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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 17 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DSGX DESCARTES SYS GROUP INC Technology 3,799.0 $272K 0.00% -843.0 -18.2% $71.56 -0.4%
322 EQH EQUITABLE HLDGS INC Financial Services 7,211.0 $268K 0.00% -48K -86.9% $37.11 +14.7%
323 OIH VANECK ETF TRUST 632.0 $255K 0.00% -2K -72.2% $404.21 +9.8%
324 CAG CONAGRA BRANDS INC Consumer Defensive 15,996.0 $251K 0.00% -39K -71.1% $15.72 -13.7%
325 LW LAMB WESTON HLDGS INC Consumer Defensive 5,684.0 $240K 0.00% -43K -88.4% $42.26 +3.5%
326 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 12,624.0 $232K 0.00% -13K -50.0% $18.38 -6.6%
327 VC VISTEON CORP Consumer Cyclical 2,500.0 $228K 0.00% -8K -75.0% $91.11 +24.5%
328 INDA ISHARES TR 4,920.0 $226K 0.00% -565.0 -10.3% $45.96 +5.3%
329 LUNR INTUITIVE MACHINES INC Industrials 11,394.0 $211K 0.00% -4K -27.6% $18.56 +106.1%
330 MRCY MERCURY SYS INC Industrials 2,814.0 $205K 0.00% -197.0 -6.5% $72.91 +35.2%
331 NTRA NATERA INC Healthcare 992.0 $198K 0.00% -3K -74.4% $199.99 +1.6%
332 CFG CITIZENS FINL GROUP INC Financial Services 3,266.0 $196K 0.00% -467K -99.3% $59.97 +4.9%
333 MHO M/I HOMES INC Consumer Cyclical 1,555.0 $190K 0.00% -1K -44.1% $122.45 +6.0%
334 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 3,298.0 $184K 0.00% -67.0 -2.0% $55.65 +4.5%
335 STN STANTEC INC Industrials 2,100.0 $179K 0.00% -122.0 -5.5% $85.16 -10.1%
336 MOS MOSAIC CO Basic Materials 6,981.0 $178K 0.00% -49K -87.5% $25.50 -11.7%
337 GREK GLOBAL X FDS 2,651.0 $167K 0.00% -781.0 -22.8% $63.10 +11.8%
338 EFC ELLINGTON FINANCIAL INC Real Estate 13,000.0 $154K 0.00% -50K -79.4% $11.85 +13.8%
339 OTEX OPEN TEXT CORP Technology 6,900.0 $153K 0.00% -776.0 -10.1% $22.24 +5.5%
340 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 6,380.0 $149K 0.00% -800K -99.2% $23.39 -0.9%
Page 17 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%