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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 19 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MDB MONGODB INC Technology 13,102.0 $3.2M 0.02% +6K +96.7% $242.39 +37.3%
362 MO ALTRIA GROUP INC Consumer Defensive 47,991.0 $3.2M 0.02% +277.0 +0.6% $65.99 +4.7%
363 AAL AMERICAN AIRLS GROUP INC Industrials 305,204.0 $3.2M 0.02% +265K +664.8% $10.37 +54.2%
364 SWKS SKYWORKS SOLUTIONS INC Technology 59,262.0 $3.2M 0.02% +1K +2.5% $53.21 +36.2%
365 CMI CUMMINS INC Industrials 5,841.0 $3.1M 0.02% -100.0 -1.7% $534.25 +34.2%
366 IVZ Invesco Ltd Financial Services 127,189.0 $3.1M 0.02% -2K -1.5% $24.29 +15.9%
367 HST HOST HOTELS & RESORTS INC Real Estate 160,996.0 $3.1M 0.02% -4K -2.5% $19.16 +30.6%
368 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 6,695.0 $3.1M 0.02% -9K -57.1% $456.49 +12.9%
369 VPL VANGUARD INTL EQUITY INDEX F 31,412.0 $3.1M 0.02% -21K -40.3% $97.26 +23.7%
370 DECK DECKERS OUTDOOR CORP Consumer Cyclical 30,434.0 $3.0M 0.02% +1K +5.1% $100.05 +9.1%
371 PODD INSULET CORP Healthcare 14,484.0 $3.0M 0.02% -569.0 -3.8% $209.82 -30.5%
372 EQR EQUITY RESIDENTIAL Real Estate 50,752.0 $3.0M 0.02% -1K -2.5% $59.14 +8.4%
373 AMT AMERICAN TOWER CORP NEW Real Estate 17,385.0 $3.0M 0.02% -12K -40.6% $172.47 +2.1%
374 DUK DUKE ENERGY CORP NEW Utilities 22,591.0 $3.0M 0.02% +487.0 +2.2% $130.95 -5.4%
375 CF CF INDS HLDGS INC Basic Materials 22,496.0 $2.9M 0.02% +6K +38.0% $130.97 -21.4%
376 MCO MOODYS CORP Financial Services 6,722.0 $2.9M 0.02% +213.0 +3.3% $436.12 +3.3%
377 IYR ISHARES U.S. REAL ESTATE ETF 30,909.0 $2.9M 0.02% +11K +52.7% $94.23 +6.6%
378 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 13,830.0 $2.9M 0.02% -3K -19.9% $209.09 +12.9%
379 CLX CLOROX CO DEL Consumer Defensive 27,764.0 $2.9M 0.02% -9K -24.9% $103.61 -7.5%
380 CENCORA INC 9,151.0 $2.9M 0.02% +3K +53.4% $312.75
Page 19 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%