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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 76 of 85  ·  1,684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 UNFI UNITED NAT FOODS INC Consumer Defensive 13,469.0 $607K 0.00% +533.0 +4.1% $45.07 +11.4%
1502 TRMK TRUSTMARK CORP Financial Services 14,341.0 $604K 0.00% +3K +23.3% $42.12 +13.2%
1503 CELH CELSIUS HLDGS INC Consumer Defensive 17,031.0 $604K 0.00% +7K +63.3% $35.46 -15.5%
1504 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 17,530.0 $595K 0.00% NEW $33.94 -9.1%
1505 ARRY ARRAY TECHNOLOGIES INC Energy 81,976.0 $593K 0.00% NEW $7.23 -13.6%
1506 CNK CINEMARK HLDGS INC Communication Services 20,807.0 $593K 0.00% +3K +14.3% $28.50 +4.7%
1507 SMMU PIMCO ETF TR 11,706.0 $591K 0.00% NEW $50.49 -0.3%
1508 BGC BGC GROUP INC Financial Services 59,690.0 $584K 0.00% NEW $9.78 +16.5%
1509 PCRX PACIRA BIOSCIENCES INC Healthcare 25,556.0 $578K 0.00% +14K +113.2% $22.62 +13.2%
1510 COGT COGENT BIOSCIENCES INC Healthcare 14,947.0 $575K 0.00% NEW $38.47 -1.4%
1511 ICOW PACER FDS TR 13,560.0 $575K 0.00% NEW $42.40 +0.6%
1512 WU WESTERN UN CO Financial Services 65,828.0 $575K 0.00% -540.0 -0.8% $8.73 -4.5%
1513 CWEN CLEARWAY ENERGY Utilities 14,576.0 $573K 0.00% +3K +22.3% $39.31 -14.1%
1514 OLN OLIN CORP Basic Materials 19,256.0 $572K 0.00% +9K +85.4% $29.70 -26.0%
1515 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 10,717.0 $565K 0.00% NEW $52.72 +0.8%
1516 SFNC SIMMONS 1ST NATL CORP Financial Services 29,071.0 $565K 0.00% +8K +38.0% $19.44 +19.6%
1517 CNO CNO FINL GROUP INC Financial Services 13,703.0 $563K 0.00% +2K +21.0% $41.09 +30.2%
1518 BEN FRANKLIN RESOURCES INC Financial Services 23,801.0 $562K 0.00% +3K +13.4% $23.61 +41.2%
1519 JEF JEFFERIES FINL GROUP INC Financial Services 13,577.0 $560K 0.00% -16K -53.3% $41.25 +35.3%
1520 SCHH Schwab U.S. 25,992.0 $559K 0.00% -2K -5.7% $21.51 +14.4%
Page 76 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%