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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 18 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ZTS ZOETIS INC Healthcare 30,722.0 $3.6M 0.03% +2K +6.8% $117.37 -32.9%
342 CARR CARRIER GLOBAL CORPORATION Industrials 64,173.0 $3.6M 0.03% -23K -26.7% $56.11 +28.0%
343 WM WASTE MGMT INC DEL Industrials 15,647.0 $3.6M 0.03% +1K +7.0% $229.74 -6.6%
344 SMCI SUPER MICRO COMPUTER INC Technology 165,291.0 $3.6M 0.03% +38K +30.2% $21.65 +41.6%
345 J JACOBS SOLUTIONS INC Industrials 28,112.0 $3.6M 0.03% -1K -4.7% $127.03 -4.8%
346 HUT 8 CORP 76,373.0 $3.6M 0.03% +49K +179.6% $46.60
347 GPN GLOBAL PMTS INC Industrials 52,407.0 $3.5M 0.03% -11K -17.1% $67.00 -0.2%
348 VRT VERTIV HOLDINGS CO Industrials 14,075.0 $3.5M 0.02% NEW $248.29 +34.1%
349 INCY INCYTE CORP Healthcare 36,743.0 $3.5M 0.02% -469.0 -1.3% $94.12 +4.4%
350 HUBS HUBSPOT INC Technology 14,115.0 $3.4M 0.02% -2K -11.4% $244.01 -27.9%
351 JBHT HUNT J B TRANS SVCS INC Industrials 16,178.0 $3.4M 0.02% -252.0 -1.5% $211.90 +28.0%
352 HOLOGIC INC 45,213.0 $3.4M 0.02% -672.0 -1.5% $75.59
353 B BARRICK MNG CORP Basic Materials 85,687.0 $3.4M 0.02% +55K +179.4% $39.72 +1.6%
354 IHF ISHARES TR 81,774.0 $3.4M 0.02% NEW $41.62 +25.6%
355 EQIX EQUINIX INC Real Estate 3,444.0 $3.4M 0.02% $979.56 +11.5%
356 PH PARKER-HANNIFIN CORP Industrials 3,752.0 $3.4M 0.02% -70.0 -1.8% $894.22 +6.6%
357 BBY BEST BUY INC Consumer Cyclical 51,552.0 $3.3M 0.02% -34K -39.7% $64.15 +16.5%
358 LEMB ISHARES JP MORGAN EM LOCAL CURRENCY BOND ETF 81,195.0 $3.3M 0.02% $40.57 +4.5%
359 XLU UTILITIES SELECT SECTOR SPDR FUND 71,120.0 $3.2M 0.02% -16K -18.7% $45.57 -1.8%
360 HAS HASBRO INC Consumer Cyclical 34,373.0 $3.2M 0.02% -25K -42.4% $93.57 -9.4%
Page 18 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%