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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 36 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BROWN FORMAN CORP 44,983.0 $1.2M 0.00% NEW $26.06
702 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 8,127.0 $1.2M 0.00% NEW $143.89 +68.1%
703 SE SEA LTD Consumer Cyclical 9,115.0 $1.2M 0.00% NEW $127.57 -19.0%
704 BROOKFIELD ASSET MANAGMT LTD 22,139.0 $1.2M 0.00% NEW $52.39
705 PSTG PURE STORAGE INC Technology 17,299.0 $1.2M 0.00% NEW $67.01 +28.7%
706 IRM IRON MTN INC DEL Real Estate 13,372.0 $1.1M 0.00% NEW $82.95 +41.2%
707 WEX WEX INC Technology 7,401.0 $1.1M 0.00% NEW $148.98 -1.7%
708 CENX CENTURY ALUM CO Basic Materials 28,076.0 $1.1M 0.00% NEW $39.18 +11.7%
709 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 10,700.0 $1.1M 0.00% NEW $101.07 +27.9%
710 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 20,000.0 $1.1M 0.00% NEW $53.94 +35.6%
711 AQN ALGONQUIN PWR UTILS CORP Utilities 172,843.0 $1.1M 0.00% NEW $6.16 -11.1%
712 QRVO QORVO INC Technology 12,462.0 $1.1M 0.00% NEW $84.51 +3.6%
713 JD JD.COM INC Consumer Cyclical 36,428.0 $1.0M 0.00% NEW $28.70 -7.2%
714 CANADIAN PACIFIC KANSAS CITY 14,084.0 $1.0M 0.00% NEW $73.63
715 DTE DTE ENERGY CO Utilities 7,858.0 $1.0M 0.00% NEW $128.98 +19.4%
716 CCJ CAMECO CORP Energy 11,052.0 $1.0M 0.00% NEW $91.49 +5.5%
717 KGS KODIAK GAS SVCS INC Energy 27,000.0 $1.0M 0.00% NEW $37.40 +81.7%
718 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 35,086.0 $1.0M 0.00% NEW $28.78 +28.9%
719 CSR CENTERSPACE Real Estate 15,000.0 $1.0M 0.00% NEW $66.72 -14.2%
720 INFY INFOSYS LTD Technology 55,975.0 $997K 0.00% NEW $17.82 -37.4%
Page 36 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%