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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 21 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AMRIZE LTD 8,859.0 $472K 0.00% +5K +140.4% $53.30
402 TWLO TWILIO INC Communication Services 2,288.0 $472K 0.00% NEW $206.33 +7.9%
403 USB US BANCORP Financial Services 7,648.0 $462K 0.00% $60.40 +3.3%
404 AJG GALLAGHER ARTHUR J & CO Financial Services 1,983.0 $455K 0.00% $229.57 +18.5%
405 INTU INTUIT Technology 1,712.0 $447K 0.00% -6K -76.8% $261.00 +41.7%
406 AZO AUTOZONE INC Consumer Cyclical 137.0 $438K 0.00% $3195.94 -5.8%
407 MRSH MARSH & MCLENNAN COS INC Financial Services 2,589.0 $432K 0.00% -120K -97.9% $166.67 +16.8%
408 ECL ECOLAB INC Basic Materials 1,538.0 $429K 0.00% +399.0 +35.0% $278.61 +3.0%
409 BLOK AMPLIFY ETF TR 6,705.0 $420K 0.00% -4K -38.0% $62.63 -0.5%
410 CORPAY INC 1,245.0 $415K 0.00% +282.0 +29.3% $333.27
411 SMR NUSCALE PWR CORP Utilities 40,376.0 $405K 0.00% +24K +152.0% $10.03 -9.8%
412 AXON AXON ENTERPRISE INC Industrials 721.0 $404K 0.00% +246.0 +51.8% $560.61 +6.6%
413 KKR KKR & CO INC 4,354.0 $400K 0.00% NEW $91.78
414 EWL ISHARES INC 6,265.0 $394K 0.00% +2K +34.4% $62.85 +2.2%
415 TEX TEREX CORP NEW Industrials 5,427.0 $393K 0.00% NEW $72.39 -9.0%
416 NXTG FIRST TR EXCHANGE-TRADED FD 2,530.0 $388K 0.00% -180.0 -6.6% $153.34 -2.4%
417 ALB ALBEMARLE CORP Basic Materials 2,861.0 $386K 0.00% +1K +87.4% $135.03 +4.8%
418 SPGI S&P GLOBAL INC Financial Services 1,000.0 $385K 0.00% -5K -84.2% $385.21 +13.0%
419 TIP ISHARES TR 3,512.0 $384K 0.00% +266.0 +8.2% $109.43 -2.0%
420 CDNS CADENCE DESIGN SYSTEM INC Technology 1,001.0 $376K 0.00% $375.32 -15.8%
Page 21 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%