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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 38 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 LNG CHENIERE ENERGY INC Energy 2,627.0 $745K 0.00% -66K -96.2% $283.76 -17.9%
742 ZM ZOOM COMMUNICATIONS INC Technology 9,230.0 $742K 0.00% +3K +42.9% $80.39 +24.7%
743 BEN FRANKLIN RESOURCES INC Financial Services 31,190.0 $737K 0.00% -43K -58.1% $23.62 +33.9%
744 CNM CORE & MAIN INC Industrials 14,826.0 $732K 0.00% NEW $49.40 +0.1%
745 WULF TERAWULF INC Financial Services 50,000.0 $722K 0.00% NEW $14.43 +77.8%
746 IMMR IMMERSION CORP Technology 132,000.0 $721K 0.00% $5.46 +19.7%
747 CPB THE CAMPBELLS COMPANY Consumer Defensive 32,297.0 $719K 0.00% -13K -29.1% $22.27 -7.6%
748 ARLO ARLO TECHNOLOGIES INC Industrials 50,000.0 $712K 0.00% $14.23 -5.8%
749 PII POLARIS INC Consumer Cyclical 13,000.0 $708K 0.00% -134K -91.2% $54.50 +27.9%
750 GDXJ VANECK ETF TRUST 5,863.0 $704K 0.00% +1K +22.4% $120.04 -5.8%
751 RCAT RED CAT HLDGS INC Technology 53,632.0 $702K 0.00% NEW $13.09 -20.1%
752 IMO IMPERIAL OIL LTD Energy 5,346.0 $699K 0.00% -1K -20.3% $130.82 -4.0%
753 PI IMPINJ INC Technology 6,800.0 $698K 0.00% NEW $102.70 +52.3%
754 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,175.0 $697K 0.00% -19K -94.3% $592.98 -2.5%
755 LQD ISHARES TR 6,387.0 $696K 0.00% -8K -56.2% $108.99 -0.1%
756 EMB ISHARES TR 7,364.0 $692K 0.00% -7K -50.2% $93.93 +2.1%
757 WAL WESTERN ALLIANCE BANCORP Financial Services 9,645.0 $683K 0.00% +5K +101.4% $70.85 +11.2%
758 STT STATE STR CORP Financial Services 5,391.0 $682K 0.00% -118K -95.6% $126.56 +24.3%
759 AUR AURORA INNOVATION INC Technology 165,145.0 $680K 0.00% NEW $4.12 +68.8%
760 CLNE CLEAN ENERGY FUELS CORP Energy 273,000.0 $677K 0.00% $2.48 -16.7%
Page 38 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%