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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 16 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,068.0 $1.9M 0.01% +925.0 +29.4% $459.13 +20.4%
302 CTVA CORTEVA INC Basic Materials 21,989.0 $1.9M 0.01% -156K -87.7% $84.69 -1.9%
303 JBS N.V. 156,627.0 $1.9M 0.01% +62K +65.2% $11.85
304 MCO MOODYS CORP Financial Services 4,049.0 $1.8M 0.01% +172.0 +4.4% $452.92 +13.3%
305 IDXX IDEXX LABS INC Healthcare 3,397.0 $1.8M 0.01% +446.0 +15.1% $526.44 +4.5%
306 HPQ HP INC Technology 80,814.0 $1.8M 0.01% +2K +2.8% $21.94 +34.5%
307 WDAY WORKDAY INC Technology 14,475.0 $1.8M 0.01% +3K +25.1% $122.42 +58.8%
308 RKLB ROCKET LAB CORP Industrials 16,610.0 $1.7M 0.01% NEW $101.65 -34.2%
309 EWW ISHARES INC 22,040.0 $1.7M 0.01% -1K -6.2% $75.27 +3.4%
310 TRGP TARGA RES CORP Energy 6,144.0 $1.6M 0.01% NEW $268.14 +7.0%
311 IEUR ISHARES TR 21,811.0 $1.6M 0.01% -7K -23.8% $75.17 +4.8%
312 PM PHILIP MORRIS INTL INC Consumer Defensive 8,938.0 $1.6M 0.01% +431.0 +5.1% $180.91 +7.2%
313 EQPT EQUIPMENTSHARE COM INC Industrials 80,000.0 $1.6M 0.01% NEW $19.66 -6.1%
314 YPF YPF SOCIEDAD ANONIMA Energy 34,476.0 $1.6M 0.01% -20K -36.5% $45.47 +10.0%
315 TMUS T-MOBILE US INC Communication Services 9,281.0 $1.6M 0.01% -95K -91.1% $167.73 +8.3%
316 FTV FORTIVE CORP Technology 25,462.0 $1.6M 0.01% -3K -10.1% $61.09 -2.6%
317 SYK STRYKER CORPORATION Healthcare 4,843.0 $1.5M 0.01% +844.0 +21.1% $314.84 +5.0%
318 IAU ISHARES GOLD TR Financial Services 20,000.0 $1.5M 0.01% +5K +30.7% $75.51 +16.2%
319 BKR BAKER HUGHES COMPANY Energy 27,130.0 $1.5M 0.01% +16K +148.2% $55.50 +11.4%
320 AFRM AFFIRM HLDGS INC Technology 18,409.0 $1.5M 0.01% +13K +229.6% $81.55 -4.4%
Page 16 of 26  ·  511 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%