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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 45 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AMBA AMBARELLA INC Technology 5,923.0 $305K 0.00% NEW $51.47 +70.1%
882 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 8,778.0 $298K 0.00% NEW $33.95 +0.0%
883 TW TRADEWEB MKTS INC Financial Services 2,523.0 $297K 0.00% +1K +98.3% $117.66 -9.7%
884 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,768.0 $291K 0.00% -353K -98.1% $43.06 -1.2%
885 ACHR ARCHER AVIATION INC Industrials 54,858.0 $284K 0.00% +55K +10000.0% $5.17 +23.0%
886 RCI ROGERS COMMUNICATIONS INC Communication Services 7,251.0 $279K 0.00% -42K -85.2% $38.45 -4.8%
887 CRCT CRICUT INC Technology 73,700.0 $276K 0.00% NEW $3.74 +6.4%
888 DSGX DESCARTES SYS GROUP INC Technology 3,799.0 $272K 0.00% -843.0 -18.2% $71.56 -0.4%
889 EQH EQUITABLE HLDGS INC Financial Services 7,211.0 $268K 0.00% -48K -86.9% $37.11 +14.7%
890 S SENTINELONE INC Technology 20,491.0 $264K 0.00% +9K +71.9% $12.88 +45.3%
891 XRX XEROX HOLDINGS CORP Technology 200,000.0 $258K 0.00% $1.29 +93.8%
892 JOBY JOBY AVIATION INC Industrials 31,216.0 $258K 0.00% NEW $8.26 +32.2%
893 OIH VANECK ETF TRUST 632.0 $255K 0.00% -2K -72.2% $404.21 +9.8%
894 CAG CONAGRA BRANDS INC Consumer Defensive 15,996.0 $251K 0.00% -39K -71.1% $15.72 -13.7%
895 ETSY INC 4,983.0 $249K 0.00% NEW $49.98
896 REMX VANECK ETF TRUST 2,775.0 $244K 0.00% NEW $88.00 +10.0%
897 GOVT ISHARES TR 10,593.0 $243K 0.00% NEW $22.90 -1.1%
898 NI NISOURCE INC Utilities 5,188.0 $242K 0.00% NEW $46.66 +2.6%
899 LW LAMB WESTON HLDGS INC Consumer Defensive 5,684.0 $240K 0.00% -43K -88.4% $42.26 +3.5%
900 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 12,624.0 $232K 0.00% -13K -50.0% $18.38 -6.6%
Page 45 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%