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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 23 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CTAS CINTAS CORP Industrials 9,574.0 $1.6M 0.01% -2K -16.7% $169.73 +20.6%
442 FIX COMFORT SYS USA INC Industrials 813.0 $1.6M 0.01% -193.0 -19.2% $1981.31 -21.2%
443 DEO DIAGEO PLC Consumer Defensive 20,000.0 $1.6M 0.01% $80.38 +17.9%
444 PLUG PLUG POWER INC Industrials 596,830.0 $1.6M 0.01% +93K +18.6% $2.67 -15.1%
445 ITW ILLINOIS TOOL WKS INC Industrials 5,879.0 $1.6M 0.01% -2K -27.0% $270.47 +4.1%
446 HUBB HUBBELL INC Industrials 3,040.0 $1.6M 0.01% -566.0 -15.7% $521.92 -11.1%
447 NSC NORFOLK SOUTHN CORP Industrials 5,042.0 $1.6M 0.01% -2K -26.9% $314.59 +11.7%
448 VTR VENTAS INC Real Estate 17,692.0 $1.6M 0.01% -11K -38.9% $89.06 +5.3%
449 LEIDOS HOLDINGS INC 15,466.0 $1.6M 0.01% +10K +164.5% $101.11
450 XLB MATERIALS SELECT SECTOR SPDR FUND 30,506.0 $1.6M 0.01% +24K +406.6% $50.91 +5.2%
451 HONEYWELL INTL INC 6,785.0 $1.5M 0.01% NEW $227.54
452 SPG SIMON PPTY GROUP INC NEW Real Estate 6,815.0 $1.5M 0.01% -3K -29.5% $223.75 -2.1%
453 DOV DOVER CORP Industrials 6,765.0 $1.5M 0.01% +3K +60.6% $224.28 -9.9%
454 TDG TRANSDIGM GROUP INC Industrials 1,119.0 $1.5M 0.01% -495.0 -30.7% $1332.04 -10.5%
455 TDY TELEDYNE TECHNOLOGIES INC Technology 2,202.0 $1.5M 0.01% -59.0 -2.6% $668.31 -6.2%
456 RIOT RIOT PLATFORMS INC Financial Services 54,457.0 $1.5M 0.01% +827.0 +1.5% $26.99 -21.1%
457 APD AIR PRODS & CHEMS INC Basic Materials 5,002.0 $1.5M 0.01% -2K -26.8% $293.12 +3.7%
458 ZS ZSCALER INC Technology 10,453.0 $1.5M 0.01% -23K -68.6% $140.17 +20.2%
459 DLR DIGITAL RLTY TR INC Real Estate 8,152.0 $1.5M 0.01% -8K -48.6% $179.65 +7.1%
460 RBRK RUBRIK INC. Technology 18,852.0 $1.5M 0.01% +4K +29.7% $77.63 +19.3%
Page 23 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%