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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 37 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 APP APPLOVIN CORP Technology 2,134.0 $849K 0.00% NEW $398.00 +29.2%
722 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,890.0 $840K 0.00% -53K -94.8% $290.49 -0.3%
723 ZUMZ ZUMIEZ INC Consumer Cyclical 37,600.0 $833K 0.00% $22.16 +8.1%
724 IRM IRON MTN INC DEL Real Estate 8,120.0 $829K 0.00% -5K -39.3% $102.14 +25.7%
725 HE HAWAIIAN ELEC INDS INC MTN B Utilities 55,800.0 $828K 0.00% NEW $14.84 -8.0%
726 DOW DOW HLDGS INC Basic Materials 19,630.0 $818K 0.00% -328K -94.3% $41.65 -15.3%
727 ARES ARES MANAGEMENT CORPORATION Financial Services 7,419.0 $809K 0.00% -14K -64.7% $109.10 +14.8%
728 WCC WESCO INTL INC Industrials 2,947.0 $806K 0.00% +3K +1380.9% $273.62 +32.9%
729 THC TENET HEALTHCARE CORP Healthcare 4,250.0 $802K 0.00% -27K -86.3% $188.71 -6.5%
730 PSKY PARAMOUNT SKYDANCE CORP Communication Services 88,149.0 $795K 0.00% -27K -23.6% $9.02 +15.0%
731 AXS AXIS CAP HLDGS LTD Financial Services 7,778.0 $789K 0.00% NEW $101.41 -2.4%
732 SON SONOCO PRODS CO Consumer Cyclical 14,548.0 $787K 0.00% NEW $54.09 -8.1%
733 WTM WHITE MTNS INS GROUP LTD Financial Services 356.0 $782K 0.00% NEW $2196.96 -2.3%
734 GIB CGI INC Technology 10,636.0 $777K 0.00% -48K -82.0% $73.10 -8.4%
735 HUBB HUBBELL INC Industrials 1,581.0 $776K 0.00% -10K -86.4% $490.74 -2.6%
736 UGI UGI CORP NEW Utilities 21,173.0 $771K 0.00% +216.0 +1.0% $36.42 -1.5%
737 PCRX PACIRA BIOSCIENCES INC Healthcare 34,000.0 $768K 0.00% $22.60 +7.8%
738 HLF HERBALIFE LTD Consumer Defensive 51,700.0 $761K 0.00% NEW $14.72 -17.7%
739 L LOEWS CORP Financial Services 7,036.0 $751K 0.00% -43K -85.9% $106.74 +2.2%
740 THE BALDWIN INSURANCE GRP IN 34,000.0 $746K 0.00% $21.94
Page 37 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%