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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 11 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 27,416.0 $2.5M 0.01% -27K -49.2% $90.11 +15.2%
202 SEDG SOLAREDGE TECHNOLOGIES INC Energy 48,316.0 $2.5M 0.01% -4K -6.8% $51.05 +21.4%
203 SANDISK CORP 3,756.0 $2.4M 0.01% -175.0 -4.5% $635.34
204 CARR CARRIER GLOBAL CORPORATION Industrials 40,385.0 $2.3M 0.01% -108K -72.8% $56.31 +12.1%
205 FFIV F5 INC Technology 7,812.0 $2.3M 0.01% -770.0 -9.0% $289.33 +36.0%
206 PLAY DAVE & BUSTERS ENTMT INC Communication Services 207,700.0 $2.2M 0.01% -166K -44.5% $10.83 +8.5%
207 DDOG DATADOG INC Technology 18,957.0 $2.2M 0.01% -29K -60.5% $118.05 +88.3%
208 BDX BECTON DICKINSON & CO Healthcare 14,144.0 $2.2M 0.01% -84K -85.5% $157.23 -6.1%
209 LFUS LITTELFUSE INC Technology 6,263.0 $2.1M 0.01% -13K -67.9% $339.35 +35.7%
210 COOPER COS INC 28,268.0 $2.0M 0.01% -31K -52.4% $71.50
211 EPHE ISHARES TR 81,291.0 $2.0M 0.01% -525.0 -0.6% $24.83 -0.4%
212 FRT FEDERAL RLTY INVT TR NEW Real Estate 18,471.0 $2.0M 0.01% -74K -80.1% $106.21 +12.7%
213 OXY OCCIDENTAL PETE CORP Energy 29,571.0 $1.9M 0.01% -288K -90.7% $65.00 -9.5%
214 DTM DT MIDSTREAM INC Energy 13,693.0 $1.8M 0.01% -24K -63.8% $134.67 +12.2%
215 EPU ISHARES TR 23,450.0 $1.8M 0.01% -570.0 -2.4% $78.53 +5.2%
216 OMC OMNICOM GROUP INC Communication Services 23,973.0 $1.8M 0.01% -282K -92.2% $75.31 -0.5%
217 CME CME GROUP INC Financial Services 6,068.0 $1.8M 0.01% -112K -94.9% $295.35 -1.4%
218 HAL HALLIBURTON CO Energy 45,427.0 $1.8M 0.01% -26K -36.4% $38.99 +6.4%
219 IEX IDEX CORP Industrials 9,279.0 $1.8M 0.01% -9K -49.3% $189.55 +10.1%
220 ENTG ENTEGRIS INC Technology 14,945.0 $1.8M 0.01% -116K -88.6% $117.24 +15.4%
Page 11 of 21  ·  413 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%