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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 9 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EWJ ISHARES INC 113,011.0 $10.5M 0.07% $93.27 +1.7%
162 ADSK AUTODESK INC Technology 53,974.0 $10.5M 0.07% +9K +20.2% $194.42 +30.9%
163 SBUX STARBUCKS CORP Consumer Cyclical 102,466.0 $10.5M 0.07% +17K +20.5% $102.19 +5.2%
164 MLI MUELLER INDS INC Industrials 84,522.0 $10.4M 0.07% +17K +25.4% $122.93 -48.4%
165 PYPL PAYPAL HLDGS INC Financial Services 238,571.0 $10.3M 0.06% $43.18 +42.8%
166 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 21,482.0 $10.3M 0.06% +825.0 +4.0% $477.57 -14.1%
167 ELF E L F BEAUTY INC Consumer Defensive 138,274.0 $10.2M 0.06% NEW $74.00 +43.2%
168 CMI CUMMINS INC Industrials 14,246.0 $10.2M 0.06% -1K -8.3% $713.21 -19.9%
169 JNJ JOHNSON & JOHNSON Healthcare 39,557.0 $10.0M 0.06% +15K +64.2% $253.97 +7.5%
170 LITE LUMENTUM HLDGS INC Technology 11,578.0 $9.9M 0.06% NEW $858.06 -3.3%
171 ILF ISHARES TR 290,985.0 $9.8M 0.06% +33K +13.0% $33.75 +3.0%
172 SEI SOLARIS ENERGY INFRAS INC Energy 121,540.0 $9.8M 0.06% -30K -19.8% $80.46 -33.5%
173 FOXA FOX CORP Communication Services 176,380.0 $9.2M 0.06% +41K +30.6% $52.16 +32.7%
174 VT VANGUARD INTL EQUITY INDEX F 57,064.0 $9.0M 0.06% $156.95 +2.0%
175 RXI ISHARES TR 45,139.0 $8.7M 0.05% -16K -26.4% $192.96 +4.3%
176 AA ALCOA CORP Basic Materials 163,616.0 $8.5M 0.05% $52.14 -5.3%
177 DE DEERE & CO Industrials 13,331.0 $8.5M 0.05% -1K -7.5% $634.33 +2.3%
178 EWY ISHARES INC 40,390.0 $8.2M 0.05% +34K +502.8% $201.90 -14.0%
179 FANG DIAMONDBACK ENERGY INC Energy 44,305.0 $7.8M 0.05% -15K -25.3% $175.78 +17.0%
180 DOW DOW HLDGS INC Basic Materials 281,362.0 $7.7M 0.05% -198K -41.3% $27.36 +14.9%
Page 9 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%