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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 34 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 NDSN NORDSON CORP Industrials 1,513.0 $403K 0.00% $266.06 +11.2%
662 HQY HEALTHEQUITY INC Healthcare 4,859.0 $400K 0.00% -1K -18.9% $82.35 +3.5%
663 SONY SONY GROUP CORP Technology 19,531.0 $399K 0.00% $20.42 -0.4%
664 REGCO REGENCY CTRS CORP Real Estate 5,264.0 $398K 0.00% -305.0 -5.5% $75.67 -70.3%
665 USFD US FOODS HLDG CORP Consumer Defensive 4,346.0 $393K 0.00% -1K -18.9% $90.48 +1.6%
666 MKC MCCORMICK & CO INC Consumer Defensive 7,784.0 $393K 0.00% $50.44 -7.5%
667 PENN PENN ENTERTAINMENT INC Consumer Cyclical 25,893.0 $387K 0.00% -2K -6.5% $14.96 +42.3%
668 TKO TKO GROUP HOLDINGS INC Communication Services 1,894.0 $382K 0.00% +10.0 +0.5% $201.65 -1.4%
669 TAN INVESCO SOLAR ETF 6,793.0 $367K 0.00% -264.0 -3.7% $54.05 +12.1%
670 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 20,164.0 $359K 0.00% -3K -11.6% $17.80 +18.5%
671 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 610.0 $357K 0.00% $585.63 -8.4%
672 BITFARMS LTD 185,256.0 $354K 0.00% -14K -7.0% $1.91
673 AES AES CORP Utilities 24,185.0 $341K 0.00% -546.0 -2.2% $14.10 +3.7%
674 SEDG SOLAREDGE TECHNOLOGIES INC Energy 6,794.0 $340K 0.00% -31K -82.0% $50.09 +15.9%
675 IEUR ISHARES TR 4,827.0 $335K 0.00% $69.39 +7.7%
676 AIZ ASSURANT INC Financial Services 1,537.0 $335K 0.00% $217.81 +19.3%
677 GNRC GENERAC HLDGS INC Industrials 1,678.0 $328K 0.00% -545.0 -24.5% $195.33 +42.9%
678 TEAM ATLASSIAN CORPORATION Technology 4,814.0 $328K 0.00% -36K -88.2% $68.07 +21.5%
679 DINO HF SINCLAIR CORP Energy 5,125.0 $325K 0.00% -1K -18.4% $63.49 +1.6%
680 LNN LINDSAY CORP Industrials 2,694.0 $321K 0.00% +441.0 +19.6% $119.07 +0.0%
Page 34 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%