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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 4 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXN TEXAS INSTRS INC Technology 146,450.0 $43.5M 0.27% -1K -1.0% $297.33 -12.9%
62 MCHI ISHARES MSCI CHINA ETF 850,545.0 $43.3M 0.27% +445K +109.7% $50.93 +7.9%
63 UBER UBER TECHNOLOGIES INC Technology 592,062.0 $43.2M 0.27% +182K +44.5% $73.03 +8.6%
64 BKNG BOOKING HOLDINGS INC Consumer Cyclical 241,064.0 $43.0M 0.27% +231K +2413.4% $178.21 +19.7%
65 GS GOLDMAN SACHS GROUP INC Financial Services 42,427.0 $42.9M 0.27% -25K -36.7% $1010.31 +2.6%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 362,640.0 $42.3M 0.26% -387K -51.6% $116.61 +50.8%
67 CRM SALESFORCE INC Technology 267,668.0 $41.8M 0.26% +75K +38.6% $156.17 +33.9%
68 PANW PALO ALTO NETWORKS INC Technology 120,322.0 $40.9M 0.25% -18K -12.8% $339.62 +3.3%
69 APP APPLOVIN CORP Technology 78,217.0 $40.2M 0.25% -2K -3.1% $514.48 -42.0%
70 BBUS J P MORGAN EXCHANGE TRADED F 291,360.0 $39.2M 0.24% $134.44 +2.4%
71 GM GENERAL MTRS CO Consumer Cyclical 495,010.0 $38.1M 0.24% +195K +64.9% $76.91 +13.1%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 134,582.0 $37.8M 0.23% -116K -46.2% $280.65 -17.7%
73 TSLA TESLA INC Consumer Cyclical 88,539.0 $37.1M 0.23% -68K -43.4% $419.49 -16.8%
74 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 449,563.0 $36.9M 0.23% +117K +35.3% $82.16 -0.2%
75 FORTINET INC 237,530.0 $36.5M 0.23% +3K +1.5% $153.58
76 IWM ISHARES RUSSELL 2000 ETF 120,026.0 $36.0M 0.22% +35K +41.1% $299.69 -0.6%
77 UNH UNITEDHEALTH GROUP INC Healthcare 83,112.0 $34.6M 0.21% -741.0 -0.9% $415.77 -4.1%
78 AMGN AMGEN INC Healthcare 94,325.0 $34.1M 0.21% -891.0 -0.9% $361.99 +22.6%
79 TJX TJX COS INC NEW Consumer Cyclical 222,406.0 $33.7M 0.21% $151.46 -7.1%
80 EWZ ISHARES MSCI BRAZIL ETF 975,646.0 $33.6M 0.21% -1.4M -58.4% $34.43 +2.2%
Page 4 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%