Fund Holdings

Banco Santander, S.A.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
MICROSOFT CORP(MSFT)1,034,5471,836,327+801,780500,327,620679,753,1655.48%+179,425,545
TOTALENERGIES SE(TTE)4,627,1374,224,880-402,257302,707,302379,309,7263.06%+76,602,424
SPDR GOLD TR(GLD)373,406509,516+136,110147,984,532219,239,6401.77%+71,255,108
EXXON MOBIL CORP505,969584,545+78,57660,888,31099,173,9050.80%+38,285,595
MONDELEZ INTL INC(MDLZ)57,452630,338+572,8863,092,64136,332,6830.29%+33,240,042
ISHARES TR0297,216+297,216029,712,6840.24%+29,712,684
COCA COLA CO(KO)728,4351,058,035+329,60050,924,89180,463,5620.65%+29,538,671
L3HARRIS TECHNOLOGIES INC(LHX)1,16285,218+84,056341,12829,412,9930.24%+29,071,865
CATERPILLAR INC(CAT)103,741120,995+17,25459,430,10785,720,1190.69%+26,290,012
ARISTA NETWORKS INC(ANET)79,672285,670+205,99810,439,42235,074,5630.28%+24,635,141
STATE STR SPDR S&P 500 ETF T(SPY)188,686235,496+46,810128,668,757153,152,4691.23%+24,483,712
NEWMONT CORP(NEM)14,136239,129+224,9931,411,48025,885,7140.21%+24,474,234
SYNOPSYS INC(SNPS)7,21665,990+58,7743,389,49926,163,7150.21%+22,774,216
ISHARES INC305,829440,262+134,43356,813,85379,255,9650.64%+22,442,112
ISHARES TR127,964504,586+376,6227,000,91128,655,4390.23%+21,654,528
DATADOG INC(DDOG)6,793179,222+172,429923,78021,157,1570.17%+20,233,377
IREN LIMITED
ORDINARY SHARES
45,495600,300+554,8051,718,34620,578,2840.17%+18,859,938
CHEVRON CORPORATION(CVX)251,633271,279+19,64638,351,38556,127,6250.45%+17,776,240
RTX CORPORATION(RTX)22,450112,993+90,5434,117,33021,796,3490.18%+17,679,019
D R HORTON INC(DHI)0110,992+110,992015,230,3220.12%+15,230,322
ISHARES TR189,061337,380+148,31918,180,10632,199,5470.26%+14,019,441
BOSTON SCIENTIFIC CORP(BSX)55,057304,049+248,9925,249,68519,079,0750.15%+13,829,390
ISHARES TR073,630+73,630013,327,7660.11%+13,327,766
ARAMARK(ARMK)0328,469+328,469013,316,1330.11%+13,316,133
DOW HLDGS INC(DOW)291,150478,984+187,8346,807,08819,949,6840.16%+13,142,596
NETFLIX INC.(NFLX)834,620945,230+110,61078,253,97190,883,8650.73%+12,629,894
ISHARES TR0104,386+104,386011,989,7760.10%+11,989,776
NU HLDGS LTD(NU)75,521886,004+810,4831,264,22212,731,8780.10%+11,467,656
ISHARES TR061,306+61,306011,430,5040.09%+11,430,504
T-MOBILE US INC(TMUS)52,159104,540+52,38110,590,36421,956,5360.18%+11,366,172
CONSTELLATION ENERGY CORP(CEG)43,14693,871+50,72515,242,18726,213,4770.21%+10,971,290
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
335,206471,537+136,33128,073,50339,019,6870.31%+10,946,184
ALCOA CORP(AA)0163,616+163,616010,852,6500.09%+10,852,650
WESTERN DIGITAL CORP(WDC)7,42044,628+37,2081,278,24312,071,4280.10%+10,793,185
SELECT SECTOR SPDR TR
ST STR FINL ETF
149,628348,933+199,3058,195,12617,226,8230.14%+9,031,697
ISHARES TR15,95550,230+34,2753,927,48312,457,0400.10%+8,529,557
ISHARES INC68,038222,667+154,6293,433,87911,832,5240.10%+8,398,645
SELECT SECTOR SPDR TR
ST STR UTIL ETF
269,701416,731+147,03011,513,53519,123,7860.15%+7,610,251
CROWDSTRIKE HLDGS INC(CRWD)5,85923,803+17,9442,746,4669,292,9290.07%+6,546,463
VANGUARD WORLD FD
MATERIALS ETF
27,92453,997+26,0735,795,62612,167,6840.10%+6,372,058
GILEAD SCIENCES INC(GILD)261,844276,035+14,19132,138,73238,470,9980.31%+6,332,266
VANGUARD INTL EQUITY INDEX F739,200847,798+108,59839,739,39245,823,4820.37%+6,084,090
MASTEC INC(MTZ)57,87757,877012,580,72318,621,3460.15%+6,040,623
SLB LIMITED(SLB)409,221421,423+12,20215,705,90221,656,9280.17%+5,951,026
CHENIERE ENERGY INC(LNG)58,92860,680+1,75211,455,01417,218,5570.14%+5,763,543
NEXTERA ENERGY INC(NEE)268,130291,922+23,79221,525,47627,113,7150.22%+5,588,239
LAM RESEARCH CORP(LRCX)299,635265,218-34,41751,291,51956,666,4780.46%+5,374,959
UBS GROUP AG(UBS)5,049140,956+135,907233,8195,601,5910.05%+5,367,772
