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Portfolio (Quarterly) Guide ↗

NATIXIS

· CIK 0001274981
13F Portfolio $28.0B AUM 1,092 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 261 New 332 Added 413 Reduced 280 Exited
Page 10 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXR EXTRA SPACE STORAGE INC Real Estate 48,079.0 $6.3M 0.02% +2K +5.2% $131.13 +9.3%
182 AXON AXON ENTERPRISE INC Industrials 14,508.0 $6.2M 0.02% +322.0 +2.3% $424.69 -9.1%
183 NTR NUTRIEN LTD Basic Materials 80,805.0 $6.1M 0.02% +5K +6.8% $75.46 -7.1%
184 CG CARLYLE GROUP INC Financial Services 121,118.0 $5.9M 0.02% +83K +219.2% $48.39 -6.1%
185 LIBERTY MEDIA CORP DEL 68,351.0 $5.8M 0.02% +68K +8719.5% $85.02
186 OKLO OKLO INC Utilities 113,276.0 $5.6M 0.02% +57K +99.9% $49.59 +32.8%
187 SUI SUN CMNTYS INC Real Estate 44,082.0 $5.6M 0.02% +6K +14.7% $125.96 +1.4%
188 DECK DECKERS OUTDOOR CORP Consumer Cyclical 54,798.0 $5.5M 0.02% +15K +37.3% $100.09 +6.6%
189 TLT ISHARES TR 61,318.0 $5.3M 0.02% +10K +19.5% $86.69 -2.3%
190 DXCM DEXCOM INC Healthcare 83,706.0 $5.3M 0.02% +6K +7.5% $62.80 +14.8%
191 SU SUNCOR ENERGY INC NEW Energy 77,400.0 $5.1M 0.02% +67K +657.2% $66.11 +1.9%
192 LEIDOS HOLDINGS INC 32,449.0 $5.0M 0.02% +3K +8.7% $155.52
193 WAT WATERS CORP Healthcare 16,488.0 $4.9M 0.02% +1K +9.9% $297.80 +15.0%
194 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 51,645.0 $4.8M 0.02% +44K +535.5% $93.87 +132.7%
195 Q QNITY ELECTRONICS INC Technology 41,713.0 $4.8M 0.02% +34K +467.4% $115.38 +36.0%
196 SNOW SNOWFLAKE INC Technology 31,796.0 $4.8M 0.02% +6K +23.9% $150.82 +14.2%
197 TECK TECK RESOURCES LTD Basic Materials 92,035.0 $4.8M 0.02% +84K +1085.6% $51.75 +21.1%
198 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 63,007.0 $4.7M 0.02% +44K +235.1% $74.38 -30.0%
199 UPS UNITED PARCEL SVCS INC Industrials 46,109.0 $4.5M 0.02% +12K +35.9% $98.38 +2.7%
200 MASI MASIMO CORP Healthcare 25,495.0 $4.5M 0.02% +23K +1015.3% $177.87 +0.5%
Page 10 of 17  ·  332 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 36.7%
Financial Services 15.4%
Consumer Cyclical 9.8%
Communication Services 9.0%
Industrials 7.7%
Healthcare 7.6%
Energy 4.3%
Consumer Defensive 3.4%
Real Estate 2.9%
Basic Materials 1.6%