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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 8 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PWP PERELLA WEINBERG PARTNERS Financial Services 53,900.0 $979K 0.00% NEW $18.16 +2.9%
142 CAI CARIS LIFE SCIENCES INC Healthcare 52,778.0 $944K 0.00% NEW $17.88 -13.0%
143 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 41,000.0 $941K 0.00% NEW $22.95 +4.5%
144 BLDR BUILDERS FIRSTSOURCE INC Industrials 11,233.0 $925K 0.00% NEW $82.33 -9.9%
145 HLNE HAMILTON LANE INC Financial Services 9,288.0 $923K 0.00% NEW $99.40 -9.1%
146 SPXC SPX TECHNOLOGIES INC Industrials 4,600.0 $920K 0.00% NEW $199.94 +3.9%
147 MATX MATSON INC Industrials 5,400.0 $885K 0.00% NEW $163.94 +10.9%
148 INGERSOLL RAND INC 10,921.0 $875K 0.00% NEW $80.12
149 MSA MSA SAFETY INC Industrials 5,230.0 $857K 0.00% NEW $163.95 +4.3%
150 APP APPLOVIN CORP Technology 2,134.0 $849K 0.00% NEW $398.00 +21.0%
151 HE HAWAIIAN ELEC INDS INC MTN B Utilities 55,800.0 $828K 0.00% NEW $14.84 -7.9%
152 AXS AXIS CAP HLDGS LTD Financial Services 7,778.0 $789K 0.00% NEW $101.41 -1.4%
153 SON SONOCO PRODS CO Consumer Cyclical 14,548.0 $787K 0.00% NEW $54.09 -8.7%
154 WTM WHITE MTNS INS GROUP LTD Financial Services 356.0 $782K 0.00% NEW $2196.96 -2.3%
155 HLF HERBALIFE LTD Consumer Defensive 51,700.0 $761K 0.00% NEW $14.72 -15.6%
156 CNM CORE & MAIN INC Industrials 14,826.0 $732K 0.00% NEW $49.40 -4.3%
157 WULF TERAWULF INC Financial Services 50,000.0 $722K 0.00% NEW $14.43 +58.1%
158 RCAT RED CAT HLDGS INC Technology 53,632.0 $702K 0.00% NEW $13.09 -28.1%
159 PI IMPINJ INC Technology 6,800.0 $698K 0.00% NEW $102.70 +45.8%
160 AUR AURORA INNOVATION INC Technology 165,145.0 $680K 0.00% NEW $4.12 +71.6%
Page 8 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%