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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 53 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 HIMS HIMS & HERS HEALTH INC Healthcare 194.0 $4K NEW $20.76 +14.4%
1042 SN SHARKNINJA INC Consumer Cyclical 38.0 $4K NEW $105.89 +5.8%
1043 ISOENERGY LTD 399.0 $4K $10.07
1044 ENCORE ENERGY CORP 2,242.0 $4K -949.0 -29.7% $1.74
1045 ALLY ALLY FINL INC Financial Services 91.0 $4K -34K -99.7% $39.23 +8.0%
1046 GVA GRANITE CONSTR INC Industrials 29.0 $3K +15.0 +107.1% $119.90 +8.4%
1047 CORT CORCEPT THERAPEUTICS INC Healthcare 81.0 $3K NEW $40.31 +49.4%
1048 PSEC PROSPECT CAP CORP Financial Services 980.0 $3K +46.0 +4.9% $2.61 -12.7%
1049 IBIT ISHARES BITCOIN TRUST ETF Financial Services 64.0 $2K -381.0 -85.6% $38.42 +11.8%
1050 ADUS ADDUS HOMECARE CORP Healthcare 26.0 $2K $93.65 -1.1%
1051 PPC PILGRIMS PRIDE CORP Consumer Defensive 64.0 $2K -132K -100.0% $37.77 -24.6%
1052 PK PARK HOTELS & RESORTS INC Real Estate 204.0 $2K NEW $10.53 +9.3%
1053 OHI OMEGA HEALTHCARE INVS INC Real Estate 49.0 $2K NEW $43.82 +9.3%
1054 IRIDIUM COMMUNICATIONS INC 77.0 $2K -52K -99.8% $27.74
1055 IMRX IMMUNEERING CORP Healthcare 380.0 $2K NEW $5.27 +2.3%
1056 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 113.0 $2K -667.0 -85.5% $16.76 -0.2%
1057 SEG SEAPORT ENTMT GROUP INC Real Estate 64.0 $1K $20.50 +17.1%
1058 ORI OLD REP INTL CORP Financial Services 32.0 $1K NEW $39.91 -1.4%
1059 OCCIDENTAL PETE CORP 27.0 $1K $43.56
1060 VSAT VIASAT INC Technology 25.0 $1K -20K -99.9% $45.80 +62.8%
Page 53 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%