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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 8 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MPWR MONOLITHIC PWR SYS INC Technology 14,525.0 $15.8M 0.11% +13K +662.9% $1090.83 +43.3%
142 CAH CARDINAL HEALTH INC Healthcare 75,002.0 $15.8M 0.11% -5K -6.5% $211.13 +5.0%
143 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 145,445.0 $15.8M 0.11% +2K +1.7% $108.43 +0.6%
144 HIG HARTFORD INSURANCE GROUP INC Financial Services 116,274.0 $15.7M 0.11% -2K -1.5% $135.23 -5.2%
145 TFC TRUIST FINL CORP Financial Services 338,234.0 $15.5M 0.11% -6K -1.6% $45.97 +5.1%
146 PG PROCTER AND GAMBLE CO Consumer Defensive 106,964.0 $15.4M 0.11% +10K +10.1% $144.19 +4.3%
147 ALL ALLSTATE CORP Financial Services 72,393.0 $15.0M 0.10% -1K -1.6% $207.34 +6.7%
148 CAT CATERPILLAR INC Industrials 21,226.0 $15.0M 0.10% -2K -10.5% $706.02 +39.6%
149 SYK STRYKER CORPORATION Healthcare 44,782.0 $14.7M 0.10% -27K -37.7% $327.42 -6.0%
150 CDNS CADENCE DESIGN SYSTEM INC Technology 51,825.0 $14.4M 0.10% +18K +54.2% $277.32 +39.7%
151 NOC NORTHROP GRUMMAN CORP Industrials 20,342.0 $13.8M 0.10% -2K -8.2% $679.14 -23.2%
152 DG DOLLAR GEN CORP NEW Consumer Defensive 113,987.0 $13.5M 0.09% -2K -1.7% $118.40 -4.1%
153 VEEV VEEVA SYS INC Healthcare 76,430.0 $13.4M 0.09% +41K +114.2% $175.62 -12.7%
154 XBI SPDR S&P BIOTECH ETF 106,595.0 $13.4M 0.09% +65K +155.8% $125.53 +12.1%
155 IDXX IDEXX LABS INC Healthcare 23,732.0 $13.3M 0.09% -1K -4.8% $561.78 +0.1%
156 SO SOUTHERN CO Utilities 137,624.0 $13.2M 0.09% -761.0 -0.6% $96.27 -3.3%
157 INDA ISHARES MSCI INDIA ETF 284,091.0 $13.2M 0.09% +226K +392.9% $46.51 +6.6%
158 EWP ISHARES MSCI SPAIN ETF 243,942.0 $13.2M 0.09% -1.6M -87.0% $54.01 +9.3%
159 HWM HOWMET AEROSPACE INC Industrials 56,756.0 $13.0M 0.09% -4K -5.9% $229.72 +20.9%
160 STT STATE STR CORP Financial Services 102,550.0 $13.0M 0.09% +53K +108.2% $126.55 +33.0%
Page 8 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%