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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 11 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ECL ECOLAB INC Basic Materials 1,538.0 $429K 0.00% +399.0 +35.0% $278.61 +3.0%
202 CORPAY INC 1,245.0 $415K 0.00% +282.0 +29.3% $333.27
203 SMR NUSCALE PWR CORP Utilities 40,376.0 $405K 0.00% +24K +152.0% $10.03 -9.8%
204 AXON AXON ENTERPRISE INC Industrials 721.0 $404K 0.00% +246.0 +51.8% $560.61 +6.6%
205 EWL ISHARES INC 6,265.0 $394K 0.00% +2K +34.4% $62.85 +2.2%
206 ALB ALBEMARLE CORP Basic Materials 2,861.0 $386K 0.00% +1K +87.4% $135.03 +4.8%
207 TIP ISHARES TR 3,512.0 $384K 0.00% +266.0 +8.2% $109.43 -2.0%
208 APP APPLOVIN CORP Technology 695.0 $358K 0.00% +84.0 +13.8% $515.23 -42.0%
209 EMB ISHARES TR 2,971.0 $287K 0.00% +513.0 +20.9% $96.44 -1.6%
210 RF REGIONS FINANCIAL CORP NEW Financial Services 9,390.0 $284K 0.00% +660.0 +7.6% $30.20 +1.4%
211 PHO INVESCO EXCHANGE TRADED FD T 3,750.0 $259K 0.00% +360.0 +10.6% $69.08 +4.7%
212 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 6,064.0 $235K 0.00% +932.0 +18.2% $38.73 +60.6%
213 ARCC ARES CAPITAL CORP Financial Services 11,070.0 $205K 0.00% +291.0 +2.7% $18.53 +8.2%
214 KULR TECHNOLOGY GROUP INC 38,886.0 $148K 0.00% +2K +4.8% $3.81
215 PLUG PLUG PWR INC Industrials 20,274.0 $55K +7K +52.7% $2.71 -19.9%
Page 11 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%