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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 33 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SONY SONY GROUP CORP Technology 19,531.0 $393K 0.00% $20.11 +20.6%
642 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,557.0 $392K 0.00% -1K -23.6% $86.09 +17.3%
643 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 7,557.0 $390K 0.00% -9K -54.1% $51.56 +6.6%
644 ASX ASE TECHNOLOGY HLDG CO LTD Technology 8,742.0 $383K 0.00% NEW $43.80 -17.3%
645 NVR NVR INC Consumer Cyclical 55.0 $375K 0.00% -27.0 -32.9% $6813.82 -6.1%
646 BALL BALL CORP Consumer Cyclical 5,979.0 $373K 0.00% -9K -60.4% $62.40 +3.2%
647 TSCO TRACTOR SUPPLY CO Consumer Cyclical 11,777.0 $372K 0.00% -4K -27.4% $31.61 +13.6%
648 APA APA CORPORATION Energy 11,352.0 $371K 0.00% -10K -45.6% $32.71 +31.3%
649 CRS CARPENTER TECHNOLOGY CORP Industrials 598.0 $368K 0.00% -191.0 -24.2% $615.43 -22.5%
650 IEUR ISHARES TR 4,827.0 $362K 0.00% $74.91 +4.5%
651 NDSN NORDSON CORP Industrials 1,191.0 $359K 0.00% -322.0 -21.3% $301.69 +10.7%
652 CEVA CEVA INC Technology 8,025.0 $359K 0.00% NEW $44.73 -40.4%
653 NTES NETEASE INC Technology 2,787.0 $358K 0.00% $128.37 -4.2%
654 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,598.0 $356K 0.00% -985.0 -27.5% $136.95 +35.4%
655 LNN LINDSAY CORP Industrials 2,846.0 $352K 0.00% +152.0 +5.6% $123.80 -6.1%
656 EXP EAGLE MATLS INC Basic Materials 1,541.0 $346K 0.00% -41K -96.4% $224.54 -9.0%
657 GPC GENUINE PARTS CO Consumer Cyclical 2,902.0 $342K 0.00% -1K -30.5% $117.81 +15.2%
658 AA ALCOA CORP Basic Materials 6,435.0 $341K 0.00% -2K -21.2% $52.94 -6.7%
659 PDD PDD HOLDINGS INC Consumer Cyclical 4,409.0 $338K 0.00% -2K -25.6% $76.59 +13.7%
660 TREX TREX CO INC Industrials 6,701.0 $334K 0.00% NEW $49.82 -5.1%
Page 33 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%