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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 5 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITW ILLINOIS TOOL WKS INC Industrials 54,312.0 $14.1M 0.05% -12K -17.5% $260.29 -3.1%
82 TU TELUS CORPORATION Communication Services 1,095,639.0 $14.1M 0.05% -33K -3.0% $12.83 -2.7%
83 NVDA CALL NVIDIA CORPORATION Technology 80,000.0 $14.0M 0.05% -323K -80.2% $174.40 +23.5%
84 GL GLOBE LIFE INC Financial Services 96,399.0 $13.4M 0.05% -92K -48.8% $139.17 +12.3%
85 ROP ROPER TECHNOLOGIES INC Industrials 37,721.0 $13.3M 0.05% -55K -59.5% $353.86 -7.6%
86 NDAQ NASDAQ INC Financial Services 152,112.0 $12.9M 0.05% -5K -3.0% $84.89 +7.2%
87 GLW CORNING INC Technology 93,706.0 $12.7M 0.05% -88K -48.5% $135.97 +42.7%
88 NTRS NORTHERN TR CORP Financial Services 90,413.0 $12.6M 0.04% -4K -4.7% $139.57 +20.2%
89 FORTINET INC 154,027.0 $12.6M 0.04% -123K -44.4% $81.72
90 BNS BANK NOVA SCOTIA B C Financial Services 179,401.0 $12.4M 0.04% -15K -7.9% $69.31 +15.1%
91 TEAM ATLASSIAN CORPORATION Technology 181,640.0 $12.4M 0.04% -74K -28.8% $68.25 +25.2%
92 RITM RITHM CAPITAL CORP Real Estate 1,239,559.0 $11.8M 0.04% -49K -3.8% $9.48 -2.3%
93 BRX BRIXMOR PPTY GROUP INC Real Estate 406,981.0 $11.7M 0.04% -280K -40.8% $28.80 +7.1%
94 MGA MAGNA INTL INC Consumer Cyclical 208,194.0 $11.6M 0.04% -15K -6.8% $55.81 +15.7%
95 BPOP POPULAR INC Financial Services 80,072.0 $10.7M 0.04% -34K -29.8% $134.17 +12.2%
96 CEG CONSTELLATION ENERGY CORP Utilities 37,894.0 $10.6M 0.04% -64K -62.9% $279.25 +5.3%
97 PYPL PAYPAL HLDGS INC Financial Services 233,484.0 $10.6M 0.04% -1.5M -86.7% $45.23 -2.2%
98 YUM YUM BRANDS INC Consumer Cyclical 67,574.0 $10.5M 0.04% -111K -62.1% $155.48 -0.7%
99 CL COLGATE PALMOLIVE CO Consumer Defensive 122,776.0 $10.5M 0.04% -202K -62.2% $85.23 +6.3%
100 NMM NAVIOS MARITIME PARTNERS LP Industrials 154,215.0 $10.4M 0.04% -7K -4.1% $67.48 +10.4%
Page 5 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%