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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 41 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 APEI AMERICAN PUB ED INC Consumer Defensive 9,400.0 $535K 0.00% NEW $56.88 -7.4%
802 PRCH PORCH GROUP INC Technology 74,100.0 $531K 0.00% +1K +1.4% $7.17 +42.4%
803 MGEE MGE ENERGY INC Utilities 6,800.0 $526K 0.00% $77.29 -1.7%
804 HYG ISHARES TR 6,484.0 $516K 0.00% +349.0 +5.7% $79.56 +0.8%
805 RIOT RIOT PLATFORMS INC Financial Services 41,603.0 $514K 0.00% +14K +49.7% $12.36 +111.0%
806 CARG CARGURUS INC Consumer Cyclical 15,000.0 $511K 0.00% $34.05 -18.4%
807 GCT GIGACLOUD TECHNOLOGY INC Technology 11,210.0 $509K 0.00% $45.38 -15.4%
808 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 18,400.0 $507K 0.00% -16K -46.7% $27.54 -13.4%
809 ORA ORMAT TECHNOLOGIES INC Utilities 4,500.0 $504K 0.00% NEW $111.92 +24.3%
810 MTG MGIC INVT CORP WIS Financial Services 19,087.0 $501K 0.00% NEW $26.25 -0.9%
811 BIDU BAIDU INC Communication Services 4,496.0 $501K 0.00% +2K +67.6% $111.42 +13.8%
812 OXM OXFORD INDS INC Consumer Cyclical 13,000.0 $501K 0.00% NEW $38.51 +17.1%
813 MGNI MAGNITE INC Communication Services 42,100.0 $500K 0.00% NEW $11.88 +11.9%
814 DXJ WISDOMTREE TR 3,147.0 $499K 0.00% NEW $158.58 +8.0%
815 SRPT SAREPTA THERAPEUTICS INC Healthcare 22,856.0 $497K 0.00% NEW $21.76 -23.4%
816 MRSH MARSH & MCLENNAN COS INC Financial Services 2,852.0 $495K 0.00% -18K -86.6% $173.45 -6.6%
817 TQQQ PROSHARES TR 12,350.0 $488K 0.00% NEW $39.50 +107.5%
818 PD PAGERDUTY INC Technology 78,500.0 $487K 0.00% NEW $6.21 +15.8%
819 SYM SYMBOTIC INC Industrials 9,086.0 $483K 0.00% +641.0 +7.6% $53.20 -0.6%
820 UNG UNITED STS NAT GAS FD LP Financial Services 40,750.0 $478K 0.00% NEW $11.73 -7.0%
Page 41 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%