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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 3 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GS GOLDMAN SACHS GROUP INC Financial Services 67,035.0 $56.4M 0.39% +16K +31.3% $840.62 +30.4%
42 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 99,001.0 $56.2M 0.39% +20K +25.9% $568.04 +30.4%
43 BERKSHIRE HATHAWAY INC DEL 115,823.0 $55.4M 0.39% -20K -14.5% $478.26
44 ORCL ORACLE CORP Technology 374,824.0 $54.7M 0.38% +63K +20.1% $145.86 +26.4%
45 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 418,303.0 $51.9M 0.36% +42K +11.3% $123.96 -13.6%
46 GILD GILEAD SCIENCES INC Healthcare 368,566.0 $51.3M 0.36% -205K -35.7% $139.28 -11.1%
47 MELI MERCADOLIBRE INC Consumer Cyclical 30,008.0 $50.9M 0.36% +9K +40.4% $1695.63 -3.6%
48 ADI ANALOG DEVICES INC Technology 156,400.0 $49.7M 0.35% +79K +102.9% $317.50 +36.8%
49 MRK MERCK & CO INC Healthcare 407,269.0 $49.0M 0.34% -63K -13.4% $120.22 -5.3%
50 INTC INTEL CORP Technology 1,109,125.0 $48.2M 0.34% -280K -20.2% $43.43 +208.5%
51 BAC BANK AMERICA CORP Financial Services 966,251.0 $46.9M 0.33% +47K +5.1% $48.53 +15.8%
52 NVO NOVO-NORDISK A S Healthcare 1,259,409.0 $45.1M 0.32% +914K +264.4% $35.83 +20.5%
53 ANET ARISTA NETWORKS INC Technology 359,430.0 $44.1M 0.31% +61K +20.6% $122.65 +38.3%
54 C CITIGROUP INC Financial Services 387,092.0 $43.7M 0.31% +202K +108.7% $112.89 +26.7%
55 BKNG BOOKING HOLDINGS INC Consumer Cyclical 9,591.0 $40.3M 0.28% +545.0 +6.0% $4205.11 -95.9%
56 NEE NEXTERA ENERGY INC Utilities 423,542.0 $39.2M 0.27% -65K -13.4% $92.49 -6.2%
57 T AT&T INC Communication Services 1,351,420.0 $39.2M 0.27% +91K +7.2% $28.98 -24.1%
58 SOXX ISHARES PHLX SEMICONDUCTOR ETF 121,364.0 $38.6M 0.27% +62K +103.2% $318.10 +101.0%
59 INTU INTUIT INC Technology 87,643.0 $37.8M 0.26% +17K +23.8% $431.03 -38.1%
60 CRM SALESFORCE INC Technology 193,067.0 $35.9M 0.25% +11K +5.9% $186.01 -18.4%
Page 3 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%