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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 52 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 UUUU ENERGY FUELS INC Energy 2,147.0 $31K NEW $14.54 -2.2%
1022 AI C3 AI INC Technology 2,156.0 $29K NEW $13.48 -30.0%
1023 ENS ENERSYS Industrials 198.0 $29K NEW $146.75 +50.2%
1024 NKTR NEKTAR THERAPEUTICS Healthcare 685.0 $29K NEW $42.28 +52.3%
1025 KMT KENNAMETAL INC Industrials 961.0 $27K NEW $28.41 +18.3%
1026 MEDP MEDPACE HLDGS INC Healthcare 46.0 $26K NEW $561.65 -3.2%
1027 XPLR INFRASTRUCTURE LP 2,573.0 $26K NEW $10.00
1028 LEGN LEGEND BIOTECH CORP Healthcare 1,157.0 $25K NEW $21.74 +37.5%
1029 FG F&G ANNUITIES & LIFE INC Financial Services 756.0 $23K NEW $30.85 -11.6%
1030 BCC BOISE CASCADE CO DEL Basic Materials 316.0 $23K NEW $73.60 +2.6%
1031 IBIT ISHARES BITCOIN TRUST ETF Financial Services 445.0 $22K NEW $49.65 -31.5%
1032 GBX GREENBRIER COS INC Industrials 465.0 $22K NEW $46.74 +2.4%
1033 TIC TIC SOLUTIONS INC Industrials 2,075.0 $21K NEW $10.11 -20.9%
1034 SMR NUSCALE PWR CORP Utilities 1,440.0 $20K NEW $14.17 -28.4%
1035 UROY URANIUM RTY CORP Energy 5,361.0 $19K NEW $3.63 -23.5%
1036 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 780.0 $19K NEW $24.41 -46.5%
1037 DNN DENISON MINES CORP Energy 6,985.0 $19K NEW $2.67 +15.2%
1038 NXE NEXGEN ENERGY LTD Energy 1,761.0 $16K NEW $9.24 +2.2%
1039 CHDN CHURCHILL DOWNS INC Consumer Cyclical 141.0 $16K NEW $113.78 -21.6%
1040 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 632.0 $16K NEW $24.83 -37.0%
Page 52 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%