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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 42 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TPH TRI POINTE HOMES INC Consumer Cyclical 10,009.0 $468K 0.00% -20K -66.2% $46.73 +0.5%
822 HNI HNI CORP Industrials 14,000.0 $467K 0.00% NEW $33.39 -8.1%
823 RVMD REVOLUTION MEDICINES INC Healthcare 4,745.0 $461K 0.00% -8K -61.9% $97.25 +55.8%
824 ROL ROLLINS INC Consumer Cyclical 8,624.0 $461K 0.00% -63K -88.0% $53.41 +0.1%
825 MDA MDA SPACE LTD Technology 18,724.0 $453K 0.00% NEW $24.20 +78.1%
826 KRYS KRYSTAL BIOTECH INC Healthcare 1,736.0 $448K 0.00% -1K -40.5% $258.32 +15.9%
827 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 11,913.0 $446K 0.00% NEW $37.45 -1.3%
828 DVA DAVITA INC Healthcare 2,898.0 $445K 0.00% -102K -97.2% $153.69 +29.2%
829 SLF SUN LIFE FINANCIAL INC. Financial Services 7,097.0 $444K 0.00% -1K -15.5% $62.56 +16.8%
830 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 20,000.0 $443K 0.00% $22.16 +88.3%
831 XPEV XPENG INC Consumer Cyclical 25,610.0 $438K 0.00% +18K +221.6% $17.11 -8.9%
832 ALV AUTOLIV INC Consumer Cyclical 4,125.0 $434K 0.00% NEW $105.16 +16.7%
833 IVZ INVESCO LTD Financial Services 17,840.0 $433K 0.00% +1K +8.7% $24.29 +11.4%
834 TCOM TRIP COM GROUP LTD Consumer Cyclical 8,690.0 $433K 0.00% NEW $49.79 -6.9%
835 PSTG EVERPURE INC Technology 7,327.0 $433K 0.00% -10K -57.6% $59.04 +47.7%
836 CERT CERTARA INC Healthcare 75,272.0 $429K 0.00% $5.70 -8.1%
837 RPM RPM INTL INC Basic Materials 4,309.0 $428K 0.00% -66K -93.9% $99.40 +1.5%
838 AOS SMITH A O CORP Industrials 6,477.0 $427K 0.00% -41K -86.4% $65.94 -13.1%
839 QXO QXO INC Industrials 21,795.0 $423K 0.00% +21K +3449.7% $19.42 -14.2%
840 ALGN ALIGN TECHNOLOGY INC Healthcare 2,465.0 $423K 0.00% -14K -85.4% $171.43 -4.6%
Page 42 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%