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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 36 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 XLI INDUSTRIAL SELECT SECTOR SPDR FUND 1,511.0 $240K 0.00% -5K -77.5% $159.04 +13.8%
702 DUOL DUOLINGO INC Technology 2,373.0 $238K 0.00% -94.0 -3.8% $100.30 +25.2%
703 ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 5,527.0 $236K 0.00% $42.70
704 NJR NEW JERSEY RES CORP Utilities 4,200.0 $231K 0.00% -949.0 -18.4% $55.03 +0.2%
705 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 5,197.0 $224K 0.00% $43.06 -8.5%
706 VICR VICOR CORP Technology 1,500.0 $223K 0.00% NEW $148.71 +122.8%
707 AOS SMITH A O CORP Industrials 3,380.0 $223K 0.00% -261.0 -7.2% $65.87 -11.6%
708 TPH TRI POINTE HOMES INC Consumer Cyclical 4,696.0 $220K 0.00% NEW $46.77 +0.4%
709 WHR WHIRLPOOL CORP Consumer Cyclical 4,069.0 $215K 0.00% -87.0 -2.1% $52.84 -26.9%
710 BNTX BIONTECH SE Healthcare 2,405.0 $209K 0.00% -2K -43.5% $87.01 +4.5%
711 MSA MSA SAFETY INC Industrials 1,277.0 $206K 0.00% -295.0 -18.8% $161.17 +2.0%
712 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,540.0 $204K 0.00% -148K -99.0% $132.41 +19.5%
713 DOCN DIGITALOCEAN HLDGS INC Technology 2,500.0 $203K 0.00% NEW $81.26 +113.2%
714 HRL HORMEL FOODS CORP Consumer Defensive 8,949.0 $203K 0.00% $22.65 +6.7%
715 OGE OGE ENERGY CORP Utilities 4,240.0 $202K 0.00% -954.0 -18.4% $47.73 -0.9%
716 VALE VALE S A Basic Materials 12,468.0 $197K 0.00% -207K -94.3% $15.82 -2.5%
717 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 19,249.0 $184K 0.00% $9.55 -5.8%
718 ARRY ARRAY TECHNOLOGIES INC Energy 21,557.0 $146K 0.00% $6.79 +17.9%
719 OWL BLUE OWL CAPITAL INC Financial Services 16,203.0 $146K 0.00% -4K -17.8% $9.01 +5.7%
720 BBBY BEYOND INC Consumer Cyclical 24,454.0 $110K 0.00% +5K +27.4% $4.51 +31.4%
Page 36 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%