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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 7 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RIO RIO TINTO PLC Basic Materials 212,538.0 $19.8M 0.14% +197K +1251.8% $93.29 +7.3%
122 HCA HCA HEALTHCARE INC Healthcare 41,701.0 $19.7M 0.14% $473.11 -20.7%
123 GSK GSK PLC Healthcare 350,902.0 $19.4M 0.14% +346K +7199.8% $55.19 -8.2%
124 FORTINET INC 234,032.0 $19.1M 0.13% -9K -3.9% $81.68
125 CVX CHEVRON CORP NEW Energy 91,489.0 $18.9M 0.13% -4K -4.6% $206.42 -15.9%
126 MRVL MARVELL TECHNOLOGY INC Technology 196,819.0 $18.7M 0.13% +46K +30.4% $95.10 +226.6%
127 SMH VANECK ETF TRUST 50,403.0 $18.7M 0.13% +5K +12.0% $371.34 +77.7%
128 UPS UNITED PARCEL SERVICE INC Industrials 189,756.0 $18.6M 0.13% -14K -7.0% $98.27 +6.7%
129 ADSK AUTODESK INC Technology 76,714.0 $18.3M 0.13% -7K -8.1% $239.10 -18.9%
130 FDX FEDEX CORP Industrials 51,360.0 $18.3M 0.13% +9K +20.3% $356.18 -8.4%
131 VRTX VERTEX PHARMACEUTICALS INC Healthcare 40,778.0 $18.1M 0.13% -53K -56.5% $444.74 +3.2%
132 CTVA CORTEVA INC Basic Materials 209,898.0 $17.6M 0.12% -3K -1.4% $83.71 -6.1%
133 JNJ JOHNSON & JOHNSON Healthcare 71,816.0 $17.6M 0.12% -16K -17.9% $244.42 -6.6%
134 COF CAPITAL ONE FINL CORP Financial Services 93,227.0 $17.0M 0.12% -95K -50.5% $182.32 +10.5%
135 KR KROGER CO Consumer Defensive 233,734.0 $16.9M 0.12% -7K -3.1% $72.45 -21.9%
136 CL COLGATE PALMOLIVE CO Consumer Defensive 198,597.0 $16.9M 0.12% +8K +4.5% $85.23 +5.0%
137 TRV TRAVELERS COMPANIES INC Financial Services 57,515.0 $16.8M 0.12% -17K -22.7% $291.68 +5.5%
138 DAL DELTA AIR LINES INC DEL Industrials 253,551.0 $16.7M 0.12% -21K -7.6% $66.02 +27.5%
139 KMI KINDER MORGAN INC DEL Energy 482,802.0 $16.2M 0.11% -95K -16.4% $33.53 -5.8%
140 SHOP SHOPIFY INC Technology 135,392.0 $15.9M 0.11% +11K +8.7% $117.77 -7.6%
Page 7 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%