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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 11 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CSX CSX CORP Industrials 472,215.0 $19.4M 0.07% -457K -49.2% $41.05 +12.9%
202 AIT APPLIED INDL TECHNOLOGIES IN Industrials 72,841.0 $19.3M 0.07% +39K +112.4% $265.32 +17.2%
203 MET METLIFE INC Financial Services 271,843.0 $19.2M 0.07% +135K +98.8% $70.72 +17.6%
204 DIA CALL STATE STR SPDR DOW JONES IND Financial Services 40,800.0 $18.9M 0.07% NEW $463.19 +8.9%
205 WM WASTE MGMT INC DEL Industrials 81,648.0 $18.8M 0.07% -140K -63.2% $229.79 -6.0%
206 AXTA AXALTA COATING SYS LTD Basic Materials 676,501.0 $18.7M 0.07% NEW $27.70 +7.3%
207 ABNB AIRBNB INC Consumer Cyclical 148,263.0 $18.7M 0.07% +28K +23.1% $126.28 +5.3%
208 TWLO TWILIO INC Communication Services 148,765.0 $18.7M 0.07% +143K +2492.2% $125.82 +49.9%
209 AVGO CALL BROADCOM INC Technology 60,000.0 $18.6M 0.07% NEW $309.51 +36.5%
210 LULU LULULEMON ATHLETICA INC Consumer Cyclical 121,054.0 $18.5M 0.07% +107K +740.9% $153.10 -17.4%
211 AIG AMERICAN INTL GROUP INC Financial Services 245,583.0 $18.5M 0.07% +100K +68.8% $75.25 +3.0%
212 AG FIRST MAJESTIC SILVER CORP Basic Materials 858,679.0 $18.4M 0.07% NEW $21.48 -6.2%
213 F FORD MTR CO Consumer Cyclical 1,570,910.0 $18.1M 0.07% +220K +16.3% $11.54 +34.5%
214 EQT EQT CORP Energy 280,186.0 $17.8M 0.06% -75K -21.1% $63.64 -11.4%
215 KEY KEYCORP Financial Services 874,559.0 $17.5M 0.06% +153K +21.2% $20.05 +8.1%
216 DELL DELL TECHNOLOGIES INC Technology 105,831.0 $17.4M 0.06% -16K -13.4% $164.13 +86.1%
217 HIG HARTFORD INSURANCE GROUP INC Financial Services 126,901.0 $17.2M 0.06% +9K +7.4% $135.23 -0.2%
218 KMI KINDER MORGAN INC DEL Energy 508,111.0 $17.0M 0.06% +94K +22.7% $33.53 -1.0%
219 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 860,467.0 $17.0M 0.06% +857K +10000.0% $19.78 -2.9%
220 KIM KIMCO REALTY CORP Real Estate 749,241.0 $16.8M 0.06% -1.2M -62.0% $22.47 +8.8%
Page 11 of 55  ·  1,091 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%