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Portfolio (Quarterly) Guide ↗

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

· CIK 0000842180
13F Portfolio $14.4B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 724 New
Page 33 of 37  ·  724 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PENN PENN ENTERTAINMENT INC Consumer Cyclical 27,683.0 $410K 0.00% NEW $14.81 +43.8%
642 FERG FERGUSON ENTERPRISES INC Industrials 1,827.0 $408K 0.00% NEW $223.43 +6.7%
643 BNTX BIONTECH SE Healthcare 4,260.0 $404K 0.00% NEW $94.88 -4.2%
644 USFD US FOODS HLDG CORP Consumer Defensive 5,361.0 $404K 0.00% NEW $75.40 +21.9%
645 IYW ISHARES US TECHNOLOGY ETF 2,000.0 $403K 0.00% NEW $201.54 +25.8%
646 TKO TKO GROUP HOLDINGS INC Communication Services 1,884.0 $394K 0.00% NEW $209.00 -4.9%
647 REGCO REGENCY CTRS CORP Real Estate 5,569.0 $385K 0.00% NEW $69.10 -67.5%
648 NTES NETEASE INC Technology 2,787.0 $385K 0.00% NEW $137.98 -12.1%
649 HII HUNTINGTON INGALLS INDS INC Industrials 1,116.0 $380K 0.00% NEW $340.07 -16.1%
650 KSS KOHLS CORP Consumer Cyclical 18,395.0 $375K 0.00% NEW $20.38 -15.3%
651 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 22,797.0 $374K 0.00% NEW $16.42 +28.5%
652 AIZ ASSURANT INC Financial Services 1,541.0 $371K 0.00% NEW $240.85 +7.9%
653 NDSN NORDSON CORP Industrials 1,517.0 $365K 0.00% NEW $240.43 +23.1%
654 AES AES CORP Utilities 24,731.0 $355K 0.00% NEW $14.35 +1.9%
655 UDR UDR INC Real Estate 9,581.0 $351K 0.00% NEW $36.65 +2.5%
656 TAN INVESCO SOLAR ETF 7,057.0 $349K 0.00% NEW $49.44 +22.5%
657 IEUR ISHARES TR 4,827.0 $344K 0.00% NEW $71.17 +5.0%
658 DAYFORCE INC 4,924.0 $341K 0.00% NEW $69.16
659 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 15,245.0 $340K 0.00% NEW $22.32 -8.4%
660 CPT CAMDEN PPTY TR Real Estate 3,025.0 $333K 0.00% NEW $110.04 -1.0%
Page 33 of 37  ·  724 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 31.9%
Financial Services 29.8%
Communication Services 11.8%
Consumer Cyclical 8.9%
Healthcare 7.6%
Consumer Defensive 3.0%
Industrials 2.6%
Energy 1.6%
Basic Materials 1.0%
Real Estate 1.0%