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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 14 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KEY KEYCORP Financial Services 721,383.0 $14.9M 0.05% NEW $20.64 +11.3%
262 TU TELUS CORPORATION Communication Services 1,128,981.0 $14.9M 0.05% NEW $13.17 -21.5%
263 TDG TRANSDIGM GROUP INC Industrials 11,129.0 $14.8M 0.05% NEW $1329.85 +0.7%
264 CCL CARNIVAL CORP Consumer Cyclical 483,278.0 $14.8M 0.05% NEW $30.54 -8.7%
265 NEM NEWMONT CORP Basic Materials 147,503.0 $14.7M 0.05% NEW $99.85 -2.7%
266 ALL ALLSTATE CORP Financial Services 69,679.0 $14.5M 0.05% NEW $208.15 +18.8%
267 MTCH MATCH GROUP INC NEW Communication Services 448,442.0 $14.5M 0.05% NEW $32.29 +18.3%
268 SLB SLB LIMITED Energy 375,596.0 $14.4M 0.05% NEW $38.38 +17.7%
269 BNS BANK NOVA SCOTIA HALIFAX Financial Services 194,838.0 $14.4M 0.05% NEW $73.69 +16.1%
270 CAH CARDINAL HEALTH INC Healthcare 69,232.0 $14.2M 0.05% NEW $205.50 +16.2%
271 RSG REPUBLIC SVCS INC Industrials 67,087.0 $14.2M 0.05% NEW $211.93 +1.6%
272 BPOP POPULAR INC Financial Services 114,034.0 $14.2M 0.05% NEW $124.52 +33.2%
273 AMD PUT ADVANCED MICRO DEVICES INC Technology 66,000.0 $14.1M 0.05% NEW $214.16 +142.6%
274 RITM RITHM CAPITAL CORP Real Estate 1,288,535.0 $14.0M 0.05% NEW $10.90 -16.7%
275 MAS MASCO CORP Industrials 221,310.0 $14.0M 0.05% NEW $63.46 +30.2%
276 MMM 3M CO Industrials 86,888.0 $13.9M 0.05% NEW $160.10 +0.2%
277 APD AIR PRODS & CHEMS INC Basic Materials 56,075.0 $13.9M 0.05% NEW $247.02 +25.3%
278 KO COCA COLA CO Consumer Defensive 195,424.0 $13.7M 0.05% NEW $69.91 +18.9%
279 VST VISTRA CORP Utilities 84,000.0 $13.6M 0.05% NEW $161.33 -6.2%
280 ADP AUTOMATIC DATA PROCESSING IN Industrials 52,195.0 $13.4M 0.05% NEW $257.23 -6.0%
Page 14 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%