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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 50 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CIBR FIRST TR EXCHANGE-TRADED FD 828.0 $51K +305.0 +58.3% $61.78 +36.4%
982 AXSM AXSOME THERAPEUTICS INC. Healthcare 301.0 $51K NEW $169.02 +39.6%
983 NKTR NEKTAR THERAPEUTICS Healthcare 685.0 $49K $71.95 -7.4%
984 SOUTH BOW CORP 1,468.0 $49K $33.48
985 TME TENCENT MUSIC ENTMT GROUP Communication Services 5,080.0 $47K NEW $9.28 -5.1%
986 DIEBOLD NIXDORF INC 600.0 $45K NEW $75.44
987 RIO RIO TINTO PLC Basic Materials 459.0 $43K -41.0 -8.2% $93.29 +11.7%
988 CHRD CHORD ENERGY CORPORATION Energy 295.0 $42K NEW $142.18 +1.3%
989 CVLT COMMVAULT SYS INC Technology 534.0 $42K $77.89 +37.7%
990 UFPI UFP INDUSTRIES INC Basic Materials 449.0 $41K -14K -96.9% $92.12 -12.6%
991 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 3,670.0 $40K +102.0 +2.9% $10.83 +0.5%
992 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 516.0 $38K -45K -98.9% $73.90 +2.0%
993 QTWO Q2 HLDGS INC Technology 800.0 $38K -2K -75.3% $47.30 -2.5%
994 BEPC BROOKFIELD RENEWABLE CORP Utilities 924.0 $37K -94K -99.0% $39.83 -5.9%
995 XOP SPDR SERIES TRUST 189.0 $34K -4K -95.6% $181.83 -5.4%
996 RYN RAYONIER INC Real Estate 1,601.0 $33K NEW $20.62 -1.3%
997 QLYS QUALYS INC Technology 367.0 $32K -2.0 -0.5% $87.85 +16.5%
998 REXR REXFORD INDL RLTY INC Real Estate 951.0 $31K NEW $32.73 +10.5%
999 APLD APPLIED DIGITAL CORP Technology 1,299.0 $31K -627.0 -32.5% $23.74 +93.2%
1000 XPLR INFRASTRUCTURE LP 2,573.0 $27K $10.62
Page 50 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%