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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 5 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPAB SPDR SERIES TRUST 1,020,902.0 $26.2M 0.21% -100K -8.9% $25.62 -0.5%
82 QQQ INVESCO QQQ TR Financial Services 44,983.0 $26.0M 0.21% -8K -14.7% $577.18 +28.3%
83 NEM NEWMONT CORP Basic Materials 239,129.0 $25.9M 0.21% +225K +1591.6% $108.25 -4.1%
84 AMD ADVANCED MICRO DEVICES INC Technology 125,485.0 $25.5M 0.21% -92K -42.4% $203.43 +164.2%
85 ENTERGY CORP NEW 220,834.0 $24.8M 0.20% -36K -13.9% $112.36
86 MCD MCDONALDS CORP Consumer Cyclical 77,344.0 $24.0M 0.19% +3K +4.0% $310.79 -10.4%
87 QCOM QUALCOMM INC Technology 185,386.0 $23.9M 0.19% -34K -15.7% $128.78 +75.6%
88 DNUT KRISPY KREME INC Consumer Defensive 6,916,972.0 $23.4M 0.19% $3.39 +7.1%
89 BIL SPDR SERIES TRUST 253,206.0 $23.2M 0.19% +16K +6.9% $91.64 -0.1%
90 SCHW SCHWAB CHARLES CORP Financial Services 242,842.0 $22.8M 0.18% -9K -3.5% $93.98 -2.4%
91 CMCSA COMCAST CORP NEW Communication Services 789,998.0 $22.7M 0.18% -114K -12.6% $28.71 -21.9%
92 TJX TJX COS INC NEW Consumer Cyclical 138,757.0 $22.2M 0.18% +5K +3.6% $159.70 +2.6%
93 TMUS T-MOBILE US INC Communication Services 104,540.0 $22.0M 0.18% +52K +100.4% $210.03 -13.5%
94 RTX RTX CORPORATION Industrials 112,993.0 $21.8M 0.18% +91K +403.3% $192.90 -3.8%
95 SLB SLB LIMITED Energy 421,423.0 $21.7M 0.17% +12K +3.0% $51.39 -6.4%
96 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5,113.0 $21.5M 0.17% +575.0 +12.7% $4210.32 -95.9%
97 HD HOME DEPOT INC Consumer Cyclical 65,413.0 $21.5M 0.17% -10K -13.8% $328.89 +1.6%
98 MRSH MARSH & MCLENNAN COS INC Financial Services 123,015.0 $21.3M 0.17% -17K -11.9% $173.45 -6.4%
99 IQVIA HLDGS INC 124,100.0 $21.2M 0.17% -26K -17.6% $170.54
100 DDOG DATADOG INC Technology 179,222.0 $21.2M 0.17% +172K +2538.3% $118.05 +88.9%
Page 5 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%