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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 3 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WDC WESTERN DIGITAL CORP Technology 93,524.0 $59.8M 0.37% +5K +5.7% $639.86 -31.6%
42 ANET ARISTA NETWORKS INC Technology 347,199.0 $59.0M 0.37% -12K -3.4% $169.87 +10.7%
43 INDA ISHARES MSCI INDIA ETF 1,171,427.0 $57.8M 0.36% +887K +312.3% $49.33 +0.1%
44 MRVL MARVELL TECHNOLOGY INC Technology 193,664.0 $57.4M 0.36% -3K -1.6% $296.31 -21.9%
45 EWI ISHARES INC 967,869.0 $57.2M 0.36% NEW $59.15 +6.2%
46 MELI MERCADOLIBRE INC Consumer Cyclical 33,794.0 $57.1M 0.36% +4K +12.6% $1690.00 +15.6%
47 BERKSHIRE HATHAWAY INC DEL 113,154.0 $56.6M 0.35% -3K -2.3% $500.05
48 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 585,700.0 $56.0M 0.35% +167K +40.0% $95.68 +23.7%
49 JPM JPMORGAN CHASE & CO. Financial Services 170,877.0 $55.9M 0.35% -90K -34.6% $327.27 +8.9%
50 QCOM QUALCOMM INC Technology 292,454.0 $54.2M 0.34% +20K +7.2% $185.22 -14.2%
51 ORCL ORACLE CORP Technology 368,808.0 $53.9M 0.34% -6K -1.6% $146.19 -1.7%
52 C CITIGROUP INC Financial Services 380,351.0 $53.3M 0.33% -7K -1.7% $140.04 -5.6%
53 BAC BANK AMERICA CORP Financial Services 914,224.0 $52.0M 0.32% -52K -5.4% $56.89 +9.9%
54 COIN COINBASE GLOBAL INC Financial Services 335,217.0 $48.8M 0.30% -54K -13.8% $145.63 +24.1%
55 MRK MERCK & CO INC Healthcare 369,659.0 $47.5M 0.30% -38K -9.2% $128.48 +17.3%
56 NEE NEXTERA ENERGY INC Utilities 530,556.0 $46.5M 0.29% +107K +25.3% $87.63 -4.1%
57 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 466,853.0 $46.2M 0.29% +112K +31.4% $98.86 -1.3%
58 GILD GILEAD SCIENCES INC Healthcare 363,083.0 $45.9M 0.28% -5K -1.5% $126.29 +15.9%
59 GLD SPDR GOLD SHARES Financial Services 119,549.0 $44.2M 0.28% -350K -74.6% $370.02 +14.9%
60 CEG CONSTELLATION ENERGY CORP Utilities 177,826.0 $44.2M 0.28% +57K +47.2% $248.67 +10.2%
Page 3 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%