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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 18 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 STNE STONECO LTD Technology 55,238.0 $780K 0.01% NEW $14.12 -25.0%
342 T AT&T INC Communication Services 26,720.0 $775K 0.01% -58K -68.3% $28.99 -24.1%
343 JBL JABIL INC Technology 2,900.0 $770K 0.01% -1K -25.6% $265.63 +40.0%
344 IDCC INTERDIGITAL INC Technology 2,534.0 $765K 0.01% NEW $302.00 -2.0%
345 STLD STEEL DYNAMICS INC Basic Materials 4,229.0 $761K 0.01% -3K -39.8% $180.00 +38.8%
346 VRT VERTIV HOLDINGS CO Industrials 3,024.0 $758K 0.01% -3K -49.9% $250.58 +32.9%
347 VLO VALERO ENERGY CORP Energy 2,991.0 $739K 0.01% +536.0 +21.8% $247.08 -4.4%
348 SHW SHERWIN WILLIAMS CO Basic Materials 2,282.0 $731K 0.01% NEW $320.55 +0.1%
349 GM GENERAL MTRS CO Consumer Cyclical 9,781.0 $729K 0.01% -1K -13.1% $74.50 +6.4%
350 CL COLGATE PALMOLIVE CO Consumer Defensive 8,463.0 $721K 0.01% -120.0 -1.4% $85.23 +5.0%
351 MCK MCKESSON CORP Healthcare 815.0 $705K 0.01% -150.0 -15.5% $865.36 -13.3%
352 CBRE CBRE GROUP INC Real Estate 5,100.0 $691K 0.01% -1K -19.1% $135.46 -2.9%
353 XLC SELECT SECTOR SPDR TR 6,193.0 $687K 0.01% -44K -87.7% $110.86 -1.3%
354 EZU ISHARES INC 10,947.0 $686K 0.01% -348.0 -3.1% $62.64 +10.6%
355 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 21,134.0 $676K 0.01% -56K -72.6% $32.01 +1.5%
356 SNAP SNAP INC Communication Services 146,362.0 $673K 0.01% +133K +1012.0% $4.60 +1.1%
357 BKR BAKER HUGHES COMPANY Energy 10,930.0 $667K 0.01% +3K +39.2% $61.05 -4.3%
358 EVRG EVERGY INC Utilities 8,110.0 $664K 0.01% NEW $81.92 +0.7%
359 FISV FISERV INC Technology 11,875.0 $663K 0.01% -21K -64.0% $55.80 -14.2%
360 OTIS OTIS WORLDWIDE CORP Industrials 8,479.0 $654K 0.01% -27K -76.0% $77.08 -4.9%
Page 18 of 24  ·  470 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%