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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 35 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 OVV OVINTIV INC Energy 5,246.0 $318K 0.00% -1K -18.6% $60.71 -13.7%
682 PR PERMIAN RESOURCES CORP Energy 14,489.0 $313K 0.00% -3K -18.4% $21.58 -14.6%
683 BE BLOOM ENERGY CORP Industrials 2,451.0 $310K 0.00% $126.43 +160.1%
684 MUR MURPHY OIL CORP Energy 7,343.0 $309K 0.00% -2K -18.3% $42.12 -18.6%
685 NTES NETEASE INC Technology 2,787.0 $305K 0.00% $109.59 +10.7%
686 UDR UDR INC Real Estate 9,033.0 $305K 0.00% -548.0 -5.7% $33.81 +11.1%
687 CRS CARPENTER TECHNOLOGY CORP Industrials 789.0 $305K 0.00% -183.0 -18.8% $386.18 +51.9%
688 XLB MATERIALS SELECT SECTOR SPDR FUND 6,022.0 $298K 0.00% -8K -56.2% $49.45 +4.7%
689 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 3,737.0 $294K 0.00% NEW $78.77 +13.1%
690 RUN SUNRUN INC Energy 22,449.0 $291K 0.00% -13K -36.7% $12.94 +4.5%
691 CPT CAMDEN PPTY TR Real Estate 2,957.0 $289K 0.00% -68.0 -2.2% $97.63 +11.6%
692 DAR DARLING INGREDIENTS INC Consumer Defensive 4,662.0 $289K 0.00% -1K -18.9% $61.90 -13.3%
693 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 15,212.0 $284K 0.00% $18.67 +9.5%
694 NWSA NEWS CORP NEW Communication Services 11,364.0 $283K 0.00% -157.0 -1.4% $24.93 +1.4%
695 NXT NEXTRACKER INC Technology 2,342.0 $271K 0.00% $115.71 +8.8%
696 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,545.0 $270K 0.00% -191.0 -7.0% $105.96 +13.6%
697 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 7,044.0 $260K 0.00% -339.0 -4.6% $36.95 +26.7%
698 CPNG COUPANG INC Consumer Cyclical 13,827.0 $255K 0.00% +4K +41.2% $18.46 -2.5%
699 WFG WEST FRASER TIMBER CO LTD Basic Materials 3,912.0 $247K 0.00% NEW $63.12 +11.5%
700 OSK OSHKOSH CORP Industrials 1,728.0 $246K 0.00% -398.0 -18.7% $142.39 -2.0%
Page 35 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%