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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 30 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 OXY OCCIDENTAL PETE CORP Energy 29,571.0 $1.9M 0.01% -288K -90.7% $65.00 -11.6%
582 RUN SUNRUN INC Energy 139,727.0 $1.9M 0.01% +139K +10000.0% $13.56 +11.0%
583 U UNITY SOFTWARE INC Technology 85,500.0 $1.9M 0.01% +84K +8209.0% $21.94 +24.9%
584 TRMB TRIMBLE INC Technology 28,314.0 $1.8M 0.01% +8K +38.5% $65.23 -15.9%
585 DTM DT MIDSTREAM INC Energy 13,693.0 $1.8M 0.01% -24K -63.8% $134.67 +9.1%
586 EPU ISHARES TR 23,450.0 $1.8M 0.01% -570.0 -2.4% $78.53 +8.0%
587 VTRS VIATRIS INC Healthcare 134,531.0 $1.8M 0.01% NEW $13.51 +20.5%
588 EMERA INC 35,010.0 $1.8M 0.01% +2K +7.3% $51.87
589 OMC OMNICOM GROUP INC Communication Services 23,973.0 $1.8M 0.01% -282K -92.2% $75.31 -0.6%
590 CME CME GROUP INC Financial Services 6,068.0 $1.8M 0.01% -112K -94.9% $295.35 -5.5%
591 ERIE ERIE INDTY CO Financial Services 7,097.0 $1.8M 0.01% +490.0 +7.4% $251.31 -11.8%
592 RRX REGAL REXNORD CORPORATION Industrials 9,466.0 $1.8M 0.01% NEW $187.26 +9.9%
593 HAL HALLIBURTON CO Energy 45,427.0 $1.8M 0.01% -26K -36.4% $38.99 +2.3%
594 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 19,100.0 $1.8M 0.01% NEW $92.27 +25.1%
595 IEX IDEX CORP Industrials 9,279.0 $1.8M 0.01% -9K -49.3% $189.55 +11.6%
596 HTGC HERCULES CAPITAL INC Financial Services 118,634.0 $1.8M 0.01% $14.77 +5.9%
597 ENTG ENTEGRIS INC Technology 14,945.0 $1.8M 0.01% -116K -88.6% $117.24 +18.6%
598 ARCC ARES CAPITAL CORP Financial Services 96,920.0 $1.7M 0.01% +48K +100.2% $18.02 +5.0%
599 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 81,754.0 $1.7M 0.01% NEW $20.95 +11.8%
600 CCJ CAMECO CORP Energy 15,663.0 $1.7M 0.01% +5K +41.7% $108.61 -0.3%
Page 30 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%