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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 13 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TFC TRUIST FINL CORP Financial Services 26,415.0 $1.2M 0.00% -282K -91.4% $45.97 +5.2%
242 TYL TYLER TECHNOLOGIES INC Technology 3,508.0 $1.2M 0.00% -5K -56.7% $342.38 -8.5%
243 AA ALCOA CORP Basic Materials 17,839.0 $1.2M 0.00% -43K -70.8% $66.33 +7.6%
244 SLV ISHARES SILVER TR Financial Services 17,357.0 $1.2M 0.00% -51K -74.5% $68.14 +0.3%
245 MCHP MICROCHIP TECHNOLOGY INC. Technology 17,531.0 $1.1M 0.00% -605K -97.2% $64.61 +44.6%
246 FANG DIAMONDBACK ENERGY INC Energy 5,625.0 $1.1M 0.00% -136.0 -2.4% $197.79 +1.5%
247 FTV FORTIVE CORP Technology 19,425.0 $1.1M 0.00% -12K -37.5% $55.28 +7.0%
248 KGS KODIAK GAS SVCS INC Energy 18,200.0 $1.1M 0.00% -9K -32.6% $58.32 +26.4%
249 PAYX PAYCHEX INC Industrials 11,458.0 $1.1M 0.00% -167K -93.6% $92.12 +5.3%
250 EFA ISHARES TR 10,826.0 $1.1M 0.00% -7K -39.0% $97.13 +7.1%
251 WCN WASTE CONNECTIONS INC Industrials 6,314.0 $1.0M 0.00% -4K -38.4% $162.44 -4.1%
252 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,716.0 $1.0M 0.00% -436.0 -20.3% $588.68 -8.9%
253 BROOKFIELD ASSET MANAGMT LTD 21,156.0 $940K 0.00% -983.0 -4.4% $44.45
254 NWS NEWS CORP NEW Communication Services 32,711.0 $933K 0.00% -14K -29.8% $28.51 +4.1%
255 CCI CROWN CASTLE INC Real Estate 11,155.0 $907K 0.00% -235K -95.5% $81.31 +12.5%
256 JD JD.COM INC Consumer Cyclical 30,184.0 $893K 0.00% -6K -17.1% $29.57 +3.2%
257 FUL FULLER H B CO Basic Materials 14,400.0 $888K 0.00% -13K -46.7% $61.68 -6.3%
258 THOMSON REUTERS CORP 9,841.0 $885K 0.00% -2K -13.5% $89.98
259 PTC PTC INC Technology 6,153.0 $877K 0.00% -167K -96.5% $142.49 +4.0%
260 CR CRANE COMPANY Industrials 5,124.0 $876K 0.00% -9K -63.1% $171.00 +5.1%
Page 13 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%