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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 36 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CROX CROCS INC Consumer Cyclical 1,875.0 $227K 0.00% -29K -94.0% $120.93 +4.1%
702 OSK OSHKOSH CORP Industrials 1,470.0 $227K 0.00% -258.0 -14.9% $154.24 +1.4%
703 BCPC BALCHEM CORP Basic Materials 1,341.0 $226K 0.00% NEW $168.23 +5.5%
704 OGS ONE GAS INC Utilities 2,842.0 $222K 0.00% NEW $78.18 +2.8%
705 HII HUNTINGTON INGALLS INDS INC Industrials 788.0 $221K 0.00% -334.0 -29.8% $279.89 +5.3%
706 LPX LOUISIANA PAC CORP Basic Materials 2,792.0 $220K 0.00% NEW $78.76 -7.8%
707 RRC RANGE RES CORP Energy 5,887.0 $220K 0.00% NEW $37.35 +10.4%
708 LW LAMB WESTON HLDGS INC Consumer Defensive 5,038.0 $216K 0.00% NEW $42.97 +27.5%
709 WTRG ESSENTIAL UTILS INC Utilities 5,554.0 $214K 0.00% NEW $38.57 +7.2%
710 IDA IDACORP INC Utilities 1,407.0 $214K 0.00% NEW $152.24 -9.2%
711 CIBR FIRST TR EXCHANGE TRADED FD 2,371.0 $211K 0.00% NEW $89.10 +4.6%
712 INGR INGREDION INC Consumer Defensive 2,224.0 $211K 0.00% NEW $94.78 +12.0%
713 AES AES CORP Utilities 14,267.0 $209K 0.00% -10K -41.0% $14.66 +0.6%
714 POR PORTLAND GEN ELEC CO Utilities 3,956.0 $206K 0.00% NEW $52.13 -4.7%
715 THOMSON REUTERS CORP 2,529.0 $206K 0.00% -16K -86.0% $81.37
716 OVV OVINTIV INC Energy 3,852.0 $205K 0.00% -1K -26.6% $53.24 +23.8%
717 THO THOR INDS INC Consumer Cyclical 2,705.0 $204K 0.00% NEW $75.40 +5.3%
718 NWSA NEWS CORP NEW Communication Services 8,194.0 $203K 0.00% -3K -27.9% $24.83 +23.9%
719 AR ANTERO RESOURCES CORP Energy 5,700.0 $203K 0.00% NEW $35.58 +6.5%
720 POWL POWELL INDS INC Industrials 708.0 $202K 0.00% NEW $285.10 -33.7%
Page 36 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%