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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 6 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADSK AUTODESK INC Technology 53,974.0 $10.5M 0.07% +9K +20.2% $194.42 +30.6%
102 SBUX STARBUCKS CORP Consumer Cyclical 102,466.0 $10.5M 0.07% +17K +20.5% $102.19 +5.2%
103 MLI MUELLER INDS INC Industrials 84,522.0 $10.4M 0.07% +17K +25.4% $122.93 -48.4%
104 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 21,482.0 $10.3M 0.06% +825.0 +4.0% $477.57 -14.2%
105 JNJ JOHNSON & JOHNSON Healthcare 39,557.0 $10.0M 0.06% +15K +64.2% $253.97 +7.8%
106 ILF ISHARES TR 290,985.0 $9.8M 0.06% +33K +13.0% $33.75 +3.2%
107 FOXA FOX CORP Communication Services 176,380.0 $9.2M 0.06% +41K +30.6% $52.16 +32.5%
108 EWY ISHARES INC 40,390.0 $8.2M 0.05% +34K +502.8% $201.90 -13.8%
109 ITGR INTEGER HLDGS CORP Healthcare 82,339.0 $7.7M 0.05% +3K +4.4% $93.45 +34.1%
110 OTIS OTIS WORLDWIDE CORP Industrials 106,257.0 $7.6M 0.05% +98K +1153.2% $71.60 +0.5%
111 EQT EQT CORP Energy 139,856.0 $7.4M 0.05% +125K +864.4% $53.17 +0.7%
112 SDVY FIRST TR EXCHANGE TRADED FD 170,393.0 $7.4M 0.05% +87K +104.0% $43.14 +1.9%
113 TXN TEXAS INSTRS INC Technology 24,144.0 $7.2M 0.04% +7K +41.9% $298.07 -13.0%
114 ESGV VANGUARD WORLD FD 54,058.0 $7.1M 0.04% +11K +24.3% $132.24 +2.5%
115 FXI ISHARES TR 225,196.0 $7.1M 0.04% +64K +39.7% $31.59 +12.6%
116 ESGU ISHARES TR 43,263.0 $7.1M 0.04% +8K +21.5% $163.67 +2.3%
117 AMGN AMGEN INC Healthcare 18,674.0 $6.8M 0.04% +900.0 +5.1% $362.12 +21.9%
118 EXPD EXPEDITORS INTL WASH INC Industrials 40,127.0 $6.5M 0.04% +8K +25.3% $162.98 +14.8%
119 KXI ISHARES TR 86,518.0 $5.8M 0.04% +9K +11.3% $67.53 +3.5%
120 SHY ISHARES TR 67,368.0 $5.5M 0.03% +857.0 +1.3% $82.11 -0.1%
Page 6 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%