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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 8 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 T AT&T INC Communication Services 151,682.0 $3.1M 0.02% +125K +467.7% $20.70 +24.1%
142 NVR NVR INC Consumer Cyclical 442.0 $3.0M 0.02% +193.0 +77.5% $6813.40 -6.1%
143 CVNA CARVANA CO Consumer Cyclical 42,963.0 $2.8M 0.02% +33K +323.7% $65.82 +9.9%
144 CQQQ INVESCO EXCH TRADED FD TR II 49,408.0 $2.8M 0.02% +21K +70.9% $57.03 -15.9%
145 BK BANK OF NY MELLON CORP Financial Services 19,095.0 $2.8M 0.02% +3K +17.2% $144.61 -0.6%
146 ABT ABBOTT LABORATORIES Healthcare 30,266.0 $2.7M 0.02% +11K +57.7% $90.74 +28.6%
147 VLO VALERO ENERGY CORP Energy 9,638.0 $2.5M 0.02% +7K +222.2% $260.44 +32.9%
148 FDS FACTSET RESH SYS INC Financial Services 10,571.0 $2.4M 0.01% +2K +24.8% $230.08 +32.7%
149 PEP PEPSICO INC Consumer Defensive 17,727.0 $2.4M 0.01% +4K +27.6% $135.40 +6.8%
150 MELI MERCADOLIBRE INC Consumer Cyclical 1,413.0 $2.4M 0.01% +529.0 +59.8% $1697.39 +14.8%
151 ECH ISHARES INC 60,394.0 $2.4M 0.01% +5K +9.3% $39.70 +6.5%
152 CELH CELSIUS HLDGS INC Consumer Defensive 81,690.0 $2.4M 0.01% +39K +89.2% $29.28 +19.6%
153 LRN STRIDE INC Consumer Defensive 25,878.0 $2.2M 0.01% +4K +18.3% $86.24 -1.4%
154 TNDM TANDEM DIABETES CARE INC Healthcare 147,200.0 $2.2M 0.01% +134K +974.5% $15.09 +47.2%
155 PBR PETROLEO BRASILEIRO S A Energy 135,064.0 $2.2M 0.01% +90K +196.7% $16.16 +15.1%
156 ROST ROSS STORES INC Consumer Cyclical 10,134.0 $2.2M 0.01% +7K +280.1% $212.85 +13.5%
157 DUK DUKE ENERGY CORP NEW Utilities 16,714.0 $2.1M 0.01% +4K +28.0% $126.58 -3.6%
158 COP CONOCOPHILLIPS Energy 19,330.0 $2.0M 0.01% +231.0 +1.2% $103.96 +28.3%
159 EA ELECTRONIC ARTS INC Communication Services 9,114.0 $1.9M 0.01% +521.0 +6.1% $205.04 +2.3%
160 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,068.0 $1.9M 0.01% +925.0 +29.4% $459.13 +17.1%
Page 8 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%