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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 37 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 KNF KNIFE RIVER CORP Basic Materials 2,430.0 $202K 0.00% NEW $82.99 -22.8%
722 RMBS RAMBUS INC DEL Technology 1,605.0 $201K 0.00% NEW $125.29 -29.5%
723 MDU MDU RES GROUP INC Industrials 9,415.0 $201K 0.00% NEW $21.30 -6.0%
724 MAT MATTEL INC Consumer Cyclical 13,887.0 $191K 0.00% NEW $13.78 +7.6%
725 PR PERMIAN RESOURCES CORP Energy 10,319.0 $191K 0.00% -4K -28.8% $18.55 +26.7%
726 SNAP SNAP INC Communication Services 43,721.0 $191K 0.00% NEW $4.38 +24.1%
727 ARRY ARRAY TECHNOLOGIES INC Energy 23,392.0 $175K 0.00% +2K +8.5% $7.49 -39.8%
728 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 15,952.0 $157K 0.00% +2K +10.6% $9.82 -29.8%
729 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 13,053.0 $130K 0.00% -6K -32.2% $9.95 -2.7%
730 BBBY BEYOND INC Consumer Cyclical 20,192.0 $117K 0.00% -4K -17.4% $5.81 -25.2%
731 NIO NIO INC Consumer Cyclical 20,126.0 $100K 0.00% +8K +66.0% $4.98 -12.2%
732 NVAX NOVAVAX INC Healthcare 10,213.0 $98K 0.00% -318.0 -3.0% $9.59 -8.4%
733 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 16,340.0 $69K -4K -18.3% $4.20 +93.0%
Page 37 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%