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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 8 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 URI UNITED RENTALS INC Industrials 8,373.0 $6.1M 0.02% -26K -75.5% $728.56 +28.8%
142 FISV FISERV INC Technology 109,241.0 $6.1M 0.02% -54K -33.2% $55.80 +2.4%
143 NGL NGL ENERGY PARTNERS LP Energy 491,568.0 $6.1M 0.02% -169K -25.6% $12.33 +46.9%
144 VMC VULCAN MATLS CO Basic Materials 21,282.0 $5.8M 0.02% -2K -9.7% $272.30 -4.3%
145 RL RALPH LAUREN CORP Consumer Cyclical 16,717.0 $5.8M 0.02% -132K -88.7% $343.99 +9.8%
146 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 17,076.0 $5.6M 0.02% -23K -57.1% $330.87 -10.1%
147 PNC PNC FINL SVCS GROUP INC Financial Services 27,011.0 $5.6M 0.02% -118K -81.4% $208.09 +5.4%
148 MELI MERCADOLIBRE INC Consumer Cyclical 3,210.0 $5.6M 0.02% -953.0 -22.9% $1729.02 -3.7%
149 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 68,205.0 $5.5M 0.02% -34K -33.1% $80.95 -1.8%
150 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 204,895.0 $5.4M 0.02% -745K -78.4% $26.43 +7.7%
151 SNX TD SYNNEX CORPORATION Technology 31,988.0 $5.4M 0.02% -3K -7.7% $168.71 +40.7%
152 ULTA ULTA BEAUTY INC Consumer Cyclical 10,135.0 $5.3M 0.02% -51.0 -0.5% $522.71 -1.5%
153 ACM AECOM Industrials 61,591.0 $5.2M 0.02% -66K -51.6% $84.82 -15.1%
154 TRP TC ENERGY CORP Energy 83,142.0 $5.2M 0.02% -21K -20.3% $62.60 +13.3%
155 AJG GALLAGHER ARTHUR J & CO Financial Services 22,524.0 $4.9M 0.02% -44K -66.2% $216.58 -5.5%
156 RIVIAN AUTOMOTIVE INC 5,000.0 $4.8M 0.02% -5K -50.0% $961.67
157 OTIS OTIS WORLDWIDE CORP Industrials 62,140.0 $4.8M 0.02% -52K -45.4% $77.08 -5.6%
158 TDG TRANSDIGM GROUP INC Industrials 4,130.0 $4.8M 0.02% -7K -62.9% $1158.96 +4.7%
159 EQR EQUITY RESIDENTIAL Real Estate 80,832.0 $4.8M 0.02% -73K -47.3% $59.15 +11.9%
160 PHM PULTE GROUP INC Consumer Cyclical 38,951.0 $4.6M 0.02% -152K -79.6% $117.61 -1.0%
Page 8 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%