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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 2 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 343,572.0 $117.8M 0.73% -15K -4.2% $342.74 +11.2%
22 SNDK SANDISK CORP Technology 52,331.0 $115.9M 0.72% +36K +215.5% $2214.15 -33.0%
23 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 153,390.0 $112.7M 0.70% +54K +54.9% $734.79 -3.6%
24 XLF FINANCIAL SELECT SECTOR SPDR FUND 2,091,321.0 $112.0M 0.70% +2.0M +4233.3% $53.56 +8.6%
25 LLY ELI LILLY & CO Healthcare 91,229.0 $109.3M 0.68% -9K -8.8% $1198.55 +3.4%
26 NFLX NETFLIX INC Communication Services 1,470,897.0 $105.5M 0.66% +89K +6.5% $71.76 +11.7%
27 ACWI ISHARES MSCI ACWI ETF 672,938.0 $105.4M 0.66% -7K -1.0% $156.68 +2.3%
28 CSCO CISCO SYS INC Technology 865,221.0 $101.6M 0.63% -27K -3.1% $117.48 -5.5%
29 INTC INTEL CORP Technology 662,615.0 $92.2M 0.57% -447K -40.3% $139.21 -37.3%
30 GLW CORNING INC Technology 326,436.0 $83.3M 0.52% -97K -22.9% $255.32 -43.2%
31 MA MASTERCARD INCORPORATED Financial Services 158,739.0 $81.4M 0.51% -5K -3.3% $513.06 +16.2%
32 SLV ISHARES SILVER TRUST Financial Services 1,501,060.0 $80.7M 0.50% +34K +2.3% $53.79 +15.5%
33 WMT WALMART INC Consumer Defensive 712,555.0 $80.7M 0.50% +32K +4.8% $113.26 -7.5%
34 ABBV ABBVIE INC Healthcare 319,602.0 $80.4M 0.50% -17K -5.0% $251.54 +4.9%
35 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 667,283.0 $78.3M 0.49% +137K +25.9% $117.37 -0.7%
36 DIS DISNEY WALT CO Communication Services 796,318.0 $76.7M 0.48% +42K +5.5% $96.37 +14.2%
37 XLV HEALTH CARE SELECT SECTOR SPDR FUND 445,151.0 $70.6M 0.44% +414K +1326.8% $158.56 +9.8%
38 EWT ISHARES MSCI TAIWAN ETF 648,931.0 $70.3M 0.44% +468K +258.2% $108.39 -4.6%
39 SIVR ABRDN SILVER ETF TRUST Financial Services 1,182,000.0 $66.9M 0.42% -139K -10.6% $56.64 +15.3%
40 ADI ANALOG DEVICES INC Technology 166,535.0 $66.1M 0.41% +10K +6.5% $397.13 -7.9%
Page 2 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%