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Portfolio (Quarterly) Guide ↗

NATIXIS

· CIK 0001274981
13F Portfolio $28.2B AUM 1,112 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1110 New
Page 15 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SBUX STARBUCKS CORP Consumer Cyclical 159,369.0 $13.4M 0.05% NEW $84.21 +24.1%
282 SEALED AIR CORP NEW 322,858.0 $13.4M 0.05% NEW $41.43
283 LNG CHENIERE ENERGY INC Energy 68,455.0 $13.3M 0.05% NEW $194.39 +25.5%
284 FITB FIFTH THIRD BANCORP Financial Services 283,535.0 $13.3M 0.05% NEW $46.81 +21.8%
285 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 358,361.0 $13.3M 0.05% NEW $37.00 -4.8%
286 ROK ROCKWELL AUTOMATION INC Industrials 34,077.0 $13.3M 0.05% NEW $389.07 +19.4%
287 SFM SPROUTS FMRS MKT INC Consumer Defensive 166,340.0 $13.3M 0.05% NEW $79.67 +12.2%
288 GLD SPDR GOLD TR Financial Services 33,316.0 $13.2M 0.05% NEW $396.31 -4.6%
289 EHC ENCOMPASS HEALTH CORP Healthcare 123,327.0 $13.1M 0.05% NEW $106.14 -0.4%
290 OXY OCCIDENTAL PETE CORP Energy 317,834.0 $13.1M 0.05% NEW $41.12 +18.0%
291 BIP BROOKFIELD INFRAST PARTNERS Utilities 376,000.0 $13.1M 0.05% NEW $34.74 +4.8%
292 ARM ARM HOLDINGS PLC Technology 118,941.0 $13.0M 0.05% NEW $109.31 +187.4%
293 NTRS NORTHERN TR CORP Financial Services 94,909.0 $13.0M 0.05% NEW $136.59 +28.3%
294 GIS GENERAL MLS INC Consumer Defensive 277,657.0 $12.9M 0.05% NEW $46.50 -19.7%
295 DAL DELTA AIR LINES INC DEL Industrials 184,520.0 $12.8M 0.04% NEW $69.40 +32.9%
296 GOOG ALPHABET INC Communication Services 40,472.0 $12.7M 0.04% NEW $313.80 +12.1%
297 ASH ASHLAND INC Basic Materials 216,348.0 $12.7M 0.04% NEW $58.67 +13.4%
298 EFX EQUIFAX INC Industrials 58,300.0 $12.6M 0.04% NEW $216.98 -21.6%
299 AIG AMERICAN INTL GROUP INC Financial Services 145,475.0 $12.4M 0.04% NEW $85.55 -7.9%
300 TRIP COM GROUP LTD 10,000.0 $12.4M 0.04% NEW $1243.48
Page 15 of 56  ·  1,110 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 27.4%
Financial Services 17.0%
Consumer Cyclical 10.9%
Communication Services 9.6%
Healthcare 9.3%
Industrials 7.8%
Real Estate 5.2%
Energy 5.1%
Consumer Defensive 4.3%
Basic Materials 2.2%