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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 19 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DHR DANAHER CORP DEL Healthcare 4,368.0 $832K 0.01% -6K -56.9% $190.48 +12.9%
362 FDX FEDEX CORP Industrials 2,629.0 $823K 0.01% +907.0 +52.7% $313.13 +6.7%
363 INCY INCYTE CORP Healthcare 7,250.0 $822K 0.01% +2K +29.9% $113.36 +12.9%
364 SHOP SHOPIFY INC Technology 6,959.0 $795K 0.01% +2K +36.9% $114.18 +31.2%
365 JBL JABIL INC Technology 2,050.0 $790K 0.01% -850.0 -29.3% $385.48 -20.9%
366 XLE SELECT SECTOR SPDR TR 14,547.0 $773K 0.01% -96K -86.8% $53.11 +18.8%
367 PTON PELOTON INTERACTIVE INC Consumer Cyclical 130,376.0 $771K 0.01% -52K -28.3% $5.91 -9.3%
368 STLD STEEL DYNAMICS INC Basic Materials 3,294.0 $756K 0.01% -935.0 -22.1% $229.46 -0.1%
369 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 9,351.0 $744K 0.01% +5K +119.5% $79.54 +44.1%
370 UAL UNITED AIRLS HLDGS INC Industrials 5,367.0 $730K 0.01% -6K -52.3% $135.99 -16.5%
371 GLW CORNING INC Technology 2,847.0 $727K 0.01% +777.0 +37.5% $255.43 -43.0%
372 GM GENERAL MTRS CO Consumer Cyclical 9,256.0 $713K 0.00% -525.0 -5.4% $77.08 +12.8%
373 EZU ISHARES INC 10,123.0 $704K 0.00% -824.0 -7.5% $69.50 +2.7%
374 ITUB ITAU UNIBANCO HLDG S A Financial Services 84,397.0 $690K 0.00% +29K +53.3% $8.17 -8.0%
375 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,004.0 $686K 0.00% +537.0 +9.8% $114.18 +7.5%
376 UPS UNITED PARCEL SVCS INC Industrials 6,305.0 $678K 0.00% +3K +70.3% $107.50 -4.4%
377 AZN ASTRAZENECA PLC Healthcare 3,569.0 $677K 0.00% -2K -37.2% $189.62 -12.1%
378 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,818.0 $674K 0.00% +498.0 +37.7% $370.59 -2.8%
379 APEI AMERICAN PUB ED INC Consumer Defensive 12,322.0 $662K 0.00% -3K -21.3% $53.70 -13.9%
380 USMV ISHARES TR 6,440.0 $621K 0.00% +3K +86.7% $96.46 +5.3%
Page 19 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%