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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 4 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES TR 50,230.0 $12.5M 0.10% +34K +214.8% $248.00 +19.2%
62 VAW VANGUARD WORLD FD 53,997.0 $12.2M 0.10% +26K +93.4% $225.34 +3.9%
63 WDC WESTERN DIGITAL CORP Technology 44,628.0 $12.1M 0.10% +37K +501.5% $270.49 +175.9%
64 EPP ISHARES INC 222,667.0 $11.8M 0.10% +155K +227.3% $53.14 +1.5%
65 XSVM INVESCO EXCHANGE TRADED FD T 191,813.0 $11.6M 0.09% +14K +8.1% $60.26 +13.3%
66 PYPL PAYPAL HLDGS INC Financial Services 238,811.0 $10.8M 0.09% +68K +39.5% $45.23 -6.0%
67 IXJ ISHARES TR 115,382.0 $10.8M 0.09% +46K +67.4% $93.54 -0.6%
68 ED CONSOLIDATED EDISON INC Utilities 93,149.0 $10.5M 0.09% +14K +17.7% $113.18 -6.0%
69 FIX COMFORT SYS USA INC Industrials 7,535.0 $10.4M 0.08% +642.0 +9.3% $1378.99 +42.7%
70 CRWD CROWDSTRIKE HLDGS INC Technology 23,803.0 $9.3M 0.07% +18K +306.3% $390.41 +75.4%
71 ILF ISHARES TR 257,601.0 $9.1M 0.07% +70K +37.6% $35.52 -4.6%
72 IXG ISHARES TR 75,819.0 $8.6M 0.07% +16K +26.7% $114.00 +9.5%
73 CMI CUMMINS INC Industrials 15,538.0 $8.4M 0.07% +4K +31.9% $538.02 +33.2%
74 VT VANGUARD INTL EQUITY INDEX F 57,237.0 $7.9M 0.06% +5K +10.1% $138.32 +14.0%
75 VGT VANGUARD WORLD FD 11,100.0 $7.7M 0.06% +1K +15.4% $697.72 -82.8%
76 SBUX STARBUCKS CORP Consumer Cyclical 85,043.0 $7.6M 0.06% +2K +2.7% $89.59 +12.3%
77 MCHI ISHARES TR 133,787.0 $7.5M 0.06% +27K +24.9% $56.18 -6.1%
78 SMTC SEMTECH CORP Technology 95,000.0 $7.3M 0.06% +10K +11.8% $76.89 +105.8%
79 XLV SELECT SECTOR SPDR TR 49,567.0 $7.3M 0.06% +6K +14.1% $146.61 +1.9%
80 IVE ISHARES TR 33,773.0 $7.1M 0.06% +3K +10.9% $211.15 +7.2%
Page 4 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%