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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 48 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 PNW PINNACLE WEST CAP CORP Utilities 1,094.0 $110K NEW $100.75 +2.2%
942 IYM ISHARES TR 615.0 $107K NEW $174.40 +4.2%
943 EXEL EXELIXIS INC Healthcare 2,461.0 $106K -17K -87.4% $42.89 +16.9%
944 TNDM TANDEM DIABETES CARE INC Healthcare 5,500.0 $105K NEW $19.17 -21.9%
945 INSP INSPIRE MED SYS INC Healthcare 2,033.0 $105K NEW $51.58 -15.0%
946 MGK VANGUARD WORLD FD 281.0 $101K -75.0 -21.1% $360.60 -75.3%
947 FSV FIRSTSERVICE CORP NEW Real Estate 723.0 $100K -337.0 -31.8% $138.94 -5.2%
948 GFL GFL ENVIRONMENTAL INC Industrials 2,376.0 $99K +294.0 +14.1% $41.72 -14.4%
949 DT DYNATRACE INC Technology 2,664.0 $99K -12K -82.4% $36.98 +11.4%
950 BOTZ GLOBAL X FDS 2,994.0 $97K +726.0 +32.0% $32.42 +24.3%
951 YOU CLEAR SECURE INC Technology 1,921.0 $93K -49K -96.2% $48.41 +26.2%
952 BHP BHP BILLITON LIMITED Basic Materials 1,274.0 $93K $72.74 +16.3%
953 TFII TRANSFORCE INC Industrials 767.0 $83K +100.0 +15.0% $108.63 +36.3%
954 VERX VERTEX INC Technology 7,000.0 $83K NEW $11.89 +13.0%
955 ETORO GROUP LTD 2,800.0 $82K NEW $29.18
956 HALO HALOZYME THERAPEUTICS INC Healthcare 1,216.0 $79K -466K -99.7% $64.63 +5.7%
957 BORR DRILLING LTD 13,320.0 $78K -27K -67.3% $5.87
958 CAE CAE INC Industrials 2,985.0 $78K +409.0 +15.9% $26.05 -11.1%
959 KHC KRAFT HEINZ CO Consumer Defensive 3,431.0 $77K -223K -98.5% $22.49 +5.8%
960 BDN BRANDYWINE RLTY TR Real Estate 27,500.0 $75K NEW $2.71 +10.7%
Page 48 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%