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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 21 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SHW SHERWIN WILLIAMS CO Basic Materials 7,760.0 $2.5M 0.02% +368.0 +5.0% $320.31 +0.2%
402 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 23,026.0 $2.5M 0.02% +15K +199.2% $107.36 +9.1%
403 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 30,283.0 $2.5M 0.02% +1K +3.5% $81.37 +2.4%
404 OTIS OTIS WORLDWIDE CORP Industrials 31,931.0 $2.5M 0.02% +16K +99.7% $77.08 -4.9%
405 TENB TENABLE HLDGS INC Technology 143,829.0 $2.4M 0.02% +83K +135.6% $16.83 +59.7%
406 FOX FOX CORP Communication Services 45,320.0 $2.4M 0.02% -903.0 -1.9% $53.10 -11.6%
407 RSG REPUBLIC SVCS INC Industrials 10,971.0 $2.4M 0.02% +517.0 +5.0% $219.02 -6.4%
408 CRL CHARLES RIV LABS INTL INC Healthcare 13,762.0 $2.4M 0.02% -207.0 -1.5% $172.50 +7.2%
409 VTR VENTAS INC Real Estate 28,975.0 $2.4M 0.02% +13K +87.2% $81.82 -0.3%
410 XLF FINANCIAL SELECT SECTOR SPDR FUND 48,262.0 $2.4M 0.02% -40K -45.5% $48.74 +9.9%
411 AKAM AKAMAI TECHNOLOGIES INC Technology 20,226.0 $2.3M 0.02% -30K -60.1% $114.19 +9.4%
412 GDDY GODADDY INC Technology 27,854.0 $2.3M 0.02% -13K -31.3% $82.58 -6.7%
413 DVA DAVITA INC Healthcare 14,795.0 $2.3M 0.02% -2K -12.6% $153.69 +35.3%
414 INGERSOLL RAND INC 28,286.0 $2.3M 0.02% +3K +12.7% $80.05
415 HSIC HENRY SCHEIN INC Healthcare 30,675.0 $2.3M 0.02% -448.0 -1.4% $73.70 +8.4%
416 CPB THE CAMPBELLS COMPANY Consumer Defensive 100,656.0 $2.2M 0.02% +37K +58.8% $22.19 -4.7%
417 GEN GEN DIGITAL INC Technology 117,638.0 $2.2M 0.01% -45K -27.7% $18.82 +28.5%
418 SAP SAP SE Technology 12,826.0 $2.2M 0.01% +8K +176.8% $169.47 -8.4%
419 EZA ISHARES MSCI SOUTH AFRICA ETF 32,062.0 $2.2M 0.01% +28K +633.5% $67.44 -1.0%
420 AFRM AFFIRM HLDGS INC Technology 48,920.0 $2.2M 0.01% +31K +177.6% $44.09 +67.6%
Page 21 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%