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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 31 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 LUMN LUMEN TECHNOLOGIES INC Communication Services 75,213.0 $582K 0.00% -9K -10.9% $7.74 -26.8%
602 LYV LIVE NATION ENTERTAINMENT IN Communication Services 3,166.0 $580K 0.00% -1K -29.9% $183.11 +0.8%
603 MFC MANULIFE FINL CORP Financial Services 14,352.0 $579K 0.00% -17K -54.0% $40.33 +6.2%
604 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,498.0 $566K 0.00% NEW $377.54 -31.8%
605 TECK TECK RESOURCES LTD Basic Materials 9,468.0 $565K 0.00% -11K -52.6% $59.69 +17.6%
606 SOLV SOLVENTUM CORP Healthcare 7,275.0 $560K 0.00% -520.0 -6.7% $76.96 +18.6%
607 KSS KOHLS CORP Consumer Cyclical 32,086.0 $559K 0.00% -4K -10.4% $17.44 +5.0%
608 LEN LENNAR CORP Consumer Cyclical 6,125.0 $554K 0.00% -3K -31.8% $90.43 -2.5%
609 SNX TD SYNNEX CORPORATION Technology 2,060.0 $551K 0.00% NEW $267.70 -9.0%
610 FERG FERGUSON ENTERPRISES INC Industrials 2,307.0 $549K 0.00% +124.0 +5.7% $238.09 -0.7%
611 THOMSON REUTERS CORP 6,804.0 $549K 0.00% NEW $80.72
612 PPL PPL CORP Utilities 15,051.0 $547K 0.00% -6K -29.3% $36.35 -3.6%
613 TX TERNIUM SA Basic Materials 12,439.0 $530K 0.00% $42.61 +29.3%
614 VRSK VERISK ANALYTICS INC Industrials 2,942.0 $528K 0.00% -1K -31.2% $179.53 +5.6%
615 TDOC TELADOC HEALTH INC Healthcare 61,012.0 $528K 0.00% -32K -34.6% $8.65 -28.3%
616 THC TENET HEALTHCARE CORP Healthcare 2,836.0 $528K 0.00% -429.0 -13.1% $186.02 +49.8%
617 ARES ARES MANAGEMENT CORPORATION Financial Services 4,736.0 $527K 0.00% -1K -19.6% $111.31 +25.8%
618 RVTY REVVITY INC Healthcare 4,723.0 $525K 0.00% -199.0 -4.0% $111.12 +10.7%
619 FLOT ISHARES FLOATING RATE BOND ETF 9,954.0 $508K 0.00% NEW $51.00 +0.0%
620 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,159.0 $507K 0.00% -496.0 -30.0% $437.64 -14.7%
Page 31 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%