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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 6 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HUN HUNTSMAN CORP Basic Materials 170,175.0 $2.3M 0.01% NEW $13.31 +9.0%
102 WSC WILLSCOT HLDGS CORP Industrials 127,434.0 $2.2M 0.01% NEW $17.36 +42.7%
103 BRKR BRUKER CORP Healthcare 59,698.0 $2.2M 0.01% NEW $36.12 +26.5%
104 RXO RXO INC Industrials 138,800.0 $2.0M 0.01% NEW $14.62 +66.7%
105 IE IVANHOE ELECTRIC INC Technology 171,583.0 $2.0M 0.01% NEW $11.82 -0.2%
106 UAA UNDER ARMOUR INC Consumer Cyclical 331,836.0 $2.0M 0.01% NEW $5.91 -6.9%
107 COUR COURSERA INC Consumer Defensive 336,400.0 $2.0M 0.01% NEW $5.82 -8.6%
108 VLO VALERO ENERGY CORP Energy 7,867.0 $1.9M 0.01% NEW $247.08 -0.0%
109 BIO BIO RAD LABS INC Healthcare 6,970.0 $1.9M 0.01% NEW $278.75 +3.2%
110 VTRS VIATRIS INC Healthcare 134,531.0 $1.8M 0.01% NEW $13.51 +23.2%
111 RRX REGAL REXNORD CORPORATION Industrials 9,466.0 $1.8M 0.01% NEW $187.26 +7.2%
112 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 19,100.0 $1.8M 0.01% NEW $92.27 +21.3%
113 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 81,754.0 $1.7M 0.01% NEW $20.95 +11.6%
114 GTM ZOOMINFO TECHNOLOGIES INC Technology 275,883.0 $1.6M 0.01% NEW $5.98 -39.6%
115 OWL BLUE OWL CAPITAL INC Financial Services 179,987.0 $1.6M 0.01% NEW $9.13 +10.2%
116 ZION ZIONS BANCORPORATION NATL AS Financial Services 28,380.0 $1.6M 0.01% NEW $57.62 +7.2%
117 EEFT EURONET WORLDWIDE INC Technology 24,306.0 $1.6M 0.01% NEW $66.37 -0.3%
118 COGT COGENT BIOSCIENCES INC Healthcare 41,536.0 $1.6M 0.01% NEW $38.49 -15.1%
119 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 22,518.0 $1.6M 0.01% NEW $70.51 -20.3%
120 ZS ZSCALER INC Technology 11,289.0 $1.6M 0.01% NEW $140.29 +21.9%
Page 6 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%