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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 20 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MRNA MODERNA INC Healthcare 39,437.0 $2.8M 0.02% -42K -51.7% $71.11 +123.3%
382 WM WASTE MGMT INC DEL Industrials 12,478.0 $2.8M 0.02% -3K -20.2% $222.80 -0.3%
383 FITB FIFTH THIRD BANCORP Financial Services 49,265.0 $2.8M 0.02% -33K -40.0% $56.37 -2.6%
384 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,185.0 $2.7M 0.02% -6K -34.0% $223.90 +26.3%
385 LITE LUMENTUM HLDGS INC Technology 3,175.0 $2.7M 0.02% +719.0 +29.3% $857.23 +3.3%
386 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 10,148.0 $2.7M 0.02% -4K -26.6% $263.23 +37.0%
387 IT GARTNER INC Technology 20,517.0 $2.7M 0.02% +11K +121.9% $129.69 +51.0%
388 ALGN ALIGN TECHNOLOGY INC Healthcare 15,524.0 $2.6M 0.02% $168.65 -5.4%
389 Q QNITY ELECTRONICS INC Technology 16,246.0 $2.6M 0.02% -223.0 -1.4% $160.84 -21.3%
390 EWU ISHARES MSCI UNITED KINGDOM ETF 56,566.0 $2.6M 0.02% +26K +82.6% $46.07 +7.2%
391 HSIC HENRY SCHEIN INC Healthcare 31,171.0 $2.6M 0.02% +496.0 +1.6% $83.52 +7.3%
392 PH PARKER-HANNIFIN CORP Industrials 2,656.0 $2.6M 0.02% -1K -29.2% $977.68 +4.0%
393 PODD INSULET CORP Healthcare 16,607.0 $2.5M 0.02% +2K +14.7% $152.85 -6.4%
394 OMC OMNICOM GROUP INC Communication Services 34,508.0 $2.5M 0.02% -28K -44.6% $72.83 +21.1%
395 CSX CSX CORP Industrials 52,358.0 $2.5M 0.01% -14K -21.3% $47.53 +8.4%
396 MO ALTRIA GROUP INC Consumer Defensive 33,406.0 $2.4M 0.01% -15K -30.4% $71.95 -5.4%
397 HUT 8 CORP 20,811.0 $2.4M 0.01% -56K -72.8% $115.23
398 CNI CANADIAN NATL RY CO Industrials 20,000.0 $2.4M 0.01% -18K -47.4% $119.24 +6.6%
399 ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 47,480.0 $2.4M 0.01% +42K +759.1% $50.11
400 MCO MOODYS CORP Financial Services 5,235.0 $2.4M 0.01% -1K -22.1% $452.82 +13.3%
Page 20 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%