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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 35 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 OGE OGE ENERGY CORP Utilities 5,594.0 $273K 0.00% +1K +31.9% $48.88 -6.0%
682 RUN SUNRUN INC Energy 18,901.0 $262K 0.00% -4K -15.8% $13.87 -35.7%
683 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,381.0 $258K 0.00% -2K -23.6% $48.00 -9.0%
684 UDR UDR INC Real Estate 6,427.0 $257K 0.00% -3K -28.9% $39.93 -3.9%
685 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 3,569.0 $256K 0.00% NEW $71.83 +0.9%
686 TKO TKO GROUP HOLDINGS INC Communication Services 1,260.0 $254K 0.00% -634.0 -33.5% $201.31 -3.9%
687 DINO HF SINCLAIR CORP Energy 3,536.0 $252K 0.00% -2K -31.0% $71.21 +33.7%
688 WCC WESCO INTL INC Industrials 719.0 $250K 0.00% NEW $347.05 -2.9%
689 TYL TYLER TECHNOLOGIES INC Technology 843.0 $247K 0.00% -387.0 -31.5% $292.46 +21.7%
690 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 3,738.0 $246K 0.00% NEW $65.86 +33.2%
691 CPT CAMDEN PPTY TR Real Estate 2,149.0 $246K 0.00% -808.0 -27.3% $114.56 -4.7%
692 U UNITY SOFTWARE INC Technology 8,608.0 $246K 0.00% -15K -63.6% $28.59 +61.5%
693 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 11,548.0 $244K 0.00% -4K -24.1% $21.14 -18.5%
694 ASH ASHLAND INC Basic Materials 3,702.0 $242K 0.00% NEW $65.25 +13.0%
695 RS RELIANCE INC Basic Materials 644.0 $240K 0.00% NEW $373.31 +2.5%
696 LIBERTY MEDIA CORP DEL 2,543.0 $239K 0.00% NEW $94.09
697 CSGP COSTAR GROUP INC Real Estate 8,312.0 $236K 0.00% -5K -39.0% $28.38 +15.7%
698 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,893.0 $234K 0.00% -652.0 -25.6% $123.52 -4.8%
699 TFX TELEFLEX INCORPORATED Healthcare 1,828.0 $230K 0.00% NEW $125.91 +9.9%
700 MSA MSA SAFETY INC Industrials 1,319.0 $229K 0.00% +42.0 +3.3% $173.63 +8.8%
Page 35 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%