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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 46 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 APPS DIGITAL TURBINE INC Technology 79,300.0 $228K 0.00% $2.88 +58.0%
902 VC VISTEON CORP Consumer Cyclical 2,500.0 $228K 0.00% -8K -75.0% $91.11 +24.5%
903 INDA ISHARES TR 4,920.0 $226K 0.00% -565.0 -10.3% $45.96 +5.3%
904 STGW STAGWELL INC Communication Services 35,800.0 $225K 0.00% $6.29 +3.5%
905 LUNR INTUITIVE MACHINES INC Industrials 11,394.0 $211K 0.00% -4K -27.6% $18.56 +106.1%
906 ILMN ILLUMINA INC Healthcare 1,668.0 $206K 0.00% NEW $123.26 +17.2%
907 MRCY MERCURY SYS INC Industrials 2,814.0 $205K 0.00% -197.0 -6.5% $72.91 +35.2%
908 SG SWEETGREEN INC Consumer Cyclical 38,800.0 $201K 0.00% $5.19 +88.4%
909 NTRA NATERA INC Healthcare 992.0 $198K 0.00% -3K -74.4% $199.99 +1.6%
910 CFG CITIZENS FINL GROUP INC Financial Services 3,266.0 $196K 0.00% -467K -99.3% $59.97 +4.9%
911 IXN ISHARES TR 1,985.0 $193K 0.00% NEW $97.35 +39.0%
912 SMR NUSCALE PWR CORP Utilities 17,634.0 $191K 0.00% +16K +1124.6% $10.84 +5.2%
913 MHO M/I HOMES INC Consumer Cyclical 1,555.0 $190K 0.00% -1K -44.1% $122.45 +6.0%
914 FLY FIREFLY AEROSPACE INC Industrials 7,071.0 $190K 0.00% NEW $26.86 +84.3%
915 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 3,298.0 $184K 0.00% -67.0 -2.0% $55.65 +4.5%
916 MYRG MYR GROUP INC Industrials 638.0 $180K 0.00% +217.0 +51.5% $282.32 +58.3%
917 STN STANTEC INC Industrials 2,100.0 $179K 0.00% -122.0 -5.5% $85.16 -10.1%
918 MOS MOSAIC CO Basic Materials 6,981.0 $178K 0.00% -49K -87.5% $25.50 -11.7%
919 OSIS OSI SYSTEMS INC Technology 649.0 $172K 0.00% +19.0 +3.0% $265.51 -16.3%
920 COWZ PACER FDS TR 2,750.0 $172K 0.00% NEW $62.56 +2.8%
Page 46 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%