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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 23 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MKSI MKS INC. Technology 673.0 $299K 0.00% NEW $444.80 -39.5%
442 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,961.0 $297K 0.00% NEW $49.86 +6.4%
443 TFC TRUIST FINL CORP Financial Services 5,952.0 $297K 0.00% -3K -35.6% $49.82 +2.0%
444 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,156.0 $296K 0.00% $255.88 +32.5%
445 UNP UNION PAC CORP Industrials 1,080.0 $294K 0.00% -61K -98.3% $272.00 +13.9%
446 PTCT PTC THERAPEUTICS INC Healthcare 3,582.0 $292K 0.00% NEW $81.57 -12.9%
447 EMB ISHARES TR 2,971.0 $287K 0.00% +513.0 +20.9% $96.44 -1.6%
448 MG MISTRAS GROUP INC Industrials 16,392.0 $286K 0.00% NEW $17.47 +9.3%
449 VST VISTRA CORP Utilities 1,802.0 $286K 0.00% NEW $158.63 -14.5%
450 SRE SEMPRA Utilities 3,074.0 $285K 0.00% NEW $92.71 -8.8%
451 DSI ISHARES TR 2,000.0 $285K 0.00% $142.39 +2.5%
452 RF REGIONS FINANCIAL CORP NEW Financial Services 9,390.0 $284K 0.00% +660.0 +7.6% $30.20 +1.4%
453 MO ALTRIA GROUP INC Consumer Defensive 3,882.0 $279K 0.00% -154K -97.5% $71.95 -4.8%
454 MAS MASCO CORP Industrials 3,425.0 $279K 0.00% $81.37 -10.1%
455 ALBEMARLE CORP 5,000.0 $277K 0.00% NEW $55.35
456 COMP COMPASS INC Technology 22,379.0 $276K 0.00% NEW $12.33 -6.3%
457 CARNIVAL CORP LTD 9,547.0 $273K 0.00% NEW $28.57
458 CEREBRAS SYSTEMS INC 1,200.0 $265K 0.00% NEW $221.00
459 PSN PARSONS CORP DEL Industrials 5,029.0 $263K 0.00% NEW $52.39 -6.8%
460 FXZ FIRST TR EXCHANGE-TRADED FD 3,290.0 $261K 0.00% $79.44 +9.1%
Page 23 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%