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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 22 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DUK DUKE ENERGY CORP NEW Utilities 15,779.0 $2.0M 0.01% -7K -30.1% $126.62 -4.0%
422 PNC PNC FINL SVCS GROUP INC Financial Services 8,082.0 $2.0M 0.01% -4K -35.3% $246.28 -0.9%
423 MET METLIFE INC Financial Services 23,308.0 $2.0M 0.01% -3K -11.8% $84.64 +13.3%
424 MDB MONGODB INC Technology 5,843.0 $2.0M 0.01% -7K -55.4% $335.19 +20.8%
425 AMT AMERICAN TOWER CORP NEW Real Estate 11,851.0 $1.9M 0.01% -6K -31.8% $163.76 +9.0%
426 SAP SAP SE Technology 12,677.0 $1.9M 0.01% -149.0 -1.2% $153.00 +41.8%
427 AEP AMERICAN ELEC PWR CO INC Utilities 14,138.0 $1.9M 0.01% -2K -10.6% $136.86 -10.3%
428 MRSH MARSH & MCLENNAN COS INC Financial Services 11,612.0 $1.9M 0.01% -4K -27.0% $166.58 +16.1%
429 TENB TENABLE HLDGS INC Technology 52,228.0 $1.9M 0.01% -92K -63.7% $36.78 -10.8%
430 LII LENNOX INTL INC Industrials 3,247.0 $1.9M 0.01% +809.0 +33.2% $575.50 -32.4%
431 BLDR BUILDERS FIRSTSOURCE INC Industrials 20,833.0 $1.9M 0.01% -5K -17.8% $89.48 -22.5%
432 ALAB ASTERA LABS INC Technology 3,734.0 $1.8M 0.01% -35K -90.3% $484.65 -41.7%
433 GD GENERAL DYNAMICS CORP Industrials 5,094.0 $1.8M 0.01% -2K -29.9% $354.25 +6.3%
434 CHD CHURCH & DWIGHT CO INC Consumer Defensive 18,380.0 $1.8M 0.01% +10K +122.4% $96.88 +5.8%
435 AEIS ADVANCED ENERGY INDS Industrials 4,744.0 $1.8M 0.01% +588.0 +14.2% $371.88 -25.9%
436 VIRT VIRTU FINL INC Financial Services 29,567.0 $1.8M 0.01% -35K -54.5% $59.47 +9.6%
437 SHW SHERWIN WILLIAMS CO Basic Materials 5,104.0 $1.8M 0.01% -3K -34.2% $344.10 +1.8%
438 STLD STEEL DYNAMICS INC Basic Materials 7,212.0 $1.7M 0.01% -2K -20.9% $229.80 +0.6%
439 EXC EXELON CORP Utilities 35,156.0 $1.6M 0.01% -23K -39.2% $46.71 -5.1%
440 CENCORA INC 5,805.0 $1.6M 0.01% -3K -36.6% $282.46
Page 22 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%