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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 7 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DAL DELTA AIR LINES INC Industrials 22,198.0 $1.5M 0.01% -121K -84.5% $66.48 +26.6%
122 PM PHILIP MORRIS INTL INC Consumer Defensive 8,507.0 $1.4M 0.01% -84K -90.8% $165.34 +7.9%
123 VALE VALE S A Basic Materials 84,625.0 $1.3M 0.01% -179K -67.9% $15.91 -3.1%
124 VTR VENTAS INC Real Estate 14,443.0 $1.2M 0.01% -698.0 -4.6% $81.78 -0.2%
125 DELL DELL TECHNOLOGIES INC Technology 7,119.0 $1.2M 0.01% -17K -70.1% $164.13 +149.8%
126 LAUR LAUREATE ED INC Consumer Defensive 32,757.0 $1.1M 0.01% -2K -6.1% $34.84 +4.6%
127 MPWR MONOLITHIC PWR SYS INC Technology 892.0 $975K 0.01% -2K -68.7% $1093.35 +43.0%
128 PBR PETROLEO BRASILEIRO S A Energy 45,530.0 $945K 0.01% -389K -89.5% $20.75 -19.3%
129 APEI AMERICAN PUB ED INC Consumer Defensive 15,654.0 $890K 0.01% -1K -6.3% $56.88 -7.3%
130 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,467.0 $837K 0.01% -2K -28.7% $153.10 -27.0%
131 T AT&T INC Communication Services 26,720.0 $775K 0.01% -58K -68.3% $28.99 -24.1%
132 JBL JABIL INC Technology 2,900.0 $770K 0.01% -1K -25.6% $265.63 +40.0%
133 STLD STEEL DYNAMICS INC Basic Materials 4,229.0 $761K 0.01% -3K -39.8% $180.00 +38.8%
134 VRT VERTIV HOLDINGS CO Industrials 3,024.0 $758K 0.01% -3K -49.9% $250.58 +32.9%
135 GM GENERAL MTRS CO Consumer Cyclical 9,781.0 $729K 0.01% -1K -13.1% $74.50 +6.4%
136 CL COLGATE PALMOLIVE CO Consumer Defensive 8,463.0 $721K 0.01% -120.0 -1.4% $85.23 +5.0%
137 MCK MCKESSON CORP Healthcare 815.0 $705K 0.01% -150.0 -15.5% $865.36 -13.3%
138 CBRE CBRE GROUP INC Real Estate 5,100.0 $691K 0.01% -1K -19.1% $135.46 -2.9%
139 XLC SELECT SECTOR SPDR TR 6,193.0 $687K 0.01% -44K -87.7% $110.86 -1.3%
140 EZU ISHARES INC 10,947.0 $686K 0.01% -348.0 -3.1% $62.64 +10.6%
Page 7 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%