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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 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMT AMERICAN TOWER CORP Real Estate 9,777.0 $1.7M 0.01% NEW $172.58 +2.0%
22 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 8,804.0 $1.7M 0.01% NEW $189.05 +18.8%
23 IDXX IDEXX LABS INC Healthcare 2,951.0 $1.7M 0.01% NEW $561.89 +0.0%
24 WWD WOODWARD INC Industrials 4,556.0 $1.6M 0.01% NEW $357.92 +20.2%
25 CELH CELSIUS HLDGS INC Consumer Defensive 43,177.0 $1.5M 0.01% NEW $35.48 -13.2%
26 AAL AMERICAN AIRLINES GROUP INC Industrials 140,969.0 $1.5M 0.01% NEW $10.74 +48.9%
27 CENCORA INC 4,665.0 $1.5M 0.01% NEW $314.14
28 ARGX ARGENX SE Healthcare 1,847.0 $1.3M 0.01% NEW $730.25 +20.2%
29 BEONE MEDICINES LTD 4,469.0 $1.3M 0.01% NEW $296.97
30 RBRK RUBRIK INC. Technology 26,006.0 $1.3M 0.01% NEW $48.97 +43.4%
31 LEU CENTRUS ENERGY CORP Energy 6,666.0 $1.2M 0.01% NEW $173.59 +10.3%
32 CRCL CIRCLE INTERNET GROUP INC Financial Services 12,128.0 $1.2M 0.01% NEW $95.41 -15.9%
33 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 12,174.0 $1.1M 0.01% NEW $93.87 +189.6%
34 AZN ASTRAZENECA PLC Healthcare 5,688.0 $1.1M 0.01% NEW $200.73 -12.9%
35 FSLR FIRST SOLAR INC Energy 5,437.0 $1.1M 0.01% NEW $197.26 +30.6%
36 UAL UNITED AIRLS HLDGS INC Industrials 11,262.0 $1.0M 0.01% NEW $92.07 +28.5%
37 RIOT RIOT PLATFORMS INC Financial Services 82,004.0 $1.0M 0.01% NEW $12.36 +127.3%
38 EWY ISHARES INC 6,700.0 $824K 0.01% NEW $123.01 +78.2%
39 STNE STONECO LTD Technology 55,238.0 $780K 0.01% NEW $14.12 -25.0%
40 IDCC INTERDIGITAL INC Technology 2,534.0 $765K 0.01% NEW $302.00 -2.0%
Page 2 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%