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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 17 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CARR CARRIER GLOBAL CORPORATION Industrials 55,926.0 $4.1M 0.03% -8K -12.8% $73.25 -18.1%
322 LH LABCORP HOLDINGS INC Healthcare 14,578.0 $4.1M 0.03% $279.98 +21.2%
323 IYR ISHARES U.S. REAL ESTATE ETF 39,447.0 $4.1M 0.03% +9K +27.6% $102.89 +2.4%
324 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 34,586.0 $4.1M 0.03% +12K +50.2% $117.21 +0.9%
325 ULTA ULTA BEAUTY INC Consumer Cyclical 8,879.0 $4.0M 0.03% $451.00 +19.5%
326 B BARRICK MNG CORP Basic Materials 109,015.0 $4.0M 0.03% +23K +27.2% $36.54 +31.8%
327 EXPD EXPEDITORS INTL WASH INC Industrials 24,332.0 $4.0M 0.03% +21K +535.1% $162.98 +15.2%
328 WELL WELLTOWER INC Real Estate 17,385.0 $3.9M 0.03% -6K -25.9% $227.03 +5.7%
329 SBUX STARBUCKS CORP Consumer Cyclical 38,043.0 $3.9M 0.02% -14K -26.5% $102.63 +4.7%
330 J JACOBS SOLUTIONS INC Industrials 31,010.0 $3.9M 0.02% +3K +10.3% $125.57 +20.7%
331 SWKS SKYWORKS SOLUTIONS INC Technology 57,129.0 $3.9M 0.02% -2K -3.6% $68.09 -1.8%
332 AKAM AKAMAI TECHNOLOGIES INC Technology 32,849.0 $3.9M 0.02% +13K +62.4% $118.06 -10.5%
333 VST VISTRA CORP Utilities 24,001.0 $3.9M 0.02% +10K +77.6% $161.32 -15.9%
334 EQIX EQUINIX INC Real Estate 3,653.0 $3.8M 0.02% +209.0 +6.1% $1046.49 +0.8%
335 FOXA FOX CORP Communication Services 73,015.0 $3.8M 0.02% -9K -11.4% $52.04 +33.0%
336 MAS MASCO CORP Industrials 46,484.0 $3.8M 0.02% -484.0 -1.0% $81.37 -10.1%
337 ABNB AIRBNB INC Consumer Cyclical 26,173.0 $3.8M 0.02% -7K -21.3% $143.94 +32.1%
338 AEM AGNICO EAGLE MINES LTD Basic Materials 24,364.0 $3.7M 0.02% -3K -10.5% $153.83 +41.6%
339 VRSN VERISIGN INC Technology 14,896.0 $3.7M 0.02% -183.0 -1.2% $251.56 +15.6%
340 GNRC GENERAC HLDGS INC Industrials 12,743.0 $3.7M 0.02% +11K +659.4% $292.81 -30.5%
Page 17 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%