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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 32 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,413.0 $507K 0.00% -689.0 -32.8% $358.75 -1.5%
622 CPRT COPART INC Industrials 17,729.0 $500K 0.00% -8K -30.4% $28.19 +18.0%
623 SUI SUN CMNTYS INC Real Estate 4,155.0 $496K 0.00% NEW $119.29 +3.5%
624 FE FIRSTENERGY CORP Utilities 10,414.0 $495K 0.00% -5K -30.5% $47.54 -2.0%
625 XHB SPDR S&P HOMEBUILDERS ETF 4,253.0 $492K 0.00% -38K -90.0% $115.62 -8.1%
626 BHP BHP GROUP LTD Basic Materials 5,896.0 $488K 0.00% -4K -37.4% $82.71 +17.4%
627 CMS CMS ENERGY CORP Utilities 6,279.0 $481K 0.00% -2K -28.3% $76.55 -10.6%
628 STM STMICROELECTRONICS N V Technology 6,439.0 $480K 0.00% NEW $74.47 -33.7%
629 KEY KEYCORP Financial Services 20,694.0 $477K 0.00% -8K -28.1% $23.05 -5.1%
630 PNW PINNACLE WEST CAP CORP Utilities 4,429.0 $476K 0.00% -483.0 -9.8% $107.44 -9.1%
631 ECH ISHARES MSCI CHILE ETF 11,739.0 $466K 0.00% $39.70 +6.5%
632 KGC KINROSS GOLD CORP Basic Materials 19,334.0 $452K 0.00% -34K -63.5% $23.40 +41.0%
633 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 2,488.0 $439K 0.00% -893.0 -26.4% $176.27 +5.0%
634 TAN INVESCO SOLAR ETF 7,293.0 $430K 0.00% +500.0 +7.4% $58.94 -18.0%
635 PKG PACKAGING CORP AMER Consumer Cyclical 1,771.0 $422K 0.00% -784.0 -30.7% $238.28 +4.4%
636 GIB CGI INC Technology 6,571.0 $419K 0.00% -8K -53.9% $63.81 +17.3%
637 WRB BERKLEY W R CORP Financial Services 5,883.0 $415K 0.00% -3K -30.9% $70.53 -1.2%
638 DQ DAQO NEW ENERGY CORP Technology 30,550.0 $406K 0.00% -31K -50.7% $13.31 +8.4%
639 ESS ESSEX PPTY TR INC Real Estate 1,360.0 $396K 0.00% -558.0 -29.1% $291.43 +0.7%
640 LNT ALLIANT ENERGY CORP Utilities 5,167.0 $394K 0.00% -2K -30.2% $76.28 -10.3%
Page 32 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%