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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 23 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DDOG DATADOG INC Technology 16,780.0 $2.0M 0.01% -9K -35.8% $117.51 +89.8%
442 SRE SEMPRA Utilities 20,033.0 $1.9M 0.01% $97.17 -6.7%
443 CTAS CINTAS CORP Industrials 11,496.0 $1.9M 0.01% -764.0 -6.2% $168.95 +1.1%
444 TDG TRANSDIGM GROUP INC Industrials 1,614.0 $1.9M 0.01% +13.0 +0.8% $1158.96 +14.6%
445 ROKU ROKU INC Communication Services 20,191.0 $1.9M 0.01% NEW $92.25 +49.7%
446 PCAR PACCAR INC Industrials 16,127.0 $1.9M 0.01% $115.50 +3.0%
447 MET METLIFE INC Financial Services 26,425.0 $1.9M 0.01% +6K +32.3% $70.21 +21.9%
448 Q QNITY ELECTRONICS INC Technology 16,469.0 $1.9M 0.01% +2K +14.9% $112.40 +50.3%
449 HOG HARLEY DAVIDSON INC Consumer Cyclical 92,431.0 $1.8M 0.01% +60K +187.0% $20.00 +28.3%
450 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,340.0 $1.8M 0.01% $345.15 -14.6%
451 AVB AVALONBAY CMNTYS INC Real Estate 11,339.0 $1.8M 0.01% +1K +12.0% $162.10 +9.4%
452 BXP BXP INC Real Estate 34,961.0 $1.8M 0.01% -869.0 -2.4% $51.91 +24.6%
453 SPG SIMON PPTY GROUP INC NEW Real Estate 9,665.0 $1.8M 0.01% -50K -83.7% $186.47 +13.3%
454 PHM PULTE GROUP INC Consumer Cyclical 15,462.0 $1.8M 0.01% -2K -10.1% $116.32 +9.1%
455 APOS APOLLO GLOBAL MGMT INC Financial Services 15,848.0 $1.8M 0.01% +2K +10.9% $111.30 -77.0%
456 HUBB HUBBELL INC Industrials 3,606.0 $1.7M 0.01% -458.0 -11.3% $484.84 +8.0%
457 OKE ONEOK INC NEW Energy 19,313.0 $1.7M 0.01% $90.39 -5.9%
458 BAX BAXTER INTL INC Healthcare 103,864.0 $1.7M 0.01% -6K -5.5% $16.79 +18.5%
459 LITE LUMENTUM HLDGS INC Technology 2,456.0 $1.7M 0.01% NEW $698.91 +21.6%
460 DD DUPONT DE NEMOURS INC Basic Materials 37,275.0 $1.7M 0.01% +2K +5.6% $45.25 +5.4%
Page 23 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%