EDISON INTL(EIX)399,304399,196-10823,966,22729,213,1630.24%+5,246,936
ISHARES TR077,716+77,71605,207,7490.04%+5,207,749
SUNBELT RENTALS HOLDINGS INC(SUNB)078,667+78,66705,120,4350.04%+5,120,435
ISHARES TR169,554195,297+25,7438,058,90212,649,3870.10%+4,590,485
BRISTOL-MYERS SQUIBB CO(BMY)824,062807,784-16,27844,449,90448,992,1000.40%+4,542,196
FREEPORT MCMORAN INC(FCX)249,849291,001+41,15212,689,83117,105,0390.14%+4,415,208
ISHARES TR68,910115,382+46,4726,711,83410,792,8320.09%+4,080,998
COMFORT SYS USA INC(FIX)6,8937,535+6426,433,16810,390,6900.08%+3,957,522
ISHARES TR035,188+35,18803,737,6690.03%+3,737,669
WELLTOWER INC(WELL)165,390173,789+8,39930,698,03834,359,8230.28%+3,661,785
CME GROUP INC(CME)102,952106,941+3,98928,114,13231,585,0250.25%+3,470,893
ISHARES TR187,198257,601+70,4035,700,1799,149,9870.07%+3,449,808
SPDR SERIES TRUST
ST STR SP600 SML
696,741747,076+50,33532,649,28336,098,7120.29%+3,449,429
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
083,519+83,51903,293,1540.03%+3,293,154
CARVANA CO(CVNA)010,141+10,14103,188,1280.03%+3,188,128
ISHARES TR038,430+38,43003,076,3210.02%+3,076,321
ROBINHOOD MKTS INC(HOOD)7,61256,580+48,968860,9173,920,9940.03%+3,060,077
KROGER CO(KR)222,618234,102+11,48413,909,17316,939,6210.14%+3,030,448
MICRON TECHNOLOGY INC(MU)229,933203,010-26,92365,625,17768,584,8990.55%+2,959,722
ISHARES TR38,15877,235+39,0771,599,9654,449,5080.04%+2,849,543
EQUINIX INC(EQIX)3,1485,254+2,1062,411,8725,150,1810.04%+2,738,309
CONSOLIDATED EDISON INC(ED)79,14193,149+14,0087,860,28410,542,6040.09%+2,682,320
EBAY INC.(EBAY)33,86359,192+25,3292,949,4685,387,6560.04%+2,438,188
CUMMINS INC(CMI)11,78215,538+3,7566,014,1228,359,7550.07%+2,345,633
REGENERON PHARMACEUTICALS(REGN)37,73240,590+2,85829,124,19831,361,4580.25%+2,237,260
SELECT SECTOR SPDR TR
ST STR ENERG ETF
103,013110,659+7,6464,605,7116,778,9710.05%+2,173,260
ISHARES TR95,557161,157+65,6003,658,8785,785,5370.05%+2,126,659
XP INC(XP)33,696134,898+101,202551,6042,568,4580.02%+2,016,854
ORACLE CORP(ORCL)043,397+43,39701,932,4680.02%+1,932,468
MERCK & CO INC(MRK)114,124115,528+1,40412,012,69313,896,8640.11%+1,884,171
GE VERNOVA INC(GEV)5962,595+1,999389,5282,265,1760.02%+1,875,648
3M CO(MMM)012,807+12,80701,859,9610.01%+1,859,961
TECK RESOURCES LTD(TECK)033,336+33,33601,772,8080.01%+1,772,808
ISHARES TR321,149341,053+19,90445,439,37247,191,5030.38%+1,752,131
ELECTRONIC ARTS INC(EA)08,593+8,59301,751,8550.01%+1,751,855
DUKE ENERGY CORP NEW(DUK)013,054+13,05401,709,2910.01%+1,709,291
ALLSTATE CORP(ALL)08,240+8,24001,708,4820.01%+1,708,482
JBS N.V.(JBS)094,827+94,82701,703,0930.01%+1,703,093
AMERICAN TOWER CORP(AMT)09,777+9,77701,687,3150.01%+1,687,315
JAZZ PHARMACEUTICALS PLC(JAZZ)08,804+8,80401,664,3960.01%+1,664,396
IDEXX LABS INC(IDXX)02,951+2,95101,658,1380.01%+1,658,138
BANK NEW YORK MELLON CORP2,48516,293+13,808288,4841,932,8390.02%+1,644,355
SPDR INDEX SHS FDS
ST STR ASIA ETF
012,048+12,04801,640,1910.01%+1,640,191
UNITEDHEALTH GROUP INC(UNH)75,84398,578+22,73525,036,53326,674,2200.22%+1,637,687
WOODWARD INC(WWD)04,556+4,55601,630,6840.01%+1,630,684
BERKSHIRE HATHAWAY INC DEL82,90690,295+7,38941,672,70243,269,3650.35%+1,596,663
TJX COS INC NEW(TJX)133,918138,757+4,83920,571,14422,159,4930.18%+1,588,349
PROLOGIS INC.(PLD)2,95814,718+11,760377,6181,945,4260.02%+1,567,808
WELLS FARGO & CO(WFC)48,77676,773+27,9974,545,9236,111,8990.05%+1,565,976
SPDR SERIES TRUST
ST STR BLO 1 ETF
236,938253,206+16,26821,651,39423,203,7980.19%+1,552,404
CELSIUS HLDGS INC(CELH)043,177+43,17701,531,9200.01%+1,531,920
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
220,609228,120+7,51142,259,86043,780,7910.35%+1,520,931
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