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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 32 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CVNA CARVANA CO Consumer Cyclical 4,361.0 $1.8M 0.01% NEW $422.02 -83.7%
622 LVS LAS VEGAS SANDS CORP Consumer Cyclical 28,256.0 $1.8M 0.01% NEW $65.09 -27.8%
623 CMS CMS ENERGY CORP Utilities 26,172.0 $1.8M 0.01% NEW $69.93 +11.2%
624 ARMK ARAMARK Industrials 49,557.0 $1.8M 0.01% NEW $36.86 +52.7%
625 STLD STEEL DYNAMICS INC Basic Materials 10,761.0 $1.8M 0.01% NEW $169.45 +30.1%
626 EIDO ISHARES TR 97,331.0 $1.8M 0.01% NEW $18.70 -38.8%
627 ATR APTARGROUP INC Healthcare 14,770.0 $1.8M 0.01% NEW $121.96 +4.1%
628 WCN WASTE CONNECTIONS INC Industrials 10,241.0 $1.8M 0.01% NEW $175.36 -6.1%
629 STWD STARWOOD PPTY TR INC Real Estate 99,236.0 $1.8M 0.01% NEW $18.01 -8.5%
630 YOU CLEAR SECURE INC Technology 50,930.0 $1.8M 0.01% NEW $35.08 +58.7%
631 BEN FRANKLIN RESOURCES INC Financial Services 74,530.0 $1.8M 0.01% NEW $23.89 +42.8%
632 CRCL CIRCLE INTERNET GROUP INC Financial Services 22,427.0 $1.8M 0.01% NEW $79.30 -18.5%
633 EPU ISHARES TR 24,020.0 $1.8M 0.01% NEW $72.97 +16.3%
634 VNM VANECK ETF TRUST 91,243.0 $1.7M 0.01% NEW $19.08 -3.1%
635 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 7,389.0 $1.7M 0.01% NEW $232.53 -11.7%
636 FTV FORTIVE CORP Technology 31,100.0 $1.7M 0.01% NEW $55.21 +13.5%
637 EFA ISHARES TR 17,746.0 $1.7M 0.01% NEW $96.03 +8.7%
638 BTU PEABODY ENERGY CORP Energy 57,165.0 $1.7M 0.01% NEW $29.70 -24.9%
639 KFY KORN FERRY Industrials 25,600.0 $1.7M 0.01% NEW $66.02 +5.5%
640 GDX VANECK ETF TRUST 19,333.0 $1.7M 0.01% NEW $85.77 -8.6%
Page 32 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%