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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 26 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CHRW C H ROBINSON WORLDWIDE IN Industrials 20,066.0 $3.3M 0.01% NEW $166.07 +6.3%
502 CLX CLOROX CO DEL Consumer Defensive 32,146.0 $3.3M 0.01% +14K +72.9% $103.63 -6.3%
503 PETROLEO BRASILEIRO S A 175,750.0 $3.3M 0.01% -165K -48.5% $18.75
504 DCI DONALDSON INC Industrials 38,454.0 $3.3M 0.01% +38K +10000.0% $84.87 -1.4%
505 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 5,000.0 $3.3M 0.01% NEW $650.34 +15.4%
506 TPL TEXAS PACIFIC LAND CORPORATI Energy 6,656.0 $3.2M 0.01% NEW $474.56 -14.4%
507 NXST NEXSTAR MEDIA GROUP INC Communication Services 17,324.0 $3.1M 0.01% NEW $180.83 +2.4%
508 LH LABCORP HOLDINGS INC Healthcare 11,584.0 $3.1M 0.01% +5K +78.7% $266.81 -3.2%
509 SPSC SPS COMM INC Technology 55,100.0 $3.1M 0.01% NEW $55.67 -4.8%
510 AGNC AGNC INVT CORP Real Estate 305,610.0 $3.1M 0.01% +226K +282.7% $10.03 +4.8%
511 WWD WOODWARD INC Industrials 8,534.0 $3.1M 0.01% +6K +244.9% $357.92 +0.9%
512 KR KROGER CO Consumer Defensive 41,753.0 $3.0M 0.01% -24K -36.3% $72.36 -10.6%
513 CM CANADIAN IMPERIAL BANK OF CO Financial Services 31,718.0 $3.0M 0.01% -34K -51.9% $94.75 +21.8%
514 ATR APTARGROUP INC Healthcare 23,836.0 $3.0M 0.01% +9K +61.4% $126.02 -8.5%
515 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 22,433.0 $3.0M 0.01% NEW $133.11 -14.5%
516 SLAB SILICON LABORATORIES INC Technology 14,300.0 $3.0M 0.01% +10K +248.8% $208.15 +4.8%
517 WTRG ESSENTIAL UTILS INC Utilities 73,836.0 $3.0M 0.01% -83K -53.0% $40.27 -7.7%
518 BN BROOKFIELD CORP Financial Services 72,845.0 $2.9M 0.01% -3K -3.8% $40.47 +13.7%
519 LVS LAS VEGAS SANDS CORP Consumer Cyclical 54,690.0 $2.9M 0.01% +26K +93.5% $53.88 -5.2%
520 EXPE EXPEDIA GROUP INC Consumer Cyclical 12,738.0 $2.9M 0.01% -7K -36.6% $230.89 -1.9%
Page 26 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%