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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 49 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 MWA MUELLER WTR PRODS INC Industrials 2,641.0 $73K $27.49 -7.9%
962 KMX CARMAX INC Consumer Cyclical 1,729.0 $72K NEW $41.58 -3.0%
963 EXP EAGLE MATLS INC Basic Materials 364.0 $69K -24K -98.5% $189.45 +5.3%
964 PRA PROASSURANCE CORP Financial Services 2,777.0 $69K $24.72 -0.4%
965 GO GROCERY OUTLET HLDG CORP Consumer Defensive 9,545.0 $67K -38K -79.8% $7.05 +13.8%
966 CHDN CHURCHILL DOWNS INC Consumer Cyclical 747.0 $67K +606.0 +429.8% $89.83 -5.2%
967 MCY MERCURY GENL CORP NEW Financial Services 750.0 $66K -23K -96.8% $88.15 +14.6%
968 CRBG COREBRIDGE FINL INC Financial Services 2,765.0 $66K -1.5M -99.8% $23.86 +16.3%
969 BBIO BRIDGEBIO PHARMA INC Healthcare 879.0 $65K NEW $74.26 -6.9%
970 FLR FLUOR CORP Industrials 1,350.0 $63K -583.0 -30.2% $46.65 -3.8%
971 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 101.0 $62K -180.0 -64.1% $616.76 +8.7%
972 PALL ABRDN PALLADIUM ETF TRUST Financial Services 455.0 $60K -545.0 -54.5% $132.11 -81.4%
973 CBSH COMMERCE BANCSHARES INC Financial Services 1,201.0 $59K NEW $49.20 +6.4%
974 RDW REDWIRE CORPORATION Industrials 7,322.0 $59K $8.03 +117.7%
975 BP BP PLC Energy 1,225.0 $58K $47.00 -5.6%
976 ITRI ITRON INC Technology 638.0 $57K $89.63 -7.4%
977 ARKK ARK ETF TR 836.0 $57K -1K -60.8% $67.59 +13.0%
978 XSW SPDR SERIES TRUST 390.0 $55K NEW $140.53 +17.4%
979 ATEN A10 NETWORKS INC Technology 2,260.0 $52K $23.12 +26.1%
980 URA GLOBAL X FDS 1,076.0 $52K +100.0 +10.2% $48.43 +1.1%
Page 49 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%