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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 6 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LHX L3HARRIS TECHNOLOGIES INC Industrials 83,252.0 $24.2M 0.15% -2K -2.3% $290.59 -9.6%
102 NEE NEXTERA ENERGY INC Utilities 275,348.0 $24.2M 0.15% -17K -5.7% $87.77 -4.2%
103 TRV TRAVELERS COMPANIES INC Financial Services 72,684.0 $24.0M 0.15% +29K +65.6% $330.12 +12.2%
104 IQVIA HLDGS INC 123,986.0 $24.0M 0.15% $193.22
105 MCD MCDONALDS CORP Consumer Cyclical 88,602.0 $24.0M 0.15% +11K +14.6% $270.31 +0.8%
106 BIL SPDR SERIES TRUST 259,806.0 $23.8M 0.15% +7K +2.6% $91.64 -0.0%
107 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 192,991.0 $23.8M 0.15% -7K -3.7% $123.11 +32.4%
108 BKNG BOOKING HOLDINGS INC Consumer Cyclical 131,502.0 $23.4M 0.15% +126K +2471.9% $178.24 +19.7%
109 SLB SLB LIMITED Energy 500,961.0 $23.3M 0.14% +80K +18.9% $46.49 +16.2%
110 CMCSA COMCAST CORP NEW Communication Services 936,179.0 $23.0M 0.14% +146K +18.5% $24.55 +10.1%
111 SPSM SPDR SERIES TRUST 396,801.0 $22.9M 0.14% -350K -46.9% $57.67 -1.1%
112 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 232,652.0 $22.4M 0.14% +50K +27.4% $96.12 -49.1%
113 IEF ISHARES TR 234,654.0 $22.2M 0.14% -103K -30.4% $94.57 -1.6%
114 PLTR PALANTIR TECHNOLOGIES INC Technology 189,194.0 $22.1M 0.14% +57K +42.8% $116.67 +50.8%
115 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 641,361.0 $21.8M 0.14% +620K +2934.7% $34.00 +11.9%
116 TJX TJX COS INC NEW Consumer Cyclical 139,009.0 $21.1M 0.13% $151.50 -7.1%
117 CRM SALESFORCE INC Technology 132,997.0 $20.8M 0.13% +24K +22.4% $156.66 +33.4%
118 IXG ISHARES TR 166,476.0 $20.7M 0.13% +91K +119.6% $124.50 +7.7%
119 RSP INVESCO EXCHANGE TRADED FD T 93,415.0 $19.9M 0.12% -135K -59.0% $212.77 +4.3%
120 CTAS CINTAS CORP Industrials 116,778.0 $19.9M 0.12% +36K +43.7% $170.08 +21.9%
Page 6 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%