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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 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DXJ WISDOMTREE TR 3,147.0 $499K 0.00% NEW $158.58 +6.9%
182 SRPT SAREPTA THERAPEUTICS INC Healthcare 22,856.0 $497K 0.00% NEW $21.76 -22.8%
183 TQQQ PROSHARES TR 12,350.0 $488K 0.00% NEW $39.50 +97.1%
184 PD PAGERDUTY INC Technology 78,500.0 $487K 0.00% NEW $6.21 +15.9%
185 UNG UNITED STS NAT GAS FD LP Financial Services 40,750.0 $478K 0.00% NEW $11.73 -6.7%
186 HNI HNI CORP Industrials 14,000.0 $467K 0.00% NEW $33.39 -8.1%
187 MDA MDA SPACE LTD Technology 18,724.0 $453K 0.00% NEW $24.20 +78.1%
188 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 11,913.0 $446K 0.00% NEW $37.45 -1.3%
189 ALV AUTOLIV INC Consumer Cyclical 4,125.0 $434K 0.00% NEW $105.16 +16.7%
190 TCOM TRIP COM GROUP LTD Consumer Cyclical 8,690.0 $433K 0.00% NEW $49.79 -6.9%
191 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 23,500.0 $414K 0.00% NEW $17.62 +4.9%
192 TFIN TRIUMPH FINANCIAL INC Financial Services 6,250.0 $373K 0.00% NEW $59.66 +11.9%
193 TNA DIREXION SHARES ETF TRUST 8,735.0 $367K 0.00% NEW $42.01 +55.1%
194 PHR PHREESIA INC Healthcare 43,000.0 $360K 0.00% NEW $8.38 +6.4%
195 ROIV ROIVANT SCIENCES LTD Healthcare 12,800.0 $355K 0.00% NEW $27.70 +8.2%
196 VITL VITAL FARMS INC Consumer Defensive 25,000.0 $353K 0.00% NEW $14.12 -28.3%
197 SMTC SEMTECH CORP Technology 4,350.0 $334K 0.00% NEW $76.89 +103.9%
198 BE BLOOM ENERGY CORP Industrials 2,443.0 $331K 0.00% NEW $135.49 +123.3%
199 ASST STRIVE INC Communication Services 32,818.0 $329K 0.00% NEW $10.02 +81.7%
200 EH EHANG HLDGS LTD Industrials 33,763.0 $328K 0.00% NEW $9.71 +0.7%
Page 10 of 14  ·  261 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%