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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 16 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BIDU BAIDU INC Communication Services 4,496.0 $501K 0.00% +2K +67.6% $111.42 +14.7%
302 SYM SYMBOTIC INC Industrials 9,086.0 $483K 0.00% +641.0 +7.6% $53.20 +1.6%
303 XPEV XPENG INC Consumer Cyclical 25,610.0 $438K 0.00% +18K +221.6% $17.11 -8.9%
304 IVZ INVESCO LTD Financial Services 17,840.0 $433K 0.00% +1K +8.7% $24.29 +11.4%
305 QXO QXO INC Industrials 21,795.0 $423K 0.00% +21K +3449.7% $19.42 -14.2%
306 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 13,589.0 $409K 0.00% +177.0 +1.3% $30.12 +13.1%
307 NAIL DIREXION SHARES ETF TRUST 10,994.0 $399K 0.00% +5K +79.4% $36.29 -0.5%
308 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 8,300.0 $391K 0.00% +4K +112.8% $47.14 -17.3%
309 OC OWENS CORNING NEW Industrials 3,565.0 $386K 0.00% +2K +113.9% $108.22 +8.5%
310 CVE CENOVUS ENERGY INC Energy 13,803.0 $366K 0.00% +2K +15.2% $26.53 +13.3%
311 TW TRADEWEB MKTS INC Financial Services 2,523.0 $297K 0.00% +1K +98.3% $117.66 -9.7%
312 ACHR ARCHER AVIATION INC Industrials 54,858.0 $284K 0.00% +55K +10000.0% $5.17 +23.0%
313 S SENTINELONE INC Technology 20,491.0 $264K 0.00% +9K +71.9% $12.88 +45.3%
314 SMR NUSCALE PWR CORP Utilities 17,634.0 $191K 0.00% +16K +1124.6% $10.84 +5.2%
315 MYRG MYR GROUP INC Industrials 638.0 $180K 0.00% +217.0 +51.5% $282.32 +58.3%
316 OSIS OSI SYSTEMS INC Technology 649.0 $172K 0.00% +19.0 +3.0% $265.51 -16.3%
317 NOA NORTH AMERN CONSTR GROUP LTD Energy 12,680.0 $168K 0.00% +4K +42.3% $13.28 +11.5%
318 GFL GFL ENVIRONMENTAL INC Industrials 2,376.0 $99K +294.0 +14.1% $41.72 -14.4%
319 BOTZ GLOBAL X FDS 2,994.0 $97K +726.0 +32.0% $32.42 +24.3%
320 TFII TRANSFORCE INC Industrials 767.0 $83K +100.0 +15.0% $108.63 +36.3%
Page 16 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%