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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 8 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNOW SNOWFLAKE INC Technology 56,884.0 $14.5M 0.09% +5K +10.0% $254.50 +28.4%
142 IP INTERNATIONAL PAPER CO Consumer Cyclical 369,037.0 $14.1M 0.09% NEW $38.10 +7.5%
143 XSVM INVESCO EXCHANGE TRADED FD T 197,040.0 $13.7M 0.09% +5K +2.7% $69.59 +0.5%
144 SPACE EXPLORATION TECHN CORP 79,556.0 $13.6M 0.09% NEW $170.86
145 VAW VANGUARD WORLD FD 53,997.0 $12.4M 0.08% $228.79 +4.3%
146 VCIT VANGUARD SCOTTSDALE FDS 147,791.0 $12.2M 0.08% -324K -68.7% $82.65 -1.8%
147 HEICO CORP NEW 47,297.0 $12.2M 0.08% +6K +14.7% $257.91
148 PWR QUANTA SVCS INC Industrials 16,738.0 $12.1M 0.07% +9K +112.2% $720.04 -13.7%
149 TLT ISHARES TR 135,280.0 $11.7M 0.07% +81K +151.3% $86.42 -4.4%
150 IXJ ISHARES TR 118,275.0 $11.6M 0.07% +3K +2.5% $98.38 +8.5%
151 IWM ISHARES TR 38,686.0 $11.6M 0.07% -12K -23.0% $300.45 -0.8%
152 AMKR AMKOR TECHNOLOGY INC Technology 134,778.0 $11.6M 0.07% NEW $86.23 -44.1%
153 BSX BOSTON SCIENTIFIC CORP Healthcare 270,512.0 $11.5M 0.07% -34K -11.0% $42.68 +14.7%
154 CNC CENTENE CORP DEL Healthcare 179,275.0 $11.5M 0.07% -24K -11.8% $64.19 +2.1%
155 CRWD CROWDSTRIKE HLDGS INC Technology 14,869.0 $11.3M 0.07% -9K -37.5% $190.78 +0.3%
156 ODFL OLD DOMINION FREIGHT LINE IN Industrials 52,261.0 $11.3M 0.07% +15K +39.5% $216.60 -6.9%
157 AAXJ ISHARES TR 94,725.0 $11.3M 0.07% +2K +1.9% $119.33 -4.0%
158 NKE NIKE INC Consumer Cyclical 274,615.0 $11.3M 0.07% -45K -14.0% $41.05 -0.1%
159 VGT VANGUARD WORLD FD 90,531.0 $10.8M 0.07% +79K +715.6% $119.52 -2.2%
160 KR KROGER CO Consumer Defensive 194,508.0 $10.8M 0.07% -40K -16.9% $55.53 +5.8%
Page 8 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%