS SVCS INC Industrials 16,147.0 $4.7M 0.03% $289.43 -8.5%
304 DGX QUEST DIAGNOSTICS INC Healthcare 21,460.0 $4.5M 0.03% $211.95 +14.6%
305 JD JD.COM INC Consumer Cyclical 177,845.0 $4.5M 0.03% -9K -4.6% $25.36 +14.8%
306 NET CLOUDFLARE INC Technology 18,444.0 $4.5M 0.03% -15K -45.1% $244.15 +14.3%
307 LEMB ISHARES JP MORGAN EM LOCAL CURRENCY BOND ETF 105,907.0 $4.5M 0.03% +25K +30.4% $42.34 +2.6%
308 OKTA OKTA INC Technology 33,238.0 $4.5M 0.03% -20K -37.4% $134.61 -2.4%
309 NVO NOVO-NORDISK A S Healthcare 92,930.0 $4.5M 0.03% -1.2M -92.6% $48.01 +0.0%
310 SNA SNAP ON INC Industrials 11,051.0 $4.4M 0.03% $402.40 -2.3%
311 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 55,968.0 $4.4M 0.03% +2K +4.7% $79.10 +8.5%
312 VTRS VIATRIS INC Healthcare 278,710.0 $4.4M 0.03% -2K -0.6% $15.88 +4.6%
313 ABT ABBOTT LABS Healthcare 48,357.0 $4.4M 0.03% -11K -18.8% $90.93 +26.7%
314 INCY INCYTE CORP Healthcare 37,699.0 $4.3M 0.03% +956.0 +2.6% $113.38 +14.8%
315 AFRM AFFIRM HLDGS INC Technology 51,729.0 $4.2M 0.03% +3K +5.7% $81.43 -4.2%
316 FIS FIDELITY NATL INFORMATION SV Technology 107,521.0 $4.2M 0.03% -123K -53.4% $38.86 +4.3%
317 CBOE CBOE GLOBAL MKTS INC Financial Services 17,180.0 $4.2M 0.03% +928.0 +5.7% $242.67 +26.2%
318 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 57,879.0 $4.1M 0.03% +795.0 +1.4% $70.94 +6.9%
319 XBI SPDR S&P BIOTECH ETF 25,743.0 $4.1M 0.03% -81K -75.8% $159.38 +6.0%
320 FTV FORTIVE CORP Technology 67,085.0 $4.1M 0.03% $61.09 -2.2%
Page 16 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%