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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 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 21,134.0 $676K 0.01% -56K -72.6% $32.01 +1.5%
142 FISV FISERV INC Technology 11,875.0 $663K 0.01% -21K -64.0% $55.80 -14.2%
143 OTIS OTIS WORLDWIDE CORP Industrials 8,479.0 $654K 0.01% -27K -76.0% $77.08 -4.9%
144 DG DOLLAR GEN CORP Consumer Defensive 5,450.0 $647K 0.01% -2K -23.2% $118.73 -4.4%
145 FDX FEDEX CORP Industrials 1,722.0 $613K 0.01% -1K -40.6% $356.18 -8.4%
146 COF CAPITAL ONE FINL CORP Financial Services 3,240.0 $591K 0.01% -144K -97.8% $182.43 +10.5%
147 SUI SUN CMNTYS INC Real Estate 4,078.0 $514K 0.00% -354.0 -8.0% $125.96 -6.0%
148 AZO AUTOZONE INC Consumer Cyclical 137.0 $463K 0.00% -620.0 -81.9% $3377.78 -9.3%
149 VZ VERIZON COMMUNICATIONS INC Communication Services 8,648.0 $434K 0.00% -95K -91.7% $50.20 -9.6%
150 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,320.0 $432K 0.00% -12K -89.8% $327.07 +21.1%
151 UPS UNITED PARCEL SVCS INC Industrials 3,703.0 $364K 0.00% -1K -26.3% $98.38 +6.7%
152 KOS KOSMOS ENERGY LTD Energy 124,536.0 $346K 0.00% -30K -19.4% $2.78 -11.9%
153 CI THE CIGNA GROUP Healthcare 1,195.0 $319K 0.00% -78.0 -6.1% $266.75 +4.7%
154 NXTG FIRST TR EXCHANGE-TRADED FD 2,710.0 $303K 0.00% -410.0 -13.1% $111.92 +41.3%
155 ASHR DBX ETF TR 9,000.0 $294K 0.00% -9K -50.0% $32.64 +11.3%
156 LEIDOS HOLDINGS INC 1,777.0 $276K 0.00% -9K -84.0% $155.52
157 EWA ISHARES INC 9,893.0 $275K 0.00% -957.0 -8.8% $27.76 +2.9%
158 ALB ALBEMARLE CORP Basic Materials 1,527.0 $274K 0.00% -18K -92.0% $179.53 -10.7%
159 CEPU CENTRAL PUERTO S A Utilities 15,942.0 $268K 0.00% -1K -6.6% $16.83 -6.9%
160 IEV ISHARES TR 3,901.0 $265K 0.00% -283.0 -6.8% $67.94 +6.6%
Page 8 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%