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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 7 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PGR PROGRESSIVE CORP Financial Services 81,601.0 $16.2M 0.13% $198.24 +3.3%
122 DB DEUTSCHE BK AG Financial Services 524,556.0 $15.6M 0.13% -3.5M -87.1% $29.78 +18.4%
123 PANW PALO ALTO NETWORKS INC Technology 96,070.0 $15.4M 0.12% -29K -23.3% $160.32 +79.5%
124 DHI D R HORTON INC Consumer Cyclical 110,992.0 $15.2M 0.12% NEW $137.22 +15.0%
125 UNP UNION PAC CORP Industrials 62,196.0 $15.1M 0.12% -18K -22.4% $242.62 +5.9%
126 CTVA CORTEVA INC Basic Materials 178,376.0 $14.9M 0.12% -60K -25.3% $83.71 -6.2%
127 HON HONEYWELL INTL INC Industrials 65,760.0 $14.9M 0.12% -97K -59.5% $226.03 +1.3%
128 ADBE ADOBE INC Technology 59,564.0 $14.5M 0.12% -60K -50.4% $243.08 -19.7%
129 TROW PRICE T ROWE GROUP INC Financial Services 154,882.0 $14.0M 0.11% -21K -11.9% $90.14 +19.4%
130 MRK MERCK & CO INC Healthcare 115,528.0 $13.9M 0.11% +1K +1.2% $120.29 -5.3%
131 INTC INTEL CORP Technology 313,256.0 $13.8M 0.11% -184K -37.0% $44.13 +203.6%
132 CTAS CINTAS CORP Industrials 81,277.0 $13.7M 0.11% -35K -30.1% $169.14 +1.0%
133 MSI MOTOROLA SOLUTIONS INC Technology 31,617.0 $13.7M 0.11% -14K -30.3% $433.97 -8.9%
134 SPG SIMON PPTY GROUP INC NEW Real Estate 73,366.0 $13.7M 0.11% -14K -16.4% $186.53 +13.3%
135 EXI ISHARES TR 73,630.0 $13.3M 0.11% NEW $181.01 +9.9%
136 ARMK ARAMARK Industrials 328,469.0 $13.3M 0.11% NEW $40.54 +31.5%
137 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 182,612.0 $13.2M 0.11% +3K +1.5% $72.46 +26.1%
138 CSX CSX CORP Industrials 318,716.0 $13.1M 0.11% -3K -0.8% $41.05 +11.2%
139 TRV TRAVELERS COMPANIES INC Financial Services 43,900.0 $12.8M 0.10% -3K -6.0% $291.68 +5.5%
140 NU NU HLDGS LTD Financial Services 886,004.0 $12.7M 0.10% +810K +1073.2% $14.37 -11.6%
Page 7 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%