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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 40 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ARLO ARLO TECHNOLOGIES INC Industrials 50,000.0 $700K 0.00% NEW $13.99 -7.0%
782 BDC BELDEN INC Technology 6,000.0 $699K 0.00% NEW $116.55 -1.6%
783 ENSG ENSIGN GROUP INC Healthcare 4,000.0 $697K 0.00% NEW $174.20 -3.5%
784 EAT BRINKER INTL INC Consumer Cyclical 4,800.0 $689K 0.00% NEW $143.52 +23.4%
785 VSAT VIASAT INC Technology 19,706.0 $679K 0.00% NEW $34.46 +134.0%
786 BELFB BEL FUSE INC Technology 4,000.0 $679K 0.00% NEW $169.63 +57.9%
787 AVIDITY BIOSCIENCES INC 9,325.0 $673K 0.00% NEW $72.13
788 MDB MONGODB INC Technology 1,593.0 $669K 0.00% NEW $419.69 -15.2%
789 ANNALY CAPITAL MANAGEMENT IN 29,872.0 $668K 0.00% NEW $22.36
790 PRCH PORCH GROUP INC Technology 73,100.0 $667K 0.00% NEW $9.13 +71.0%
791 CLS CELESTICA INC Technology 2,257.0 $667K 0.00% NEW $295.61 +12.3%
792 CERT CERTARA INC Healthcare 75,121.0 $662K 0.00% NEW $8.81 -20.8%
793 TDOC TELADOC HEALTH INC Healthcare 94,400.0 $661K 0.00% NEW $7.00 +29.1%
794 HUT 8 CORP 14,334.0 $659K 0.00% NEW $45.94
795 DT DYNATRACE INC Technology 15,163.0 $657K 0.00% NEW $43.34 +4.4%
796 OLPX OLAPLEX HLDGS INC Consumer Cyclical 485,500.0 $651K 0.00% NEW $1.34 +53.7%
797 OIH VANECK ETF TRUST 2,272.0 $647K 0.00% NEW $284.77 +25.7%
798 AVTR AVANTOR INC Healthcare 56,178.0 $644K 0.00% NEW $11.46 -11.6%
799 SOLENO THERAPEUTICS INC 13,840.0 $641K 0.00% NEW $46.30
800 RVLV REVOLVE GROUP INC Consumer Cyclical 20,961.0 $633K 0.00% NEW $30.19 -24.8%
Page 40 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%