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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 12 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EWJ ISHARES INC 1,560.0 $132K NEW $84.44 +8.5%
222 QS QUANTUMSCAPE CORP Consumer Cyclical 17,515.0 $112K NEW $6.38 +28.5%
223 VOYG VOYAGER TECHNOLOGIES INC Industrials 4,961.0 $112K NEW $22.48 +98.6%
224 PNW PINNACLE WEST CAP CORP Utilities 1,094.0 $110K NEW $100.75 +2.2%
225 IYM ISHARES TR 615.0 $107K NEW $174.40 +4.2%
226 TNDM TANDEM DIABETES CARE INC Healthcare 5,500.0 $105K NEW $19.17 -21.9%
227 INSP INSPIRE MED SYS INC Healthcare 2,033.0 $105K NEW $51.58 -15.0%
228 VERX VERTEX INC Technology 7,000.0 $83K NEW $11.89 +13.0%
229 ETORO GROUP LTD 2,800.0 $82K NEW $29.18
230 BDN BRANDYWINE RLTY TR Real Estate 27,500.0 $75K NEW $2.71 +10.7%
231 KMX CARMAX INC Consumer Cyclical 1,729.0 $72K NEW $41.58 -3.0%
232 BBIO BRIDGEBIO PHARMA INC Healthcare 879.0 $65K NEW $74.26 -6.9%
233 CBSH COMMERCE BANCSHARES INC Financial Services 1,201.0 $59K NEW $49.20 +6.4%
234 XSW SPDR SERIES TRUST 390.0 $55K NEW $140.53 +17.4%
235 AXSM AXSOME THERAPEUTICS INC. Healthcare 301.0 $51K NEW $169.02 +39.6%
236 TME TENCENT MUSIC ENTMT GROUP Communication Services 5,080.0 $47K NEW $9.28 -5.1%
237 DIEBOLD NIXDORF INC 600.0 $45K NEW $75.44
238 CHRD CHORD ENERGY CORPORATION Energy 295.0 $42K NEW $142.18 +1.3%
239 RYN RAYONIER INC Real Estate 1,601.0 $33K NEW $20.62 -1.3%
240 REXR REXFORD INDL RLTY INC Real Estate 951.0 $31K NEW $32.73 +10.5%
Page 12 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%