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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 15 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GPC GENUINE PARTS CO Consumer Cyclical 6,275.0 $664K 0.00% -29K -82.2% $105.75 -7.5%
282 TROW PRICE T ROWE GROUP INC Financial Services 6,918.0 $624K 0.00% -22K -76.0% $90.14 +14.7%
283 DY DYCOM INDS INC Industrials 1,833.0 $621K 0.00% -11K -86.0% $338.82 +21.4%
284 WYNN WYNN RESORTS LTD Consumer Cyclical 5,995.0 $609K 0.00% -63K -91.3% $101.55 -4.2%
285 CLS CELESTICA INC Technology 2,099.0 $591K 0.00% -158.0 -7.0% $281.68 +30.4%
286 BEP BROOKFIELD RENEWABLE ENERGY Utilities 17,802.0 $581K 0.00% -310.0 -1.7% $32.64 +8.8%
287 PPG PPG INDS INC Basic Materials 5,432.0 $581K 0.00% -151K -96.5% $106.88 +0.8%
288 CORPAY INC 1,993.0 $580K 0.00% -16K -88.8% $290.99
289 MSCI MSCI INC Financial Services 1,042.0 $562K 0.00% -1K -51.3% $539.01 +9.2%
290 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 18,400.0 $507K 0.00% -16K -46.7% $27.54 -13.8%
291 MRSH MARSH & MCLENNAN COS INC Financial Services 2,852.0 $495K 0.00% -18K -86.6% $173.45 -5.4%
292 TPH TRI POINTE HOMES INC Consumer Cyclical 10,009.0 $468K 0.00% -20K -66.2% $46.73 +0.5%
293 RVMD REVOLUTION MEDICINES INC Healthcare 4,745.0 $461K 0.00% -8K -61.9% $97.25 +55.8%
294 ROL ROLLINS INC Consumer Cyclical 8,624.0 $461K 0.00% -63K -88.0% $53.41 +0.1%
295 KRYS KRYSTAL BIOTECH INC Healthcare 1,736.0 $448K 0.00% -1K -40.5% $258.32 +15.9%
296 DVA DAVITA INC Healthcare 2,898.0 $445K 0.00% -102K -97.2% $153.69 +29.2%
297 SLF SUN LIFE FINANCIAL INC. Financial Services 7,097.0 $444K 0.00% -1K -15.5% $62.56 +16.8%
298 PSTG EVERPURE INC Technology 7,327.0 $433K 0.00% -10K -57.6% $59.04 +47.7%
299 RPM RPM INTL INC Basic Materials 4,309.0 $428K 0.00% -66K -93.9% $99.40 +1.5%
300 AOS SMITH A O CORP Industrials 6,477.0 $427K 0.00% -41K -86.4% $65.94 -13.1%
Page 15 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%