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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 11 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AYI ACUITY INC Industrials 1,151.0 $323K 0.00% NEW $280.22 +6.0%
202 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,513.0 $321K 0.00% NEW $71.18 -9.1%
203 HR HEALTHCARE RLTY TR Real Estate 18,259.0 $310K 0.00% NEW $16.99 +20.4%
204 ONDS ONDAS INC Technology 33,979.0 $307K 0.00% NEW $9.04 +10.8%
205 AMBA AMBARELLA INC Technology 5,923.0 $305K 0.00% NEW $51.47 +84.2%
206 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 8,778.0 $298K 0.00% NEW $33.95 +7.0%
207 CRCT CRICUT INC Technology 73,700.0 $276K 0.00% NEW $3.74 +9.4%
208 JOBY JOBY AVIATION INC Industrials 31,216.0 $258K 0.00% NEW $8.26 +37.8%
209 ETSY INC 4,983.0 $249K 0.00% NEW $49.98
210 REMX VANECK ETF TRUST 2,775.0 $244K 0.00% NEW $88.00 +12.2%
211 GOVT ISHARES TR 10,593.0 $243K 0.00% NEW $22.90 -0.9%
212 NI NISOURCE INC Utilities 5,188.0 $242K 0.00% NEW $46.66 +2.6%
213 ILMN ILLUMINA INC Healthcare 1,668.0 $206K 0.00% NEW $123.26 +17.9%
214 IXN ISHARES TR 1,985.0 $193K 0.00% NEW $97.35 +43.7%
215 FLY FIREFLY AEROSPACE INC Industrials 7,071.0 $190K 0.00% NEW $26.86 +116.9%
216 COWZ PACER FDS TR 2,750.0 $172K 0.00% NEW $62.56 +3.0%
217 FLS FLOWSERVE CORP Industrials 2,198.0 $162K 0.00% NEW $73.51 -1.8%
218 FTAI AVIATION LTD 642.0 $157K 0.00% NEW $245.00
219 TERN TERNS PHARMACEUTICALS INC Healthcare 2,800.0 $148K 0.00% NEW $52.72 +0.4%
220 AMR ALPHA METALLURGICAL RESOUR I Energy 719.0 $148K 0.00% NEW $205.27 -8.4%
Page 11 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%