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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 7 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GFI GOLD FIELDS LTD Basic Materials 34,681.0 $1.6M 0.01% NEW $45.40 -12.9%
122 FEDERATED HERMES INC 27,400.0 $1.6M 0.01% NEW $56.71
123 OKE ONEOK INC NEW Energy 17,183.0 $1.6M 0.01% NEW $90.39 +4.0%
124 SSNC SS&C TECH HLDGS Technology 22,958.0 $1.6M 0.01% NEW $67.57 -0.8%
125 NATL NCR ATLEOS CORPORATION Technology 35,400.0 $1.5M 0.01% NEW $43.58 +2.5%
126 BLD TOPBUILD COR Industrials 4,192.0 $1.5M 0.01% NEW $351.30 +16.1%
127 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 32,000.0 $1.3M 0.01% NEW $39.83 -2.3%
128 CTRI CENTURI HOLDINGS INC Utilities 43,250.0 $1.3M 0.01% NEW $29.21 +3.4%
129 IGOV ISHARES TR 30,846.0 $1.3M 0.01% NEW $40.87 +1.4%
130 DUK DUKE ENERGY CORP NEW Utilities 9,514.0 $1.2M 0.00% NEW $130.94 -4.0%
131 ORC ORCHID IS CAP INC Real Estate 173,100.0 $1.2M 0.00% NEW $7.03 -3.8%
132 CVGW CALAVO GROWERS INC Consumer Defensive 46,918.0 $1.2M 0.00% NEW $25.79 +2.6%
133 DDS DILLARDS INC Consumer Cyclical 2,083.0 $1.2M 0.00% NEW $572.11 -1.8%
134 HXL HEXCEL CORP NEW Industrials 14,260.0 $1.2M 0.00% NEW $80.93 +6.5%
135 PAA PLAINS ALL AMERN PIPELINE L Energy 50,000.0 $1.1M 0.00% NEW $22.33 +8.2%
136 RLI RLI CORP Financial Services 18,712.0 $1.1M 0.00% NEW $57.04 -7.9%
137 COKE COCA COLA CONS INC Consumer Defensive 5,542.0 $1.1M 0.00% NEW $191.74 -8.5%
138 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 24,753.0 $1.0M 0.00% NEW $41.27 +26.0%
139 PAGS PAGSEGURO DIGITAL LTD Technology 100,000.0 $1.0M 0.00% NEW $10.02 -8.8%
140 DOCN DIGITALOCEAN HLDGS INC Technology 11,467.0 $984K 0.00% NEW $85.78 +84.7%
Page 7 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%