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Portfolio (Quarterly) Guide ↗

Banco Santander, S.A.

· CIK 0000891478
13F Portfolio $12.4B AUM 901 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 163 Added 171 Reduced 58 Exited
Page 2 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GILD GILEAD SCIENCES INC Healthcare 276,035.0 $38.5M 0.31% +14K +5.4% $139.37 -11.2%
22 MDLZ MONDELEZ INTL INC Consumer Defensive 630,338.0 $36.3M 0.29% +573K +997.2% $57.64 +4.3%
23 UBER UBER TECHNOLOGIES INC Technology 503,900.0 $36.2M 0.29% +35K +7.6% $71.93 -0.4%
24 SPSM SPDR SERIES TRUST 747,076.0 $36.1M 0.29% +50K +7.2% $48.32 +15.6%
25 ANET ARISTA NETWORKS INC Technology 285,670.0 $35.1M 0.28% +206K +258.6% $122.78 +38.2%
26 WELL WELLTOWER INC Real Estate 173,789.0 $34.4M 0.28% +8K +5.1% $197.71 +4.5%
27 IEF ISHARES TR 337,380.0 $32.2M 0.26% +148K +78.5% $95.44 -1.1%
28 CME CME GROUP INC Financial Services 106,941.0 $31.6M 0.26% +4K +3.9% $295.35 -16.6%
29 REGN REGENERON PHARMACEUTICALS Healthcare 40,590.0 $31.4M 0.25% +3K +7.6% $772.64 -21.1%
30 LHX L3HARRIS TECHNOLOGIES INC Industrials 85,218.0 $29.4M 0.24% +84K +7233.7% $345.15 -14.6%
31 EEM ISHARES TR 504,586.0 $28.7M 0.23% +377K +294.3% $56.79 +24.7%
32 NEE NEXTERA ENERGY INC Utilities 291,922.0 $27.1M 0.22% +24K +8.9% $92.88 -6.6%
33 UNH UNITEDHEALTH GROUP INC Healthcare 98,578.0 $26.7M 0.21% +23K +30.0% $270.59 +48.2%
34 CEG CONSTELLATION ENERGY CORP Utilities 93,871.0 $26.2M 0.21% +51K +117.6% $279.25 -1.9%
35 SNPS SYNOPSYS INC Technology 65,990.0 $26.2M 0.21% +59K +814.5% $396.48 +14.9%
36 NEM NEWMONT CORP Basic Materials 239,129.0 $25.9M 0.21% +225K +1591.6% $108.25 -4.1%
37 MCD MCDONALDS CORP Consumer Cyclical 77,344.0 $24.0M 0.19% +3K +4.0% $310.79 -10.4%
38 BIL SPDR SERIES TRUST 253,206.0 $23.2M 0.19% +16K +6.9% $91.64 -0.1%
39 TJX TJX COS INC NEW Consumer Cyclical 138,757.0 $22.2M 0.18% +5K +3.6% $159.70 +2.6%
40 TMUS T-MOBILE US INC Communication Services 104,540.0 $22.0M 0.18% +52K +100.4% $210.03 -13.5%
Page 2 of 9  ·  163 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 42.4%
Technology 23.3%
Consumer Cyclical 7.9%
Communication Services 7.0%
Healthcare 5.8%
Industrials 4.7%
Consumer Defensive 3.9%
Energy 2.3%
Basic Materials 1.1%
Utilities 1.0%