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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 27 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FSLR FIRST SOLAR INC Energy 4,266.0 $1.0M 0.01% -249.0 -5.5% $236.41 -11.9%
522 XEL XCEL ENERGY INC Utilities 12,488.0 $1.0M 0.01% -4K -26.1% $80.30 -3.7%
523 KDP KEURIG DR PEPPER INC Consumer Defensive 30,552.0 $1000K 0.01% -11K -26.7% $32.73 -0.7%
524 YUM YUM BRANDS INC Consumer Cyclical 6,190.0 $990K 0.01% -2K -27.4% $159.86 -1.6%
525 LPLA LPL FINL HLDGS INC Financial Services 3,433.0 $965K 0.01% NEW $281.12 +29.5%
526 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 12,401.0 $949K 0.01% -6K -30.9% $76.50 +2.2%
527 CVNA CARVANA CO Consumer Cyclical 14,330.0 $943K 0.01% +10K +254.3% $65.82 +9.9%
528 EQT EQT CORP Energy 17,677.0 $942K 0.01% -4K -19.2% $53.27 +1.0%
529 SMCI SUPER MICRO COMPUTER INC Technology 31,923.0 $940K 0.01% -133K -80.7% $29.44 +19.5%
530 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 11,386.0 $924K 0.01% -4K -25.7% $81.16 -9.4%
531 ED CONSOLIDATED EDISON INC Utilities 8,275.0 $915K 0.01% -3K -25.3% $110.63 -2.6%
532 TSN TYSON FOODS INC Consumer Defensive 15,963.0 $913K 0.01% -7K -29.3% $57.19 +1.2%
533 BN BROOKFIELD CORP Financial Services 21,000.0 $894K 0.01% $42.59 -1.5%
534 CDW CDW CORP Technology 6,329.0 $891K 0.01% -15K -70.4% $140.71 -5.8%
535 IP INTERNATIONAL PAPER CO Consumer Cyclical 23,402.0 $887K 0.01% -4K -14.0% $37.91 +8.2%
536 IRM IRON MTN INC DEL Real Estate 6,988.0 $883K 0.01% -2K -25.6% $126.30 -4.0%
537 ROP ROPER TECHNOLOGIES INC Industrials 2,567.0 $867K 0.01% -2K -42.7% $337.71 +23.0%
538 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 28,780.0 $860K 0.01% -2K -5.6% $29.89 -0.8%
539 WPM WHEATON PRECIOUS METALS CORP Basic Materials 7,679.0 $859K 0.01% -5K -37.3% $111.86 +43.2%
540 DXCM DEXCOM INC Healthcare 12,506.0 $847K 0.01% -6K -32.5% $67.73 +34.4%
Page 27 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%