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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 13 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 U UNITY SOFTWARE INC Technology 85,500.0 $1.9M 0.01% +84K +8209.0% $21.94 +16.5%
242 TRMB TRIMBLE INC Technology 28,314.0 $1.8M 0.01% +8K +38.5% $65.23 -13.6%
243 EMERA INC 35,010.0 $1.8M 0.01% +2K +7.3% $51.87
244 ERIE ERIE INDTY CO Financial Services 7,097.0 $1.8M 0.01% +490.0 +7.4% $251.31 -10.8%
245 ARCC ARES CAPITAL CORP Financial Services 96,920.0 $1.7M 0.01% +48K +100.2% $18.02 +3.2%
246 CCJ CAMECO CORP Energy 15,663.0 $1.7M 0.01% +5K +41.7% $108.61 -3.6%
247 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 14,900.0 $1.7M 0.01% +4K +39.2% $111.06 +9.2%
248 XLK SELECT SECTOR SPDR TR 12,271.0 $1.6M 0.01% +12K +1958.9% $132.90 +35.7%
249 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 34,824.0 $1.6M 0.01% +28K +447.9% $46.42 +4.2%
250 KGC KINROSS GOLD CORP Basic Materials 52,356.0 $1.6M 0.01% +32K +151.2% $30.52 -7.3%
251 EWM ISHARES INC 56,131.0 $1.6M 0.01% +439.0 +0.8% $28.08 +4.1%
252 KSA ISHARES TR 39,620.0 $1.6M 0.01% +311.0 +0.8% $39.75 -2.8%
253 HLI HOULIHAN LOKEY INC Financial Services 10,756.0 $1.5M 0.01% +4K +54.2% $143.62 +5.6%
254 EWW ISHARES INC 20,410.0 $1.5M 0.01% +130.0 +0.6% $75.23 +3.4%
255 EWZ ISHARES INC 39,118.0 $1.5M 0.01% +23K +149.1% $38.39 -5.3%
256 INFY INFOSYS LTD Technology 110,150.0 $1.5M 0.01% +54K +96.8% $13.51 -6.2%
257 BURL BURLINGTON STORES INC Consumer Cyclical 4,452.0 $1.4M 0.01% +4K +370.1% $325.38 -0.3%
258 GALAXY DIGITAL INC. 80,050.0 $1.4M 0.01% +45K +126.0% $17.96
259 EZA ISHARES INC 20,795.0 $1.4M 0.01% +163.0 +0.8% $67.80 -0.7%
260 AGI ALAMOS GOLD INC Basic Materials 31,205.0 $1.4M 0.01% +25K +380.4% $44.43 -13.7%
Page 13 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%