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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 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IXN ISHARES TR 297,216.0 $29.7M 0.24% NEW $99.97 +46.4%
2 DHI D R HORTON INC Consumer Cyclical 110,992.0 $15.2M 0.12% NEW $137.22 +15.0%
3 EXI ISHARES TR 73,630.0 $13.3M 0.11% NEW $181.01 +9.9%
4 ARMK ARAMARK Industrials 328,469.0 $13.3M 0.11% NEW $40.54 +31.5%
5 IXP ISHARES TR 104,386.0 $12.0M 0.10% NEW $114.86 +2.2%
6 RXI ISHARES TR 61,306.0 $11.4M 0.09% NEW $186.45 +5.4%
7 AA ALCOA CORP Basic Materials 163,616.0 $10.9M 0.09% NEW $66.33 -10.5%
8 KXI ISHARES TR 77,716.0 $5.2M 0.04% NEW $67.01 -0.1%
9 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 78,667.0 $5.1M 0.04% NEW $65.09 +32.2%
10 MXI ISHARES TR 35,188.0 $3.7M 0.03% NEW $106.22 +3.8%
11 SDVY FIRST TR EXCHANGE TRADED FD 83,519.0 $3.3M 0.03% NEW $39.43 +7.1%
12 CVNA CARVANA CO Consumer Cyclical 10,141.0 $3.2M 0.03% NEW $314.38 -78.8%
13 IGV ISHARES TR 38,430.0 $3.1M 0.03% NEW $80.05 +11.3%
14 ORACLE CORP 43,397.0 $1.9M 0.02% NEW $44.53
15 MMM 3M CO Industrials 12,807.0 $1.9M 0.01% NEW $145.23 +10.6%
16 TECK TECK RESOURCES LTD Basic Materials 33,336.0 $1.8M 0.01% NEW $53.18 +21.0%
17 EA ELECTRONIC ARTS INC Communication Services 8,593.0 $1.8M 0.01% NEW $203.87 -0.8%
18 DUK DUKE ENERGY CORP NEW Utilities 13,054.0 $1.7M 0.01% NEW $130.94 -5.4%
19 ALL ALLSTATE CORP Financial Services 8,240.0 $1.7M 0.01% NEW $207.34 +6.7%
20 JBS N.V. 94,827.0 $1.7M 0.01% NEW $17.96
Page 1 of 4  ·  69 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%