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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 19 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MILLROSE PPTYS INC 256,177.0 $7.2M 0.03% $28.00
362 JBHT HUNT J B TRANS SVCS INC Industrials 33,508.0 $7.1M 0.03% +17K +97.5% $211.90 +27.6%
363 AEIS ADVANCED ENERGY INDS Industrials 22,000.0 $7.1M 0.03% NEW $322.71 +2.0%
364 ES EVERSOURCE ENERGY Utilities 102,362.0 $7.1M 0.03% +61K +146.8% $69.28 +0.5%
365 BMNR PUT BITMINE IMMERSION TECNOLOGIE Financial Services 357,700.0 $7.1M 0.03% NEW $19.78 -5.0%
366 CPNG COUPANG INC Consumer Cyclical 367,821.0 $6.9M 0.03% -576K -61.0% $18.88 -12.3%
367 SYY SYSCO CORP Consumer Defensive 97,324.0 $6.9M 0.03% -69K -41.6% $71.33 +5.6%
368 QRVO QORVO INC Technology 89,599.0 $6.9M 0.03% +77K +619.0% $77.40 +33.2%
369 WDAY WORKDAY INC Technology 53,121.0 $6.9M 0.03% -38K -41.4% $129.92 -4.4%
370 FITB FIFTH THIRD BANCORP Financial Services 147,872.0 $6.9M 0.03% -136K -47.9% $46.46 +7.4%
371 MRVL MARVELL TECHNOLOGY INC Technology 69,011.0 $6.8M 0.02% -350K -83.5% $99.05 +102.6%
372 DOV DOVER CORP Industrials 32,762.0 $6.8M 0.02% +25K +312.9% $208.45 +2.5%
373 GPN GLOBAL PMTS INC Industrials 100,318.0 $6.8M 0.02% +71K +244.0% $67.30 +9.2%
374 MCD MCDONALDS CORP Consumer Cyclical 21,455.0 $6.7M 0.02% -70K -76.6% $310.79 -9.6%
375 AVY AVERY DENNISON CORP Industrials 38,393.0 $6.6M 0.02% +8K +25.5% $172.68 -7.4%
376 KDP KEURIG DR PEPPER INC Consumer Defensive 250,774.0 $6.6M 0.02% -1.0M -80.0% $26.33 +15.4%
377 WBD WARNER BROS DISCOVERY INC Communication Services 239,303.0 $6.6M 0.02% -431K -64.3% $27.46 -1.0%
378 TD TORONTO DOMINION BK ONT Financial Services 70,361.0 $6.6M 0.02% -18K -20.2% $93.31 +20.1%
379 TXT TEXTRON INC Industrials 74,673.0 $6.5M 0.02% +70K +1484.1% $87.56 +5.5%
380 SYF SYNCHRONY FINANCIAL Financial Services 95,964.0 $6.5M 0.02% -139K -59.2% $68.02 +6.0%
Page 19 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%