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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 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHW SHERWIN WILLIAMS CO Basic Materials 2,282.0 $731K 0.01% NEW $320.55 +0.1%
42 EVRG EVERGY INC Utilities 8,110.0 $664K 0.01% NEW $81.92 +0.7%
43 EWT ISHARES INC 8,500.0 $603K 0.01% NEW $70.92 +55.1%
44 WEC WEC ENERGY GROUP INC Utilities 4,671.0 $541K 0.00% NEW $115.77 -2.8%
45 GPN GLOBAL PMTS INC Industrials 7,228.0 $486K 0.00% NEW $67.30 -0.6%
46 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 6,150.0 $480K 0.00% NEW $78.03 -15.0%
47 UGI UGI CORP NEW Utilities 10,652.0 $388K 0.00% NEW $36.42 -7.2%
48 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 5,248.0 $388K 0.00% NEW $73.90 -0.6%
49 GH GUARDANT HEALTH INC Healthcare 4,193.0 $387K 0.00% NEW $92.37 +42.7%
50 RUN SUNRUN INC Energy 28,210.0 $383K 0.00% NEW $13.56 -0.3%
51 LMT LOCKHEED MARTIN CORP Industrials 500.0 $302K 0.00% NEW $604.39 -15.5%
52 MBB ISHARES TR 3,180.0 $302K 0.00% NEW $94.95 -0.5%
53 ON ON SEMICONDUCTOR CORP Technology 4,695.0 $291K 0.00% NEW $61.92 +96.4%
54 LOGI LOGITECH INTL S A Technology 3,081.0 $283K 0.00% NEW $91.72 +17.4%
55 GLW CORNING INC Technology 2,070.0 $281K 0.00% NEW $135.97 +43.4%
56 HALO HALOZYME THERAPEUTICS INC Healthcare 4,311.0 $279K 0.00% NEW $64.63 +6.1%
57 EOG EOG RES INC Energy 1,817.0 $263K 0.00% NEW $144.57 -10.1%
58 TNDM TANDEM DIABETES CARE INC Healthcare 13,700.0 $263K 0.00% NEW $19.17 -20.2%
59 AFRM AFFIRM HLDGS INC Technology 5,586.0 $256K 0.00% NEW $45.82 +61.3%
60 GLOBUS MED INC 2,946.0 $254K 0.00% NEW $86.16
Page 3 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%