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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 39 of 85  ·  1,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 JBND J P MORGAN EXCHANGE 128,185.0 $6.9M 0.01% +41K +47.8% $53.77 -4.0%
762 HALO HALOZYME THERAPEUTICS INC Healthcare 106,305.0 $6.9M 0.01% +7K +7.1% $64.63 +74.0%
763 GLD SPDR Financial Services 15,876.0 $6.8M 0.01% +5K +52.6% $430.27 -8.7%
764 ONB OLD NATL BANCORP IND Financial Services 308,408.0 $6.8M 0.01% +253K +461.1% $22.10 +11.9%
765 STLD STEEL DYNAMICS INC Basic Materials 37,799.0 $6.8M 0.01% +3K +7.9% $180.00 +30.2%
766 TSN TYSON FOODS INC CL A Consumer Defensive 105,952.0 $6.8M 0.01% -51K -32.6% $64.07 -19.8%
767 JGRO J P MORGAN EXCHANGE 80,303.0 $6.8M 0.01% +14K +20.6% $84.52 +14.4%
768 BNS BANK NOVA SCOTIA HALIFAX Financial Services 96,396.0 $6.7M 0.01% +35K +57.1% $69.31 +33.1%
769 SCHX Schwab U.S. 257,254.0 $6.6M 0.01% +26K +11.5% $25.64 +17.9%
770 ROL ROLLINS INC Consumer Cyclical 123,059.0 $6.6M 0.01% -14K -10.3% $53.41 -39.2%
771 LAMR LAMAR ADVERTISING Real Estate 51,847.0 $6.6M 0.01% +2K +3.8% $126.66 +13.9%
772 BMI BADGER METER INC Technology 43,014.0 $6.6M 0.01% +3K +7.6% $152.35 -12.7%
773 GDDY GODADDY INC Technology 79,163.0 $6.5M 0.01% +14K +20.9% $82.66 +16.6%
774 DFEV DIMENSIONAL ETF 182,132.0 $6.5M 0.01% +82K +82.2% $35.78 +19.1%
775 SIGI SELECTIVE INSURANCE GROUP Financial Services 86,292.0 $6.5M 0.01% -101K -54.0% $75.40 +14.5%
776 ISTB ISHARES 134,032.0 $6.5M 0.01% +11K +8.7% $48.46 -2.4%
777 CWST CASELLA WASTE SYS INC CL A Industrials 80,712.0 $6.4M 0.01% +29K +56.9% $79.34 +6.9%
778 ES EVERSOURCE ENERGY Utilities 92,361.0 $6.4M 0.01% -2K -1.7% $69.28 -6.3%
779 JBHT HUNT J B TRANS SVCS INC Industrials 30,088.0 $6.4M 0.01% +17K +125.5% $211.91 +10.7%
780 PCG PGandE CORP Utilities 362,129.0 $6.4M 0.01% -1.1M -74.7% $17.57 -29.4%
Page 39 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 29.6%
Financial Services 14.7%
Industrials 11.1%
Healthcare 10.6%
Consumer Cyclical 10.3%
Communication Services 7.1%
Energy 4.6%
Consumer Defensive 4.5%
Basic Materials 2.9%
Utilities 2.8%