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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 8 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FDX FEDEX CORP Industrials 76,762.0 $27.3M 0.10% +57K +295.6% $356.18 +10.7%
142 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,746,192.0 $27.3M 0.10% +724K +70.8% $15.65 +1.7%
143 VICI VICI PPTYS INC Real Estate 999,185.0 $27.3M 0.10% NEW $27.32 +4.3%
144 AES AES CORP Utilities 1,891,779.0 $26.7M 0.10% +1.9M +6370.9% $14.09 +4.2%
145 HWM HOWMET AEROSPACE INC Industrials 113,312.0 $26.1M 0.09% NEW $230.46 +11.3%
146 ANET ARISTA NETWORKS INC Technology 208,257.0 $25.6M 0.09% +78K +60.1% $122.78 +25.5%
147 RMD RESMED INC Healthcare 112,178.0 $25.2M 0.09% NEW $224.48 -7.3%
148 ECL ECOLAB INC Basic Materials 94,372.0 $25.1M 0.09% +60K +173.2% $266.02 -4.8%
149 KLAC KLA CORP Technology 17,021.0 $25.1M 0.09% -32K -65.3% $1472.41 +28.3%
150 EA ELECTRONIC ARTS INC Communication Services 122,788.0 $25.0M 0.09% -6K -4.7% $203.87 -1.4%
151 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 74,017.0 $25.0M 0.09% +7K +10.2% $337.95 +19.7%
152 DIS DISNEY WALT CO Communication Services 258,691.0 $24.9M 0.09% -5K -1.8% $96.38 +6.9%
153 GM GENERAL MTRS CO Consumer Cyclical 332,501.0 $24.8M 0.09% +73K +28.3% $74.50 +5.8%
154 ADBE ADOBE INC Technology 101,242.0 $24.6M 0.09% +79K +362.9% $243.08 +0.7%
155 AEM AGNICO EAGLE MINES LTD Basic Materials 121,211.0 $24.6M 0.09% +94K +342.6% $202.98 -13.3%
156 GS GOLDMAN SACHS GROUP INC Financial Services 29,006.0 $24.5M 0.09% -32K -52.6% $845.99 +17.8%
157 ENTERGY CORP NEW 217,108.0 $24.4M 0.09% +211K +3624.0% $112.36
158 PH PARKER-HANNIFIN CORP Industrials 27,166.0 $24.3M 0.09% -4K -13.7% $895.24 -3.2%
159 APH AMPHENOL CORP Technology 191,341.0 $24.2M 0.09% +187K +4480.8% $126.35 +4.5%
160 HAS HASBRO INC Consumer Cyclical 256,394.0 $24.0M 0.09% +150K +140.2% $93.60 -5.9%
Page 8 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%