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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 13 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VIRT VIRTU FINL INC Financial Services 347,186.0 $15.3M 0.06% NEW $43.98 +14.4%
242 VIKING HOLDINGS LTD 205,193.0 $15.1M 0.05% -53K -20.7% $73.48
243 ROK ROCKWELL AUTOMATION INC Industrials 41,390.0 $14.9M 0.05% +7K +21.5% $358.88 +27.5%
244 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 66,285.0 $14.7M 0.05% +45K +215.0% $222.07 +80.4%
245 LSCC LATTICE SEMICONDUCTOR CORP Technology 158,140.0 $14.7M 0.05% +158K +10000.0% $92.76 +59.6%
246 WPC WP CAREY INC Real Estate 214,754.0 $14.6M 0.05% NEW $67.96 +9.6%
247 ALL ALLSTATE CORP Financial Services 69,513.0 $14.4M 0.05% $207.34 +1.4%
248 GDDY GODADDY INC Technology 173,436.0 $14.3M 0.05% +108K +163.2% $82.67 +6.0%
249 DTE DTE ENERGY CO Utilities 97,555.0 $14.3M 0.05% +90K +1141.5% $146.22 -0.7%
250 AMD PUT ADVANCED MICRO DEVICES INC Technology 70,000.0 $14.2M 0.05% +4K +6.1% $203.43 +144.5%
251 SNPS SYNOPSYS INC Technology 35,854.0 $14.2M 0.05% -18K -33.3% $396.48 +32.8%
252 CTRA COTERRA ENERGY INC Energy 403,862.0 $14.2M 0.05% NEW $35.14 -7.3%
253 ITW ILLINOIS TOOL WKS INC Industrials 54,312.0 $14.1M 0.05% -12K -17.5% $260.29 -3.3%
254 TU TELUS CORPORATION Communication Services 1,095,639.0 $14.1M 0.05% -33K -3.0% $12.83 -3.0%
255 NVDA CALL NVIDIA CORPORATION Technology 80,000.0 $14.0M 0.05% -323K -80.2% $174.40 +22.1%
256 LBRT LIBERTY ENERGY INC Energy 472,600.0 $13.6M 0.05% NEW $28.80 +6.0%
257 GWW WW GRAINGER INC Industrials 12,474.0 $13.6M 0.05% +3K +33.0% $1090.81 +14.0%
258 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 376,000.0 $13.6M 0.05% $36.12 +7.4%
259 BXP BXP INC Real Estate 259,259.0 $13.5M 0.05% NEW $51.90 +17.2%
260 FIX COMFORT SYS USA INC Industrials 9,754.0 $13.5M 0.05% +2K +20.3% $1378.99 +37.3%
Page 13 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%