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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 42 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 25,249.0 $548K 0.00% NEW $21.72 -20.2%
822 XOP SPDR SERIES TRUST 4,323.0 $546K 0.00% NEW $126.26 +22.3%
823 GDXJ VANECK ETF TRUST 4,789.0 $545K 0.00% NEW $113.78 -10.4%
824 AN AUTONATION INC Consumer Cyclical 2,627.0 $542K 0.00% NEW $206.48 -10.6%
825 POR PORTLAND GEN ELEC CO Utilities 11,300.0 $542K 0.00% NEW $47.99 +9.0%
826 CVCO CAVCO INDS INC DEL Consumer Cyclical 914.0 $540K 0.00% NEW $590.74 +0.7%
827 ENTERGY CORP NEW 5,830.0 $539K 0.00% NEW $92.43
828 SLAB SILICON LABORATORIES INC Technology 4,100.0 $536K 0.00% NEW $130.70 +67.1%
829 SNDR SCHNEIDER NATIONAL INC Industrials 20,136.0 $534K 0.00% NEW $26.53 +34.6%
830 MGEE MGE ENERGY INC Utilities 6,800.0 $533K 0.00% NEW $78.42 +6.2%
831 HRL HORMEL FOODS CORP Consumer Defensive 22,287.0 $528K 0.00% NEW $23.70 +5.5%
832 GTX GARRETT MOTION INC Consumer Cyclical 30,300.0 $528K 0.00% NEW $17.43 +84.2%
833 SLF SUN LIFE FINANCIAL INC. Financial Services 8,395.0 $524K 0.00% NEW $62.40 +26.9%
834 MOD MODINE MFG CO Consumer Cyclical 3,900.0 $521K 0.00% NEW $133.51 +72.1%
835 BMBL BUMBLE INC Technology 144,900.0 $517K 0.00% NEW $3.57 -5.9%
836 SYM SYMBOTIC INC Industrials 8,445.0 $502K 0.00% NEW $59.50 -28.8%
837 CPK CHESAPEAKE UTILS CORP Utilities 4,000.0 $499K 0.00% NEW $124.76 -0.1%
838 EWZ ISHARES INC 15,707.0 $499K 0.00% NEW $31.77 +8.0%
839 MARA MARA HOLDINGS INC Financial Services 55,239.0 $496K 0.00% NEW $8.98 +36.9%
840 SCHH SCHWAB STRATEGIC TR 23,601.0 $496K 0.00% NEW $21.00 +14.1%
Page 42 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%