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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 9 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FIS FIDELITY NATL INFORMATION SV Technology 178,513.0 $8.4M 0.03% +49K +38.2% $46.91 -7.1%
162 VALE VALE S A Basic Materials 518,782.0 $8.3M 0.03% +312K +150.4% $15.91 +3.6%
163 SRE SEMPRA Utilities 83,279.0 $8.1M 0.03% +62K +297.1% $97.17 -4.5%
164 PRU PRUDENTIAL FINL INC Financial Services 81,792.0 $8.0M 0.03% +31K +60.1% $97.69 +6.6%
165 CUK CARNIVAL PLC Consumer Cyclical 316,631.0 $7.9M 0.03% +228K +256.5% $24.86 +10.5%
166 GFS GLOBALFOUNDRIES INC Technology 176,718.0 $7.9M 0.03% +19K +11.7% $44.48 +92.5%
167 TTD THE TRADE DESK INC Technology 337,598.0 $7.7M 0.03% +210K +163.9% $22.69 -1.4%
168 CBRE CBRE GROUP INC Real Estate 56,394.0 $7.6M 0.03% +11K +24.2% $135.46 -3.2%
169 CNC CENTENE CORP DEL Healthcare 227,015.0 $7.4M 0.03% +107K +88.6% $32.74 +80.6%
170 JBHT HUNT J B TRANS SVCS INC Industrials 33,508.0 $7.1M 0.03% +17K +97.5% $211.90 +22.1%
171 ES EVERSOURCE ENERGY Utilities 102,362.0 $7.1M 0.03% +61K +146.8% $69.28 +1.0%
172 QRVO QORVO INC Technology 89,599.0 $6.9M 0.03% +77K +619.0% $77.40 +37.5%
173 DOV DOVER CORP Industrials 32,762.0 $6.8M 0.02% +25K +312.9% $208.45 +0.7%
174 GPN GLOBAL PMTS INC Industrials 100,318.0 $6.8M 0.02% +71K +244.0% $67.30 +8.9%
175 AVY AVERY DENNISON CORP Industrials 38,393.0 $6.6M 0.02% +8K +25.5% $172.68 -7.5%
176 TXT TEXTRON INC Industrials 74,673.0 $6.5M 0.02% +70K +1484.1% $87.56 +4.9%
177 HOOD ROBINHOOD MKTS INC Financial Services 92,674.0 $6.4M 0.02% +42K +84.1% $69.30 +6.3%
178 EXPAND ENERGY CORPORATION 58,211.0 $6.4M 0.02% +54K +1363.3% $109.78
179 ADSK AUTODESK INC Technology 26,617.0 $6.4M 0.02% +5K +25.9% $239.40 +0.7%
180 CPRT COPART INC Industrials 190,251.0 $6.3M 0.02% +16K +9.5% $33.20 +1.8%
Page 9 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%