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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 47 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 NOA NORTH AMERN CONSTR GROUP LTD Energy 12,680.0 $168K 0.00% +4K +42.3% $13.28 +11.5%
922 GREK GLOBAL X FDS 2,651.0 $167K 0.00% -781.0 -22.8% $63.10 +11.8%
923 EVH EVOLENT HEALTH INC Healthcare 73,100.0 $167K 0.00% $2.28 +73.2%
924 FLS FLOWSERVE CORP Industrials 2,198.0 $162K 0.00% NEW $73.51 -5.3%
925 FTAI AVIATION LTD 642.0 $157K 0.00% NEW $245.00
926 EFC ELLINGTON FINANCIAL INC Real Estate 13,000.0 $154K 0.00% -50K -79.4% $11.85 +13.8%
927 OTEX OPEN TEXT CORP Technology 6,900.0 $153K 0.00% -776.0 -10.1% $22.24 +5.5%
928 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 6,380.0 $149K 0.00% -800K -99.2% $23.39 -0.9%
929 MITK MITEK SYS INC Technology 11,027.0 $149K 0.00% -178K -94.2% $13.50 +18.7%
930 TERN TERNS PHARMACEUTICALS INC Healthcare 2,800.0 $148K 0.00% NEW $52.72 +0.4%
931 AMR ALPHA METALLURGICAL RESOUR I Energy 719.0 $148K 0.00% NEW $205.27 -14.6%
932 DHI D R HORTON INC Consumer Cyclical 1,031.0 $141K 0.00% -13K -92.7% $137.22 +4.7%
933 NTES NETEASE COM INC Technology 1,222.0 $137K -638.0 -34.3% $111.94 +4.1%
934 KASPI KZ JSC 1,838.0 $134K $72.79
935 EWJ ISHARES INC 1,560.0 $132K NEW $84.44 +8.5%
936 TOST TOAST INC Technology 4,870.0 $129K -466K -99.0% $26.51 -12.6%
937 BROWN FORMAN CORP 4,610.0 $122K -40K -89.8% $26.44
938 VVV VALVOLINE INC Energy 3,569.0 $120K -114K -97.0% $33.68 -0.3%
939 QS QUANTUMSCAPE CORP Consumer Cyclical 17,515.0 $112K NEW $6.38 +28.5%
940 VOYG VOYAGER TECHNOLOGIES INC Industrials 4,961.0 $112K NEW $22.48 +98.6%
Page 47 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%