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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 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRNA MODERNA INC Healthcare 133,029.0 $6.8M 0.05% -74K -35.8% $50.80 +25.9%
82 AMGN AMGEN INC Healthcare 17,774.0 $6.3M 0.05% -9K -33.4% $351.85 -4.1%
83 XLP SELECT SECTOR SPDR TR 75,216.0 $6.2M 0.05% -6K -7.2% $81.98 +1.6%
84 JNJ JOHNSON & JOHNSON Healthcare 24,090.0 $5.9M 0.05% -28K -53.5% $244.44 -6.6%
85 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 65,223.0 $5.3M 0.04% -35K -35.0% $80.56 -25.4%
86 WIX WIX COM LTD Technology 58,182.0 $5.2M 0.04% -55K -48.8% $90.07 -52.8%
87 EXPD EXPEDITORS INTL WASH INC Industrials 32,027.0 $4.6M 0.04% -14K -29.8% $143.23 +12.6%
88 IEMG ISHARES INC 64,376.0 $4.5M 0.04% -28K -30.2% $69.75 +22.8%
89 IGF ISHARES TR 64,984.0 $4.4M 0.04% -59K -47.4% $67.00 -1.0%
90 PWR QUANTA SVCS INC Industrials 7,889.0 $4.3M 0.04% -2K -19.7% $549.02 +27.9%
91 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 12,143.0 $3.7M 0.03% -5K -28.1% $304.08 +14.7%
92 QUAL ISHARES TR 17,940.0 $3.4M 0.03% -3K -14.7% $191.81 +12.6%
93 TXN TEXAS INSTRS INC Technology 17,014.0 $3.3M 0.03% -12K -41.5% $194.14 +66.3%
94 INTU INTUIT Technology 7,387.0 $3.2M 0.03% -24K -76.7% $432.38 -38.2%
95 KHC KRAFT HEINZ CO Consumer Defensive 127,765.0 $2.9M 0.02% -382K -74.9% $22.49 +1.5%
96 SPGI S&P GLOBAL INC Financial Services 6,308.0 $2.7M 0.02% -43K -87.3% $425.34 -3.4%
97 AXP AMERICAN EXPRESS CO Financial Services 8,772.0 $2.7M 0.02% -11K -56.0% $302.48 +11.8%
98 HAS HASBRO INC Consumer Cyclical 27,972.0 $2.6M 0.02% -287K -91.1% $93.60 -9.5%
99 ENPH ENPHASE ENERGY INC Energy 67,855.0 $2.6M 0.02% -29K -29.7% $37.81 +38.3%
100 COP CONOCOPHILLIPS Energy 19,099.0 $2.5M 0.02% -5K -20.2% $132.00 -18.4%
Page 5 of 9  ·  171 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%