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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 34 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LVS LAS VEGAS SANDS CORP Consumer Cyclical 7,165.0 $331K 0.00% -2K -22.8% $46.18 +1.7%
662 FEDEX FGHT HLDG CO INC 2,175.0 $328K 0.00% NEW $151.00
663 Everest Re Group Ltd 889.0 $317K 0.00% -361.0 -28.9% $356.83
664 REGCO REGENCY CTRS CORP 3,929.0 $313K 0.00% -1K -25.4% $79.73
665 NXT NEXTRACKER INC Technology 2,663.0 $313K 0.00% +321.0 +13.7% $117.40 -27.8%
666 HOG HARLEY DAVIDSON INC Consumer Cyclical 12,725.0 $311K 0.00% -80K -86.2% $24.44 +15.8%
667 DUOL DUOLINGO INC Technology 2,618.0 $302K 0.00% +245.0 +10.3% $115.33 +27.3%
668 ATI ATI INC Industrials 1,519.0 $300K 0.00% -1K -47.9% $197.28 +6.4%
669 AIZ ASSURANT INC Financial Services 1,113.0 $299K 0.00% -424.0 -27.6% $268.53 +7.2%
670 CPNG COUPANG INC Consumer Cyclical 17,068.0 $297K 0.00% +3K +23.4% $17.42 -5.6%
671 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,299.0 $296K 0.00% NEW $228.06 -21.4%
672 NJR NEW JERSEY RES CORP Utilities 5,219.0 $295K 0.00% +1K +24.3% $56.54 -5.0%
673 COOPER COS INC 4,029.0 $289K 0.00% -2K -32.0% $71.75
674 MKC MCCORMICK & CO INC Consumer Defensive 5,704.0 $288K 0.00% -2K -26.7% $50.42 +11.5%
675 WFG WEST FRASER TIMBER CO LTD Basic Materials 4,132.0 $280K 0.00% +220.0 +5.6% $67.67 +1.3%
676 AVY AVERY DENNISON CORP Industrials 1,719.0 $279K 0.00% -4K -71.8% $162.35 +13.1%
677 AVAV AEROVIRONMENT INC Industrials 1,733.0 $278K 0.00% -24K -93.2% $160.70 -7.8%
678 SATS ECHOSTAR CORP Technology 2,726.0 $277K 0.00% -1K -29.2% $101.50 -14.3%
679 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,240.0 $276K 0.00% NEW $123.10 +11.7%
680 ROL ROLLINS INC Consumer Cyclical 6,579.0 $275K 0.00% -2K -21.6% $41.78 -10.8%
Page 34 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%