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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ASTS AST SPACEMOBILE INC Technology 2,868.0 $238K 0.00% NEW $82.87 -2.7%
62 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4,261.0 $233K 0.00% NEW $54.75 +41.0%
63 IDNA ISHARES TR 7,560.0 $220K 0.00% NEW $29.05 +5.2%
64 PCAR PACCAR INC Industrials 1,802.0 $208K 0.00% NEW $115.50 +3.0%
65 GXO GXO LOGISTICS INCORPORATED Industrials 3,996.0 $207K 0.00% NEW $51.85 -6.2%
66 AMRIZE LTD 3,685.0 $206K 0.00% NEW $56.02
67 AXON AXON ENTERPRISE INC Industrials 475.0 $202K 0.00% NEW $424.69 -0.3%
68 FLNC FLUENCE ENERGY INC Utilities 13,773.0 $190K 0.00% NEW $13.76 +80.2%
69 SMR NUSCALE PWR CORP Utilities 16,024.0 $174K 0.00% NEW $10.84 +8.1%
Page 4 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%