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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 29 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NRG NRG ENERGY INC Utilities 4,995.0 $731K 0.01% -2K -26.6% $146.44 -23.7%
562 EXR EXTRA SPACE STORAGE INC Real Estate 4,997.0 $726K 0.01% -2K -26.1% $145.24 +0.7%
563 DOW DOW INC Basic Materials 26,472.0 $725K 0.01% +4K +20.2% $27.40 +14.7%
564 VGSH VANGUARD SCOTTSDALE FDS 12,416.0 $724K 0.01% +141.0 +1.1% $58.27 -0.2%
565 EFX EQUIFAX INC Industrials 4,510.0 $710K 0.00% -176.0 -3.8% $157.35 +23.7%
566 CMC COMMERCIAL METALS CO Basic Materials 11,168.0 $704K 0.00% +281.0 +2.6% $63.07 +2.9%
567 CCI CROWN CASTLE INC Real Estate 9,228.0 $699K 0.00% -4K -27.6% $75.73 +0.9%
568 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7,665.0 $698K 0.00% +3K +52.5% $91.12 +23.3%
569 BE BLOOM ENERGY CORP Industrials 2,374.0 $692K 0.00% -77.0 -3.1% $291.55 -30.0%
570 NI NISOURCE INC Utilities 14,505.0 $692K 0.00% -3K -18.3% $47.70 -14.4%
571 EXPAND ENERGY CORPORATION 7,519.0 $687K 0.00% -1K -13.1% $91.38
572 ENTG ENTEGRIS INC Technology 3,939.0 $685K 0.00% NEW $173.79 -20.5%
573 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 10,664.0 $682K 0.00% -4K -26.1% $63.99 +15.9%
574 IONQ IONQ INC Technology 12,823.0 $682K 0.00% -33K -72.0% $53.15 -22.8%
575 UMC UNITED MICROELECTRONICS CORP Technology 25,316.0 $676K 0.00% NEW $26.70 -28.7%
576 UHS UNIVERSAL HLTH SVCS INC Healthcare 4,542.0 $670K 0.00% +200.0 +4.6% $147.53 +19.6%
577 EHC ENCOMPASS HEALTH CORP Healthcare 6,605.0 $663K 0.00% +1K +28.9% $100.40 +20.4%
578 WCN WASTE CONNECTIONS INC Industrials 3,974.0 $662K 0.00% +212.0 +5.6% $166.69 +1.4%
579 GPN GLOBAL PMTS INC Industrials 9,221.0 $662K 0.00% -43K -82.4% $71.82 +31.3%
580 USFD US FOODS HLDG CORP Consumer Defensive 6,436.0 $655K 0.00% +2K +48.1% $101.80 +7.4%
Page 29 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%