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Portfolio (Quarterly) Guide ↗

NATIXIS ADVISORS, LLC

· CIK 0001018331
13F Portfolio $71.9B AUM 2,085 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 175 New 1044 Added 432 Reduced 79 Exited
Page 27 of 85  ·  1,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 APOS APOLLO GLOBAL MGMT INC Financial Services 161,929.0 $18.0M 0.03% -4K -2.1% $111.42 -77.0%
522 LNG CHENIERE ENERGY IN Energy 63,492.0 $18.0M 0.03% +15K +31.5% $283.75 -7.5%
523 SCHF SCHWAB STRATEGIC 724,580.0 $17.9M 0.03% +188K +35.0% $24.75 +9.1%
524 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 324,357.0 $17.8M 0.03% -36K -10.0% $54.75 +56.7%
525 MET METLIFE INC Financial Services 251,000.0 $17.8M 0.03% -41K -14.0% $70.72 +32.9%
526 FDS FACTSET RESEARCH SYSTEMS INC Financial Services 81,639.0 $17.7M 0.03% $216.98 +18.9%
527 BHP BHP GROUP LTD Basic Materials 242,633.0 $17.6M 0.03% +26K +12.2% $72.74 +10.9%
528 EMN EASTMAN CHEM CO Basic Materials 230,769.0 $17.6M 0.02% +19K +9.1% $76.32 -10.1%
529 BLACKROCK ETF 365,235.0 $17.5M 0.02% +48K +15.0% $47.98
530 TTWO TAKE-TWO INTERACTIVE SOFTWARE Communication Services 88,667.0 $17.5M 0.02% -21K -19.0% $197.50 +19.8%
531 WEX WEX INC Technology 114,313.0 $17.5M 0.02% +11K +10.7% $153.04 +7.4%
532 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,117,658.0 $17.5M 0.02% +237K +27.0% $15.65 +16.6%
533 BOX BOX INC Technology 737,903.0 $17.4M 0.02% +118K +19.0% $23.64 +28.9%
534 UPS UNITED PARCEL SERVICE INC Industrials 176,860.0 $17.4M 0.02% +83K +89.2% $98.38 +19.7%
535 STZ CONSTELLATION BRANDS INC Consumer Defensive 114,912.0 $17.2M 0.02% +19K +20.0% $150.00 -11.4%
536 AVB AVALONBAY CMNTYS INC Real Estate 105,437.0 $17.2M 0.02% -35K -25.0% $163.35 +17.9%
537 CBT CABOT CORP Basic Materials 228,461.0 $17.2M 0.02% +39K +20.6% $75.31 +20.0%
538 NI NISOURCE INC Utilities 368,388.0 $17.2M 0.02% +46K +14.1% $46.66 -1.5%
539 SBAC SBA COMMUNICATIONS CORP Real Estate 99,801.0 $17.2M 0.02% -32K -24.5% $172.11 +7.9%
540 AEM AGNICO EAGLE MINES LTD Basic Materials 84,478.0 $17.1M 0.02% -647.0 -0.8% $202.98 -32.5%
Page 27 of 85  ·  1,684 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 29.0%
Financial Services 14.6%
Industrials 10.9%
Healthcare 10.4%
Consumer Cyclical 10.1%
Communication Services 8.8%
Energy 4.5%
Consumer Defensive 4.4%
Basic Materials 2.9%
Utilities 2.7%