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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 4 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TJX TJX COS INC NEW Consumer Cyclical 222,695.0 $35.5M 0.25% -5K -2.1% $159.61 +2.6%
62 QCOM QUALCOMM INC Technology 272,699.0 $35.1M 0.25% -19K -6.6% $128.74 +75.6%
63 VZ VERIZON COMMUNICATIONS INC Communication Services 699,340.0 $35.1M 0.25% -12K -1.6% $50.20 -8.7%
64 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 355,184.0 $35.1M 0.24% +248K +232.9% $98.75 +0.2%
65 COST COSTCO WHSL CORP NEW Consumer Defensive 35,006.0 $34.8M 0.24% +5K +16.0% $994.12 -4.3%
66 BBUS J P MORGAN EXCHANGE TRADED F 292,172.0 $34.0M 0.24% +15K +5.4% $116.53 +15.8%
67 AMGN AMGEN INC Healthcare 95,216.0 $33.5M 0.23% -68K -41.6% $351.80 -4.0%
68 VT VANGUARD INTL EQUITY INDEX F 242,000.0 $33.5M 0.23% -129K -34.8% $138.32 +14.0%
69 CEG CONSTELLATION ENERGY CORP Utilities 120,799.0 $33.4M 0.23% +79K +191.8% $276.85 -1.0%
70 PFE PFIZER INC Healthcare 1,177,115.0 $33.0M 0.23% -26K -2.2% $28.05 -10.1%
71 BMY BRISTOL-MYERS SQUIBB CO Healthcare 543,291.0 $32.9M 0.23% -98K -15.3% $60.61 -10.9%
72 VCEB VANGUARD WORLD FD 519,584.0 $32.5M 0.23% +72K +16.0% $62.53 +0.5%
73 SCHW SCHWAB CHARLES CORP Financial Services 343,069.0 $32.2M 0.23% -15K -4.3% $93.95 -2.4%
74 APP APPLOVIN CORP Technology 80,704.0 $32.0M 0.22% +1K +1.6% $396.56 +18.4%
75 ADBE ADOBE INC Technology 128,601.0 $31.2M 0.22% -18K -12.5% $242.72 -19.6%
76 NEM NEWMONT CORP Basic Materials 285,740.0 $30.9M 0.22% +7K +2.4% $108.13 -4.0%
77 VGK VANGUARD FTSE EUROPE ETF 380,827.0 $30.8M 0.22% +33K +9.6% $80.95 +9.0%
78 AXP AMERICAN EXPRESS CO Financial Services 102,098.0 $30.7M 0.21% +14K +16.1% $301.16 +12.3%
79 SLB SCHLUMBERGER LTD Energy 577,466.0 $29.6M 0.21% -124K -17.6% $51.34 -6.3%
80 UBER UBER TECHNOLOGIES INC Technology 409,665.0 $29.2M 0.20% +78K +23.7% $71.25 +0.5%
Page 4 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%