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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 14 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GL GLOBE LIFE INC Financial Services 96,399.0 $13.4M 0.05% -92K -48.8% $139.17 +12.6%
262 ROP ROPER TECHNOLOGIES INC Industrials 37,721.0 $13.3M 0.05% -55K -59.5% $353.86 -9.5%
263 AME AMETEK INC Industrials 62,048.0 $13.3M 0.05% +15K +32.3% $214.36 +7.0%
264 ITT ITT INC Industrials 69,675.0 $13.3M 0.05% +46K +192.6% $190.53 +5.5%
265 NDAQ NASDAQ INC Financial Services 152,112.0 $12.9M 0.05% -5K -3.0% $84.89 +7.1%
266 GLW CORNING INC Technology 93,706.0 $12.7M 0.05% -88K -48.5% $135.97 +44.3%
267 MMM 3M CO Industrials 87,484.0 $12.7M 0.04% +596.0 +0.7% $145.23 +6.1%
268 VRT VERTIV HOLDINGS CO Industrials 50,638.0 $12.7M 0.04% +42K +480.2% $250.58 +29.3%
269 NTRS NORTHERN TR CORP Financial Services 90,413.0 $12.6M 0.04% -4K -4.7% $139.57 +21.8%
270 FORTINET INC 154,027.0 $12.6M 0.04% -123K -44.4% $81.72
271 BCE BCE INC Communication Services 494,754.0 $12.5M 0.04% +63K +14.7% $25.24 -1.7%
272 BNS BANK NOVA SCOTIA B C Financial Services 179,401.0 $12.4M 0.04% -15K -7.9% $69.31 +16.0%
273 TEAM ATLASSIAN CORPORATION Technology 181,640.0 $12.4M 0.04% -74K -28.8% $68.25 +24.4%
274 DD DUPONT DE NEMOURS INC Basic Materials 264,701.0 $12.1M 0.04% +90K +51.8% $45.80 +8.0%
275 LITE LUMENTUM HLDGS INC Technology 16,863.0 $11.9M 0.04% NEW $702.76 +29.6%
276 RITM RITHM CAPITAL CORP Real Estate 1,239,559.0 $11.8M 0.04% -49K -3.8% $9.48 -2.2%
277 BRX BRIXMOR PPTY GROUP INC Real Estate 406,981.0 $11.7M 0.04% -280K -40.8% $28.80 +8.2%
278 SHW SHERWIN WILLIAMS CO Basic Materials 36,461.0 $11.7M 0.04% NEW $320.55 -2.9%
279 MGA MAGNA INTL INC Consumer Cyclical 208,194.0 $11.6M 0.04% -15K -6.8% $55.81 +16.8%
280 W WAYFAIR INC Consumer Cyclical 154,392.0 $11.6M 0.04% NEW $75.21 -10.8%
Page 14 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%