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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 43 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,009.0 $420K 0.00% -4K -67.8% $209.08 +20.7%
842 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 23,500.0 $414K 0.00% NEW $17.62 +5.0%
843 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 13,589.0 $409K 0.00% +177.0 +1.3% $30.12 +14.9%
844 PAAS PAN AMERN SILVER CORP Basic Materials 7,470.0 $408K 0.00% -443.0 -5.6% $54.63 +1.3%
845 EVEREST GROUP LTD 1,231.0 $402K 0.00% -9K -88.0% $326.85
846 IQVIA HLDGS INC 2,345.0 $400K 0.00% -3K -58.2% $170.54
847 NAIL DIREXION SHARES ETF TRUST 10,994.0 $399K 0.00% +5K +79.4% $36.29 +3.1%
848 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 8,300.0 $391K 0.00% +4K +112.8% $47.14 -17.9%
849 OC OWENS CORNING NEW Industrials 3,565.0 $386K 0.00% +2K +113.9% $108.22 +10.9%
850 VISN VISTANCE NETWORKS INC Technology 20,779.0 $378K 0.00% -974.0 -4.5% $18.20 -30.4%
851 FTS FORTIS INC Utilities 6,731.0 $376K 0.00% -20K -74.6% $55.79 +1.5%
852 TFIN TRIUMPH FINANCIAL INC Financial Services 6,250.0 $373K 0.00% NEW $59.66 +16.3%
853 TNA DIREXION SHARES ETF TRUST 8,735.0 $367K 0.00% NEW $42.01 +64.0%
854 CVE CENOVUS ENERGY INC Energy 13,803.0 $366K 0.00% +2K +15.2% $26.53 +9.0%
855 IT GARTNER INC Technology 2,312.0 $366K 0.00% -35K -93.8% $158.34 -0.3%
856 CABO CABLE ONE INC Communication Services 4,000.0 $365K 0.00% $91.21 -42.9%
857 BAX BAXTER INTL INC Healthcare 21,490.0 $361K 0.00% -620K -96.7% $16.80 +15.4%
858 AHCO ADAPTHEALTH CORP Healthcare 30,300.0 $361K 0.00% -260K -89.5% $11.90 -12.9%
859 PHR PHREESIA INC Healthcare 43,000.0 $360K 0.00% NEW $8.38 +6.8%
860 DIA STATE STR SPDR DOW JONES IND Financial Services 777.0 $360K 0.00% -9K -91.9% $463.19 +9.1%
Page 43 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%