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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 7 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MFC MANULIFE FINL CORP Financial Services 219,069.0 $7.5M 0.03% -55K -20.0% $34.44 +11.9%
122 MAR MARRIOTT INTL INC NEW Consumer Cyclical 22,925.0 $7.5M 0.03% -1K -5.3% $327.07 +12.9%
123 VRSN VERISIGN INC Technology 29,700.0 $7.4M 0.03% -9K -23.3% $248.36 +24.8%
124 EMR EMERSON ELEC CO Industrials 55,139.0 $7.2M 0.03% -10K -15.7% $131.02 +4.1%
125 CHE CHEMED CORP NEW Healthcare 19,078.0 $7.2M 0.03% -2K -8.2% $377.74 +16.3%
126 CPNG COUPANG INC Consumer Cyclical 367,821.0 $6.9M 0.03% -576K -61.0% $18.88 -14.6%
127 SYY SYSCO CORP Consumer Defensive 97,324.0 $6.9M 0.03% -69K -41.6% $71.33 +7.0%
128 WDAY WORKDAY INC Technology 53,121.0 $6.9M 0.03% -38K -41.4% $129.92 -1.4%
129 FITB FIFTH THIRD BANCORP Financial Services 147,872.0 $6.9M 0.03% -136K -47.9% $46.46 +6.5%
130 MRVL MARVELL TECHNOLOGY INC Technology 69,011.0 $6.8M 0.02% -350K -83.5% $99.05 +98.2%
131 MCD MCDONALDS CORP Consumer Cyclical 21,455.0 $6.7M 0.02% -70K -76.6% $310.79 -9.2%
132 KDP KEURIG DR PEPPER INC Consumer Defensive 250,774.0 $6.6M 0.02% -1.0M -80.0% $26.33 +10.6%
133 WBD WARNER BROS DISCOVERY INC Communication Services 239,303.0 $6.6M 0.02% -431K -64.3% $27.46 -1.6%
134 TD TORONTO DOMINION BK ONT Financial Services 70,361.0 $6.6M 0.02% -18K -20.2% $93.31 +19.9%
135 SYF SYNCHRONY FINANCIAL Financial Services 95,964.0 $6.5M 0.02% -139K -59.2% $68.02 +5.6%
136 AVT AVNET INC Technology 105,337.0 $6.5M 0.02% -44K -29.5% $61.62 +39.4%
137 UBER UBER TECHNOLOGIES INC Technology 89,120.0 $6.4M 0.02% -440K -83.2% $71.93 -0.2%
138 AMGN AMGEN INC Healthcare 17,885.0 $6.3M 0.02% -142K -88.8% $351.85 -3.6%
139 EFX EQUIFAX INC Industrials 34,530.0 $6.2M 0.02% -24K -40.8% $180.07 -8.9%
140 TJX TJX COS INC NEW Consumer Cyclical 38,412.0 $6.1M 0.02% -84K -68.6% $159.70 -0.9%
Page 7 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%