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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 16 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ALGN ALIGN TECHNOLOGY INC Healthcare 2,465.0 $423K 0.00% -14K -85.4% $171.43 -4.6%
302 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,009.0 $420K 0.00% -4K -67.8% $209.08 +15.9%
303 PAAS PAN AMERN SILVER CORP Basic Materials 7,470.0 $408K 0.00% -443.0 -5.6% $54.63 -1.3%
304 EVEREST GROUP LTD 1,231.0 $402K 0.00% -9K -88.0% $326.85
305 IQVIA HLDGS INC 2,345.0 $400K 0.00% -3K -58.2% $170.54
306 VISN VISTANCE NETWORKS INC Technology 20,779.0 $378K 0.00% -974.0 -4.5% $18.20 -32.4%
307 FTS FORTIS INC Utilities 6,731.0 $376K 0.00% -20K -74.6% $55.79 +1.2%
308 IT GARTNER INC Technology 2,312.0 $366K 0.00% -35K -93.8% $158.34 +1.1%
309 BAX BAXTER INTL INC Healthcare 21,490.0 $361K 0.00% -620K -96.7% $16.80 +14.2%
310 AHCO ADAPTHEALTH CORP Healthcare 30,300.0 $361K 0.00% -260K -89.5% $11.90 -12.2%
311 DIA STATE STR SPDR DOW JONES IND Financial Services 777.0 $360K 0.00% -9K -91.9% $463.19 +9.3%
312 USO UNITED STS OIL FD LP Financial Services 2,765.0 $352K 0.00% -600.0 -17.8% $127.25 +10.7%
313 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,647.0 $349K 0.00% -1K -32.2% $131.74 +18.9%
314 ENVA ENOVA INTL INC Financial Services 2,502.0 $340K 0.00% -78.0 -3.0% $135.83 +16.0%
315 REGCO REGENCY CTRS CORP Real Estate 4,426.0 $335K 0.00% -14K -76.4% $75.66 -70.4%
316 ROKU ROKU INC Communication Services 3,264.0 $309K 0.00% -46K -93.3% $94.62 +32.7%
317 CSGP COSTAR GROUP INC Real Estate 7,637.0 $308K 0.00% -13K -62.8% $40.34 -15.8%
318 POOL POOL CORP Industrials 1,515.0 $307K 0.00% -19K -92.7% $202.33 -8.7%
319 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,768.0 $291K 0.00% -353K -98.1% $43.06 -1.2%
320 RCI ROGERS COMMUNICATIONS INC Communication Services 7,251.0 $279K 0.00% -42K -85.2% $38.45 -4.8%
Page 16 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%