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Portfolio (Quarterly) Guide ↗

Banco Santander, S.A.

· CIK 0000891478
13F Portfolio $16.1B AUM 929 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 81 New 215 Added 163 Reduced 40 Exited
Page 10 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 STNE STONECO LTD Technology 92,400.0 $1.0M 0.01% +37K +67.3% $10.84 -11.9%
182 DIA STATE STR SPDR DOW JONES IND Financial Services 1,778.0 $929K 0.01% +1K +149.4% $522.39 +2.2%
183 LMT LOCKHEED MARTIN CORP Industrials 1,774.0 $904K 0.01% +1K +254.8% $509.46 +10.7%
184 SPDW SPDR INDEX SHS FDS 17,058.0 $860K 0.01% +5K +37.3% $50.39 +2.8%
185 FDX FEDEX CORP Industrials 2,629.0 $823K 0.01% +907.0 +52.7% $313.13 +6.7%
186 INCY INCYTE CORP Healthcare 7,250.0 $822K 0.01% +2K +29.9% $113.36 +12.9%
187 SHOP SHOPIFY INC Technology 6,959.0 $795K 0.01% +2K +36.9% $114.18 +31.2%
188 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 9,351.0 $744K 0.01% +5K +119.5% $79.54 +44.1%
189 GLW CORNING INC Technology 2,847.0 $727K 0.01% +777.0 +37.5% $255.43 -43.0%
190 ITUB ITAU UNIBANCO HLDG S A Financial Services 84,397.0 $690K 0.00% +29K +53.3% $8.17 -8.0%
191 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,004.0 $686K 0.00% +537.0 +9.8% $114.18 +7.5%
192 UPS UNITED PARCEL SVCS INC Industrials 6,305.0 $678K 0.00% +3K +70.3% $107.50 -4.4%
193 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,818.0 $674K 0.00% +498.0 +37.7% $370.59 -2.8%
194 USMV ISHARES TR 6,440.0 $621K 0.00% +3K +86.7% $96.46 +5.3%
195 FITB FIFTH THIRD BANCORP Financial Services 9,477.0 $534K 0.00% +470.0 +5.2% $56.37 -2.6%
196 ASTS AST SPACEMOBILE INC Technology 5,692.0 $506K 0.00% +3K +98.5% $88.86 -29.8%
197 EOG EOG RES INC Energy 3,884.0 $504K 0.00% +2K +113.8% $129.73 +15.8%
198 VZ VERIZON COMMUNICATIONS INC Communication Services 11,823.0 $501K 0.00% +3K +36.7% $42.34 +18.4%
199 LOGI LOGITECH INTL S A Technology 5,223.0 $491K 0.00% +2K +69.5% $94.04 +3.4%
200 AMRIZE LTD 8,859.0 $472K 0.00% +5K +140.4% $53.30
Page 10 of 11  ·  215 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 35.9%
Financial Services 32.8%
Consumer Cyclical 7.5%
Communication Services 6.7%
Healthcare 5.1%
Industrials 4.9%
Consumer Defensive 2.9%
Energy 1.6%
Utilities 1.3%
Basic Materials 0.8%