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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 30 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,794.0 $744K 0.01% -43.0 -1.1% $195.98 +8.9%
582 TXT TEXTRON INC Industrials 8,501.0 $738K 0.01% -850.0 -9.1% $86.87 +3.0%
583 PPG PPG INDS INC Basic Materials 6,887.0 $736K 0.01% $106.88 +10.6%
584 MGRC MCGRATH RENTCORP Industrials 6,767.0 $736K 0.01% -2K -18.7% $108.74 +8.7%
585 TSCO TRACTOR SUPPLY CO Consumer Cyclical 16,218.0 $735K 0.01% $45.30 -33.2%
586 EVRG EVERGY INC Utilities 8,764.0 $717K 0.01% -454.0 -4.9% $81.86 +0.8%
587 VGSH VANGUARD SCOTTSDALE FDS 12,275.0 $715K 0.01% -2K -15.5% $58.26 -0.2%
588 UPBOUND GROUP INC 40,815.0 $715K 0.01% -10K -18.9% $17.52
589 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,515.0 $689K 0.01% +27.0 +0.6% $152.51 +12.3%
590 RBRK RUBRIK INC. Technology 14,539.0 $684K 0.01% NEW $47.02 +49.3%
591 CMS CMS ENERGY CORP Utilities 8,761.0 $680K 0.01% +111.0 +1.3% $77.58 -5.4%
592 VGT VANGUARD INFORMATION TECHNOLOGY ETF 992.0 $675K 0.01% -2K -68.1% $680.92 -82.4%
593 BHP BHP GROUP LTD Basic Materials 9,420.0 $670K 0.01% NEW $71.16 +23.5%
594 CMC COMMERCIAL METALS CO Basic Materials 10,887.0 $665K 0.01% +471.0 +4.5% $61.07 +18.5%
595 ONTO ONTO INNOVATION INC Technology 3,192.0 $655K 0.01% +509.0 +19.0% $205.07 +62.8%
596 TWLO TWILIO INC Communication Services 5,324.0 $652K 0.01% -1K -17.6% $122.45 +52.0%
597 CHWY CHEWY INC Consumer Cyclical 24,261.0 $647K 0.01% +17K +251.9% $26.68 -31.8%
598 ARES ARES MANAGEMENT CORPORATION Financial Services 5,889.0 $642K 0.00% +33.0 +0.6% $109.10 +18.6%
599 XLRE SPDR REAL ESTATE SELECT SECTOR ETF 15,736.0 $640K 0.00% -21K -57.7% $40.69 +7.8%
600 RIOT RIOT PLATFORMS INC Financial Services 53,630.0 $638K 0.00% NEW $11.89 +136.3%
Page 30 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%