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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 21 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 44,000.0 $2.3M 0.01% +471.0 +1.1% $52.87 +0.9%
402 BXP BXP INC Real Estate 35,065.0 $2.3M 0.01% $66.31 +7.5%
403 ENPH ENPHASE ENERGY INC Energy 46,757.0 $2.3M 0.01% -76K -61.9% $49.18 -23.7%
404 NDAQ NASDAQ INC Financial Services 29,056.0 $2.3M 0.01% -14K -32.1% $78.72 +25.8%
405 XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 14,164.0 $2.2M 0.01% +6K +76.6% $156.22 +17.8%
406 CAG CONAGRA BRANDS INC Consumer Defensive 162,212.0 $2.2M 0.01% +25K +18.4% $13.48 +20.1%
407 BAX BAXTER INTL INC Healthcare 102,088.0 $2.2M 0.01% -2K -1.7% $21.32 +23.6%
408 VTIP VANGUARD MALVERN FDS 43,147.0 $2.2M 0.01% $50.31 -1.0%
409 MOS MOSAIC CO NEW Basic Materials 102,007.0 $2.2M 0.01% -65K -39.0% $21.20 +13.5%
410 HUM HUMANA INC Healthcare 5,450.0 $2.2M 0.01% -1K -18.8% $395.94 -2.4%
411 WMB WILLIAMS COS INC Energy 28,930.0 $2.2M 0.01% -9K -24.4% $74.39 -3.7%
412 FOX FOX CORP 45,834.0 $2.1M 0.01% +514.0 +1.1% $46.84
413 HONEYWELL AEROSPACE INC 9,546.0 $2.1M 0.01% NEW $221.07
414 PSX PHILLIPS 66 Energy 12,398.0 $2.1M 0.01% -7K -37.1% $170.10 +41.5%
415 RDDT REDDIT INC Communication Services 11,548.0 $2.1M 0.01% +2K +20.1% $177.68 -10.0%
416 CORZ CORE SCIENTIFIC INC NEW Technology 80,595.0 $2.1M 0.01% +1K +1.6% $25.44 -29.0%
417 IGF ISHARES GLOBAL INFRASTRUCTURE ETF 30,648.0 $2.0M 0.01% -47K -60.6% $66.88 -1.6%
418 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 18,517.0 $2.0M 0.01% -127K -87.3% $109.18 -2.3%
419 RSG REPUBLIC SVCS INC Industrials 9,471.0 $2.0M 0.01% -2K -13.7% $213.08 +3.7%
420 LUV SOUTHWEST AIRLS CO Industrials 38,965.0 $2.0M 0.01% -2K -4.3% $51.28 -20.5%
Page 21 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%