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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 31 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ALB ALBEMARLE CORP Basic Materials 9,452.0 $1.7M 0.01% -280K -96.7% $179.53 -0.9%
602 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 14,900.0 $1.7M 0.01% +4K +39.2% $111.06 +10.6%
603 GTM ZOOMINFO TECHNOLOGIES INC Technology 275,883.0 $1.6M 0.01% NEW $5.98 -45.7%
604 OWL BLUE OWL CAPITAL INC Financial Services 179,987.0 $1.6M 0.01% NEW $9.13 +10.8%
605 ZION ZIONS BANCORPORATION NATL AS Financial Services 28,380.0 $1.6M 0.01% NEW $57.62 +7.8%
606 XLK SELECT SECTOR SPDR TR 12,271.0 $1.6M 0.01% +12K +1958.9% $132.90 +38.5%
607 VMI VALMONT INDS INC Industrials 4,074.0 $1.6M 0.01% -2K -28.0% $399.57 +30.6%
608 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 34,824.0 $1.6M 0.01% +28K +447.9% $46.42 +6.7%
609 EEFT EURONET WORLDWIDE INC Technology 24,306.0 $1.6M 0.01% NEW $66.37 +4.5%
610 TREX TREX INC Industrials 44,201.0 $1.6M 0.01% -45K -50.3% $36.42 +13.1%
611 COGT COGENT BIOSCIENCES INC Healthcare 41,536.0 $1.6M 0.01% NEW $38.49 -11.1%
612 KGC KINROSS GOLD CORP Basic Materials 52,356.0 $1.6M 0.01% +32K +151.2% $30.52 -5.7%
613 DAL DELTA AIR LINES INC Industrials 23,926.0 $1.6M 0.01% -161K -87.0% $66.48 +22.7%
614 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 22,518.0 $1.6M 0.01% NEW $70.51 -19.1%
615 ZS ZSCALER INC Technology 11,289.0 $1.6M 0.01% NEW $140.29 -9.8%
616 EWM ISHARES INC 56,131.0 $1.6M 0.01% +439.0 +0.8% $28.08 +3.5%
617 KSA ISHARES TR 39,620.0 $1.6M 0.01% +311.0 +0.8% $39.75 -2.5%
618 GFI GOLD FIELDS LTD Basic Materials 34,681.0 $1.6M 0.01% NEW $45.40 -12.7%
619 FEDERATED HERMES INC 27,400.0 $1.6M 0.01% NEW $56.71
620 OKE ONEOK INC NEW Energy 17,183.0 $1.6M 0.01% NEW $90.39 -1.8%
Page 31 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%