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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 17 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FFIV F5 INC Technology 13,909.0 $4.0M 0.03% -358.0 -2.5% $289.04 +33.4%
322 ALAB ASTERA LABS INC Technology 38,449.0 $4.0M 0.03% NEW $103.73 +302.1%
323 MRNA MODERNA INC Healthcare 81,612.0 $4.0M 0.03% +13K +19.1% $48.56 +31.7%
324 TER TERADYNE INC Technology 13,779.0 $3.9M 0.03% -881.0 -6.0% $285.80 +53.2%
325 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 57,084.0 $3.9M 0.03% NEW $68.60 +25.4%
326 CNI CANADIAN NATL RY CO Industrials 38,000.0 $3.9M 0.03% -42K -52.5% $102.77 +10.4%
327 LH LABCORP HOLDINGS INC Healthcare 14,588.0 $3.9M 0.03% -195.0 -1.3% $266.79 -4.1%
328 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 53,472.0 $3.9M 0.03% -813.0 -1.5% $72.55 +5.7%
329 FITB FIFTH THIRD BANCORP Financial Services 82,181.0 $3.8M 0.03% +7K +9.7% $46.46 +13.5%
330 CANADIAN PACIFIC KANSAS CITY 48,400.0 $3.8M 0.03% -58K -54.3% $78.66
331 VTRS VIATRIS INC Healthcare 280,376.0 $3.8M 0.03% -4K -1.5% $13.51 +13.8%
332 ADP AUTOMATIC DATA PROCESSING IN Industrials 18,463.0 $3.8M 0.03% +744.0 +4.2% $203.51 +7.3%
333 VRSN VERISIGN INC Technology 15,079.0 $3.7M 0.03% -7K -32.1% $248.36 +6.6%
334 FTV FORTIVE CORP Technology 67,406.0 $3.7M 0.03% -1K -1.6% $55.28 +10.4%
335 GIS GENERAL MLS INC Consumer Defensive 100,020.0 $3.7M 0.03% +7K +7.1% $37.20 -10.2%
336 TTD THE TRADE DESK INC Technology 162,234.0 $3.7M 0.03% +94K +137.7% $22.69 -18.4%
337 ELV ELEVANCE HEALTH INC Healthcare 12,575.0 $3.7M 0.03% +1K +12.8% $291.84 +33.1%
338 XLE ENERGY SELECT SECTOR SPDR FUND 63,444.0 $3.6M 0.03% -105K -62.3% $57.22 -6.0%
339 NDAQ NASDAQ INC Financial Services 42,817.0 $3.6M 0.03% +14K +51.0% $84.58 -2.8%
340 PSX PHILLIPS 66 Energy 19,703.0 $3.6M 0.03% +7K +59.0% $183.33 -9.4%
Page 17 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%