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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CARNIVAL CORP LTD 9,547.0 $273K 0.00% NEW $28.57
62 CEREBRAS SYSTEMS INC 1,200.0 $265K 0.00% NEW $221.00
63 PSN PARSONS CORP DEL Industrials 5,029.0 $263K 0.00% NEW $52.39 -6.8%
64 CMS CMS ENERGY CORP Utilities 3,358.0 $257K 0.00% NEW $76.50 -10.6%
65 KEEL KEEL INFRASTRUCTURE CORP Technology 42,865.0 $246K 0.00% NEW $5.74 -43.4%
66 FICO FAIR ISAAC CORP Technology 198.0 $237K 0.00% NEW $1194.78 -2.4%
67 AEIS ADVANCED ENERGY INDS Industrials 628.0 $234K 0.00% NEW $372.87 -26.3%
68 DOV DOVER CORP Industrials 1,032.0 $231K 0.00% NEW $224.28 -9.2%
69 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,000.0 $216K 0.00% NEW $107.78 +3.8%
70 TDOC TELADOC HEALTH INC Healthcare 25,318.0 $215K 0.00% NEW $8.48 -26.9%
71 IYW ISHARES TR 848.0 $214K 0.00% NEW $252.23 -3.2%
72 WBD WARNER BROS DISCOVERY INC Communication Services 8,000.0 $213K 0.00% NEW $26.66 +7.7%
73 FAST FASTENAL CO Industrials 4,387.0 $211K 0.00% NEW $48.03 +6.8%
74 GRAB GRAB HOLDINGS LIMITED Technology 54,735.0 $206K 0.00% NEW $3.77 -6.6%
75 FEDEX FGHT HLDG CO INC 1,342.0 $203K 0.00% NEW $151.00
76 EEMA ISHARES INC 1,727.0 $202K 0.00% NEW $116.96 -2.1%
77 IDV ISHARES TR 4,864.0 $202K 0.00% NEW $41.43 +8.7%
78 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 804.0 $201K 0.00% NEW $249.98 -6.6%
79 PSKY PARAMOUNT SKYDANCE CORP Communication Services 20,000.0 $197K 0.00% NEW $9.86 +5.0%
80 RDW REDWIRE CORPORATION Industrials 12,313.0 $151K 0.00% NEW $12.23 -7.0%
Page 4 of 5  ·  81 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%