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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 14 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,890.0 $840K 0.00% -53K -94.8% $290.49 -0.4%
262 IRM IRON MTN INC DEL Real Estate 8,120.0 $829K 0.00% -5K -39.3% $102.14 +23.8%
263 DOW DOW HLDGS INC Basic Materials 19,630.0 $818K 0.00% -328K -94.3% $41.65 -13.5%
264 ARES ARES MANAGEMENT CORPORATION Financial Services 7,419.0 $809K 0.00% -14K -64.7% $109.10 +14.0%
265 THC TENET HEALTHCARE CORP Healthcare 4,250.0 $802K 0.00% -27K -86.3% $188.71 -7.9%
266 PSKY PARAMOUNT SKYDANCE CORP Communication Services 88,149.0 $795K 0.00% -27K -23.6% $9.02 +16.0%
267 GIB CGI INC Technology 10,636.0 $777K 0.00% -48K -82.0% $73.10 -8.4%
268 HUBB HUBBELL INC Industrials 1,581.0 $776K 0.00% -10K -86.4% $490.74 -3.2%
269 L LOEWS CORP Financial Services 7,036.0 $751K 0.00% -43K -85.9% $106.74 +2.0%
270 LNG CHENIERE ENERGY INC Energy 2,627.0 $745K 0.00% -66K -96.2% $283.76 -15.1%
271 BEN FRANKLIN RESOURCES INC Financial Services 31,190.0 $737K 0.00% -43K -58.1% $23.62 +31.3%
272 CPB THE CAMPBELLS COMPANY Consumer Defensive 32,297.0 $719K 0.00% -13K -29.1% $22.27 -7.6%
273 PII POLARIS INC Consumer Cyclical 13,000.0 $708K 0.00% -134K -91.2% $54.50 +24.5%
274 IMO IMPERIAL OIL LTD Energy 5,346.0 $699K 0.00% -1K -20.3% $130.82 +1.8%
275 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,175.0 $697K 0.00% -19K -94.3% $592.98 -4.1%
276 LQD ISHARES TR 6,387.0 $696K 0.00% -8K -56.2% $108.99 -0.6%
277 EMB ISHARES TR 7,364.0 $692K 0.00% -7K -50.2% $93.93 +1.3%
278 STT STATE STR CORP Financial Services 5,391.0 $682K 0.00% -118K -95.6% $126.56 +21.6%
279 LINE LINEAGE INC Real Estate 20,643.0 $676K 0.00% -804K -97.5% $32.76 +24.8%
280 CVX CHEVRON CORPORATION Energy 3,236.0 $670K 0.00% -58K -94.7% $206.90 -7.5%
Page 14 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%