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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 4 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVS NOVARTIS AG Healthcare 36,500.0 $5.6M 0.02% NEW $152.75 -0.5%
62 EXC EXELON CORP Utilities 113,138.0 $5.5M 0.02% NEW $49.02 -5.7%
63 IP INTERNATIONAL PAPER CO Consumer Cyclical 155,350.0 $5.5M 0.02% NEW $35.70 -12.4%
64 DGX QUEST DIAGNOSTICS INC Healthcare 28,191.0 $5.5M 0.02% NEW $195.98 -0.4%
65 SKT TANGER INC Real Estate 153,250.0 $5.2M 0.02% NEW $33.98 +4.5%
66 BL BLACKLINE INC Technology 135,822.0 $5.0M 0.02% NEW $37.00 -21.9%
67 AGYS AGILYSYS INC Technology 66,900.0 $4.8M 0.02% NEW $71.14 +12.2%
68 COPX GLOBAL X FDS 62,158.0 $4.7M 0.02% NEW $76.35 +9.2%
69 UAL UNITED AIRLS HLDGS INC Industrials 51,065.0 $4.7M 0.02% NEW $92.07 +8.6%
70 HPE HEWLETT PACKARD ENTERPRISE C Technology 197,085.0 $4.7M 0.02% NEW $23.81 +57.8%
71 ARM CALL ARM HOLDINGS PLC Technology 30,800.0 $4.7M 0.02% NEW $151.28 +102.6%
72 ALAB ASTERA LABS INC Technology 41,473.0 $4.5M 0.02% NEW $109.60 +180.0%
73 SUPN SUPERNUS PHARMACEUTICALS Healthcare 85,200.0 $4.4M 0.02% NEW $51.69 -6.7%
74 RKT ROCKET COS INC Financial Services 287,067.0 $4.1M 0.01% NEW $14.25 -3.2%
75 RDDT REDDIT INC Communication Services 28,446.0 $3.8M 0.01% NEW $134.65 +5.2%
76 COPX CALL GLOBAL X FDS 50,000.0 $3.8M 0.01% NEW $76.35 +9.2%
77 CW CURTISS WRIGHT CORP Industrials 5,566.0 $3.8M 0.01% NEW $681.12 +7.4%
78 ESS ESSEX PPTY TR INC Real Estate 15,326.0 $3.7M 0.01% NEW $242.00 +14.3%
79 PEGA PEGASYSTEMS INC Technology 85,731.0 $3.6M 0.01% NEW $42.56 -19.3%
80 DG DOLLAR GEN CORP Consumer Defensive 29,911.0 $3.6M 0.01% NEW $118.73 -11.0%
Page 4 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%