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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 7 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISRG INTUITIVE SURGICAL INC Healthcare 56,674.0 $22.5M 0.14% +7K +14.3% $397.57 -6.0%
122 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 89,886.0 $22.4M 0.14% -37K -29.4% $249.68 -6.5%
123 EBAY EBAY INC. Consumer Cyclical 200,870.0 $22.4M 0.14% -19K -8.6% $111.72 -4.2%
124 TGT TARGET CORP Consumer Defensive 165,389.0 $21.6M 0.14% -48K -22.4% $130.78 +29.9%
125 CMCSA COMCAST CORP NEW Communication Services 879,991.0 $21.6M 0.13% +128K +17.0% $24.55 +10.1%
126 EA ELECTRONIC ARTS INC Communication Services 98,688.0 $20.2M 0.13% -7K -6.8% $205.06 +2.3%
127 RIO RIO TINTO PLC Basic Materials 212,472.0 $20.2M 0.13% $94.93 +10.4%
128 MPWR MONOLITHIC PWR SYS INC Technology 14,515.0 $20.0M 0.12% $1381.05 -7.0%
129 BLOCK INC 262,677.0 $20.0M 0.12% +135K +106.1% $76.11
130 ARM ARM HOLDINGS PLC Technology 55,794.0 $19.9M 0.12% +28K +101.4% $356.53 -33.0%
131 UPS UNITED PARCEL SERVICE INC Industrials 184,831.0 $19.9M 0.12% -5K -2.6% $107.48 -4.4%
132 DHR DANAHER CORPORATION Healthcare 103,667.0 $19.7M 0.12% -20K -15.8% $190.48 +13.0%
133 VRTX VERTEX PHARMACEUTICALS INC Healthcare 39,809.0 $19.7M 0.12% -969.0 -2.4% $495.83 +10.4%
134 LOW LOWES COS INC Consumer Cyclical 89,416.0 $19.7M 0.12% -9K -9.3% $220.17 -1.4%
135 NOW SERVICENOW INC Technology 197,086.0 $19.5M 0.12% -79K -28.5% $98.86 +29.5%
136 XLK TECHNOLOGY SELECT SECTOR SPDR FUND 101,029.0 $19.2M 0.12% +54K +114.7% $189.96 -5.2%
137 MCD MCDONALDS CORP Consumer Cyclical 70,917.0 $19.1M 0.12% -11K -13.2% $269.97 +1.0%
138 TRV TRAVELERS COMPANIES INC Financial Services 57,194.0 $18.9M 0.12% -321.0 -0.6% $330.12 +12.2%
139 CL COLGATE PALMOLIVE CO Consumer Defensive 204,539.0 $18.8M 0.12% +6K +3.0% $91.68 +1.0%
140 CAT CATERPILLAR INC Industrials 17,584.0 $18.7M 0.12% -4K -17.2% $1063.56 -23.7%
Page 7 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%