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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 3 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TTAN PUT SERVICETITAN INC Technology 166,000.0 $10.5M 0.04% NEW $63.46 -0.5%
42 GRAL GRAIL INC Healthcare 199,368.0 $10.3M 0.04% NEW $51.68 +30.0%
43 RS RELIANCE INC Basic Materials 32,788.0 $10.0M 0.04% NEW $303.92 +20.8%
44 CDE PUT COEUR MNG INC Basic Materials 500,000.0 $9.4M 0.03% NEW $18.77 -6.1%
45 PFSI PUT PENNYMAC FINL SVCS INC NEW Financial Services 100,000.0 $8.7M 0.03% NEW $87.40 -1.7%
46 OGE OGE ENERGY CORP Utilities 179,957.0 $8.6M 0.03% NEW $47.96 +1.2%
47 NEE NEXTERA ENERGY INC Utilities 89,984.0 $8.4M 0.03% NEW $92.88 -4.7%
48 GXO GXO LOGISTICS INCORPORATED Industrials 160,703.0 $8.3M 0.03% NEW $51.85 -8.4%
49 FSLR FIRST SOLAR INC Energy 38,264.0 $7.5M 0.03% NEW $197.26 +30.7%
50 TEX TEREX CORP NEW Industrials 124,995.0 $7.4M 0.03% NEW $59.10 -2.3%
51 EWY ISHARES INC 59,873.0 $7.4M 0.03% NEW $123.01 +48.0%
52 RF REGIONS FINANCIAL CORP NEW Financial Services 278,302.0 $7.3M 0.03% NEW $26.12 +6.5%
53 DV DOUBLEVERIFY HLDGS INC Technology 758,021.0 $7.2M 0.03% NEW $9.50 +3.5%
54 AEIS ADVANCED ENERGY INDS Industrials 22,000.0 $7.1M 0.03% NEW $322.71 +0.7%
55 BMNR PUT BITMINE IMMERSION TECNOLOGIE Financial Services 357,700.0 $7.1M 0.03% NEW $19.78 -4.6%
56 FN PUT FABRINET Technology 12,500.0 $6.5M 0.02% NEW $521.52 +35.0%
57 O REALTY INCOME CORP Real Estate 106,037.0 $6.5M 0.02% NEW $61.18 +1.4%
58 SHAK SHAKE SHACK INC Consumer Cyclical 69,000.0 $6.1M 0.02% NEW $88.47 -29.1%
59 INGRAM MICRO HLDG CORP 256,135.0 $6.0M 0.02% NEW $23.31
60 EVR EVERCORE INC Financial Services 19,444.0 $5.8M 0.02% NEW $298.51 +15.9%
Page 3 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%