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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 34 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PSMT PRICESMART INC Consumer Defensive 8,130.0 $1.2M 0.00% +7K +866.7% $150.50 +12.1%
662 KNOP KNOT OFFSHORE PARTNERS LP Industrials 121,200.0 $1.2M 0.00% -30K -19.8% $10.08 +10.6%
663 ORC ORCHID IS CAP INC Real Estate 173,100.0 $1.2M 0.00% NEW $7.03 -2.0%
664 TFC TRUIST FINL CORP Financial Services 26,415.0 $1.2M 0.00% -282K -91.4% $45.97 +5.6%
665 CANADIAN PACIFIC KANSAS CITY 15,384.0 $1.2M 0.00% +1K +9.2% $78.66
666 CVGW CALAVO GROWERS INC Consumer Defensive 46,918.0 $1.2M 0.00% NEW $25.79 +3.7%
667 TYL TYLER TECHNOLOGIES INC Technology 3,508.0 $1.2M 0.00% -5K -56.7% $342.38 -12.2%
668 DDS DILLARDS INC Consumer Cyclical 2,083.0 $1.2M 0.00% NEW $572.11 +4.7%
669 AA ALCOA CORP Basic Materials 17,839.0 $1.2M 0.00% -43K -70.8% $66.33 +9.5%
670 SLV ISHARES SILVER TR Financial Services 17,357.0 $1.2M 0.00% -51K -74.5% $68.14 -0.9%
671 SAP SAP SE Technology 6,867.0 $1.2M 0.00% +3K +96.8% $169.54 +2.4%
672 EPD ENTERPRISE PRODS PARTNERS L Energy 30,572.0 $1.2M 0.00% $37.84 +0.9%
673 HXL HEXCEL CORP NEW Industrials 14,260.0 $1.2M 0.00% NEW $80.93 +9.2%
674 MCHP MICROCHIP TECHNOLOGY INC. Technology 17,531.0 $1.1M 0.00% -605K -97.2% $64.61 +48.9%
675 KOLIBRI GLOBAL ENERGY INC 200,000.0 $1.1M 0.00% +100K +100.0% $5.65
676 PAA PLAINS ALL AMERN PIPELINE L Energy 50,000.0 $1.1M 0.00% NEW $22.33 +4.4%
677 FANG DIAMONDBACK ENERGY INC Energy 5,625.0 $1.1M 0.00% -136.0 -2.4% $197.79 -1.8%
678 CNQ CANADIAN NAT RES LTD MED TER Energy 22,546.0 $1.1M 0.00% +5K +27.7% $48.73 -5.2%
679 TEM TEMPUS AI INC Healthcare 23,925.0 $1.1M 0.00% +16K +206.1% $45.22 +2.7%
680 DOCU DOCUSIGN INC Technology 22,762.0 $1.1M 0.00% +17K +326.5% $47.41 +2.5%
Page 34 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%