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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 25 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PBA PEMBINA PIPELINE CORP Energy 84,388.0 $3.8M 0.01% +9K +12.2% $44.76 +6.3%
482 UNIT UNITI GROUP LLC Real Estate 399,037.0 $3.7M 0.01% -122K -23.4% $9.38 +22.3%
483 ESS ESSEX PPTY TR INC Real Estate 15,326.0 $3.7M 0.01% NEW $242.00 +14.4%
484 A AGILENT TECHNOLOGIES INC Healthcare 32,477.0 $3.7M 0.01% -104K -76.1% $113.98 +1.6%
485 SNAP SNAP INC Communication Services 798,707.0 $3.7M 0.01% +708K +779.9% $4.60 +27.6%
486 ASML ASML HLDG NV Technology 2,779.0 $3.7M 0.01% +2K +131.4% $1320.83 +21.0%
487 PEGA PEGASYSTEMS INC Technology 85,731.0 $3.6M 0.01% NEW $42.56 -20.7%
488 PEB PEBBLEBROOK HOTEL TR Real Estate 288,300.0 $3.6M 0.01% -131K -31.3% $12.63 +22.6%
489 KBR KBR INC Industrials 98,108.0 $3.6M 0.01% -313K -76.1% $36.86 -10.4%
490 ARW ARROW ELECTRS INC Technology 24,981.0 $3.6M 0.01% +4K +18.8% $143.41 +51.7%
491 DG DOLLAR GEN CORP Consumer Defensive 29,911.0 $3.6M 0.01% NEW $118.73 -12.1%
492 BMO BANK MONTREAL MEDIUM Financial Services 25,724.0 $3.5M 0.01% -14K -35.9% $135.34 +20.5%
493 CODI COMPASS DIVERSIFIED Industrials 440,900.0 $3.5M 0.01% +141K +47.1% $7.86 +47.1%
494 TSN TYSON FOODS INC Consumer Defensive 54,024.0 $3.5M 0.01% -78K -59.0% $64.07 +3.0%
495 MAA MID-AMER APT CMNTYS INC Real Estate 28,259.0 $3.5M 0.01% -22K -44.0% $122.12 +6.9%
496 FCX FREEPORT MCMORAN INC Basic Materials 57,987.0 $3.4M 0.01% -2.5M -97.8% $58.78 +8.2%
497 SAIA SAIA INC Industrials 9,679.0 $3.4M 0.01% NEW $351.28 +34.9%
498 AVB AVALONBAY CMNTYS INC Real Estate 20,761.0 $3.4M 0.01% NEW $163.35 +14.0%
499 LMND LEMONADE INC Financial Services 53,750.0 $3.4M 0.01% NEW $62.68 -9.7%
500 PTEN PATTERSON-UTI ENERGY INC Energy 309,600.0 $3.4M 0.01% NEW $10.83 +6.0%
Page 25 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%