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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 19 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PALL ABRDN PALLADIUM ETF TRUST Financial Services 455.0 $60K -545.0 -54.5% $132.11 -81.4%
362 ARKK ARK ETF TR 836.0 $57K -1K -60.8% $67.59 +13.0%
363 RIO RIO TINTO PLC Basic Materials 459.0 $43K -41.0 -8.2% $93.29 +11.7%
364 UFPI UFP INDUSTRIES INC Basic Materials 449.0 $41K -14K -96.9% $92.12 -12.6%
365 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 516.0 $38K -45K -98.9% $73.90 +2.0%
366 QTWO Q2 HLDGS INC Technology 800.0 $38K -2K -75.3% $47.30 -2.5%
367 BEPC BROOKFIELD RENEWABLE CORP Utilities 924.0 $37K -94K -99.0% $39.83 -5.9%
368 XOP SPDR SERIES TRUST 189.0 $34K -4K -95.6% $181.83 -5.4%
369 QLYS QUALYS INC Technology 367.0 $32K -2.0 -0.5% $87.85 +16.5%
370 APLD APPLIED DIGITAL CORP Technology 1,299.0 $31K -627.0 -32.5% $23.74 +93.2%
371 SOLENO THERAPEUTICS INC 692.0 $23K -13K -95.0% $33.48
372 CCC CCC INTELLIGENT SOLUTIONS HL Technology 3,559.0 $21K -277K -98.7% $6.00 -24.0%
373 GLNG GOLAR LNG LTD Energy 324.0 $18K -2K -83.3% $54.11 -3.2%
374 DNN DENISON MINES CORP Energy 4,909.0 $17K -2K -29.7% $3.45 -6.5%
375 WTS WATTS WATER TECHNOLOGIES INC Industrials 51.0 $15K -2.0 -3.8% $290.29 +4.2%
376 ENS ENERSYS Industrials 81.0 $14K -117.0 -59.1% $173.72 +33.7%
377 NXE NEXGEN ENERGY LTD Energy 1,237.0 $14K -524.0 -29.8% $11.31 -5.7%
378 UROY URANIUM RTY CORP Energy 3,767.0 $13K -2K -29.7% $3.46 -2.6%
379 AMER SPORTS INC 345.0 $11K -210K -99.8% $32.92
380 FLNG FLEX LNG LTD Energy 309.0 $9K -2K -83.4% $29.71 +7.6%
Page 19 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%