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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 44 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ROIV ROIVANT SCIENCES LTD Healthcare 12,800.0 $355K 0.00% NEW $27.70 +8.2%
862 RES RPC INC Energy 50,000.0 $354K 0.00% $7.08 -0.3%
863 VITL VITAL FARMS INC Consumer Defensive 25,000.0 $353K 0.00% NEW $14.12 -28.3%
864 USO UNITED STS OIL FD LP Financial Services 2,765.0 $352K 0.00% -600.0 -17.8% $127.25 +10.7%
865 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,647.0 $349K 0.00% -1K -32.2% $131.74 +18.9%
866 ENVA ENOVA INTL INC Financial Services 2,502.0 $340K 0.00% -78.0 -3.0% $135.83 +16.0%
867 REGCO REGENCY CTRS CORP Real Estate 4,426.0 $335K 0.00% -14K -76.4% $75.66 -70.4%
868 SMTC SEMTECH CORP Technology 4,350.0 $334K 0.00% NEW $76.89 +103.9%
869 BE BLOOM ENERGY CORP Industrials 2,443.0 $331K 0.00% NEW $135.49 +123.3%
870 ASST STRIVE INC Communication Services 32,818.0 $329K 0.00% NEW $10.02 +81.7%
871 EH EHANG HLDGS LTD Industrials 33,763.0 $328K 0.00% NEW $9.71 +0.7%
872 AYI ACUITY INC Industrials 1,151.0 $323K 0.00% NEW $280.22 +2.6%
873 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,513.0 $321K 0.00% NEW $71.18 -9.8%
874 BANR BANNER CORP Financial Services 5,200.0 $316K 0.00% $60.68 +6.5%
875 ITA ISHARES TR 1,461.0 $314K 0.00% $215.12 +4.8%
876 HR HEALTHCARE RLTY TR Real Estate 18,259.0 $310K 0.00% NEW $16.99 +19.8%
877 ROKU ROKU INC Communication Services 3,264.0 $309K 0.00% -46K -93.3% $94.62 +32.7%
878 CSGP COSTAR GROUP INC Real Estate 7,637.0 $308K 0.00% -13K -62.8% $40.34 -15.8%
879 ONDS ONDAS INC Technology 33,979.0 $307K 0.00% NEW $9.04 +0.2%
880 POOL POOL CORP Industrials 1,515.0 $307K 0.00% -19K -92.7% $202.33 -8.7%
Page 44 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%