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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 6 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BK BANK NEW YORK MELLON CORP Financial Services 197,024.0 $23.4M 0.16% -7K -3.5% $118.63 +20.1%
102 DHR DANAHER CORPORATION Healthcare 123,191.0 $23.3M 0.16% +58K +88.6% $189.47 -6.5%
103 LOW LOWES COS INC Consumer Cyclical 98,540.0 $23.2M 0.16% -920.0 -0.9% $235.36 -5.6%
104 SNPS SYNOPSYS INC Technology 58,130.0 $23.0M 0.16% +9K +17.4% $394.99 +15.3%
105 ISRG INTUITIVE SURGICAL INC Healthcare 49,562.0 $22.8M 0.16% +4K +8.0% $460.21 -11.6%
106 MCHI ISHARES MSCI CHINA ETF 405,567.0 $22.7M 0.16% -14K -3.3% $55.86 -5.5%
107 UNH UNITEDHEALTH GROUP INC Healthcare 83,853.0 $22.6M 0.16% -11K -11.4% $269.20 +48.9%
108 KEYS KEYSIGHT TECHNOLOGIES INC Technology 79,249.0 $22.3M 0.16% -3K -3.2% $281.91 +29.0%
109 USB US BANCORP DEL Financial Services 429,604.0 $22.3M 0.16% +274K +176.6% $51.95 +11.9%
110 GM GENERAL MTRS CO Consumer Cyclical 300,157.0 $22.2M 0.16% -33K -9.8% $74.11 +7.0%
111 MPC MARATHON PETE CORP Energy 90,417.0 $22.1M 0.15% -8K -7.7% $244.45 -0.6%
112 PANW PALO ALTO NETWORKS INC Technology 138,048.0 $22.0M 0.15% +17K +13.8% $159.58 +80.3%
113 AZO AUTOZONE INC Consumer Cyclical 6,489.0 $21.9M 0.15% +2K +34.0% $3371.93 -9.1%
114 CMCSA COMCAST CORP NEW Communication Services 752,372.0 $21.6M 0.15% +43K +6.0% $28.71 -21.9%
115 EA ELECTRONIC ARTS INC Communication Services 105,914.0 $21.6M 0.15% -6K -5.5% $203.74 -0.8%
116 HOOD ROBINHOOD MKTS INC Financial Services 321,003.0 $21.5M 0.15% +94K +41.6% $66.84 +61.8%
117 PYPL PAYPAL HLDGS INC Financial Services 464,367.0 $20.9M 0.15% +17K +3.7% $45.07 -5.7%
118 IWM ISHARES RUSSELL 2000 ETF 85,088.0 $20.7M 0.14% -429K -83.4% $243.57 +21.3%
119 CVS CVS HEALTH CORP Healthcare 286,968.0 $20.6M 0.14% -11K -3.9% $71.80 +36.9%
120 EBAY EBAY INC. Consumer Cyclical 219,711.0 $20.0M 0.14% +18K +9.2% $90.92 +19.1%
Page 6 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%