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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 9 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BSM BLACK STONE MINERALS L P Energy 1,579,900.0 $23.9M 0.09% $15.12 -8.6%
162 SPGI S&P GLOBAL INC Financial Services 55,792.0 $23.7M 0.09% NEW $425.34 -1.8%
163 TRV TRAVELERS COMPANIES INC Financial Services 80,704.0 $23.5M 0.08% +68K +531.1% $291.68 +5.1%
164 EW EDWARDS LIFESCIENCES CORP Healthcare 293,673.0 $23.5M 0.08% -22K -6.9% $80.08 +7.1%
165 T AT&T INC Communication Services 803,110.0 $23.3M 0.08% -212K -20.9% $28.99 -12.9%
166 NOC NORTHROP GRUMMAN CORP Industrials 34,095.0 $23.3M 0.08% -4K -10.5% $682.24 -18.6%
167 MDLZ MONDELEZ INTL INC Consumer Defensive 401,576.0 $23.1M 0.08% -74K -15.5% $57.64 +7.1%
168 HOLOGIC INC 306,042.0 $23.1M 0.08% +251K +458.7% $75.59
169 RSG REPUBLIC SVCS INC Industrials 104,769.0 $22.9M 0.08% +38K +56.2% $219.02 -4.6%
170 NKE NIKE INC Consumer Cyclical 433,694.0 $22.9M 0.08% +101K +30.4% $52.82 -15.4%
171 SMCI SUPER MICRO COMPUTER INC Technology 1,002,914.0 $22.8M 0.08% -73K -6.8% $22.77 +56.3%
172 FOX FOX CORP Communication Services 427,829.0 $22.7M 0.08% +379K +778.3% $53.10 +7.8%
173 ACGL ARCH CAP GROUP LTD Financial Services 236,082.0 $22.7M 0.08% +11K +5.0% $95.99 +0.3%
174 MO ALTRIA GROUP INC Consumer Defensive 341,231.0 $22.5M 0.08% -682K -66.6% $65.99 +12.0%
175 RRC RANGE RES CORP Energy 497,629.0 $22.5M 0.08% +310K +165.3% $45.18 -9.1%
176 ADP AUTOMATIC DATA PROCESSING IN Industrials 108,911.0 $22.1M 0.08% +57K +108.7% $203.18 +10.9%
177 BK BANK NEW YORK MELLON CORP Financial Services 185,740.0 $22.0M 0.08% -77K -29.3% $118.63 +17.3%
178 GILD GILEAD SCIENCES INC Healthcare 156,715.0 $21.8M 0.08% -473K -75.1% $139.37 -3.6%
179 PCG PG&E CORP Utilities 1,229,646.0 $21.6M 0.08% +650K +112.1% $17.57 -6.1%
180 IBM INTERNATIONAL BUSINESS MACHS Technology 88,923.0 $21.6M 0.08% -25K -22.0% $242.39 +4.7%
Page 9 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%