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Portfolio (Quarterly) Guide ↗

NATIXIS

· CIK 0001274981
13F Portfolio $28.0B AUM 1,092 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 261 New 332 Added 413 Reduced 280 Exited
Page 15 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AIR LEASE CORP 177,446.0 $11.5M 0.04% NEW $64.94
282 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 359,502.0 $11.5M 0.04% $32.01 +3.5%
283 SATS ECHOSTAR CORP Technology 97,442.0 $11.4M 0.04% +96K +5802.0% $117.07 +7.5%
284 USAC USA COMPRESSION PARTNERS LP Energy 405,800.0 $11.0M 0.04% $27.12 +5.8%
285 BROS PUT DUTCH BROS INC Consumer Cyclical 213,500.0 $10.8M 0.04% NEW $50.66 +11.3%
286 WAB WABTEC Industrials 43,143.0 $10.8M 0.04% +8K +23.8% $249.91 +3.6%
287 BPOP POPULAR INC Financial Services 80,072.0 $10.7M 0.04% -34K -29.8% $134.17 +13.0%
288 STANDARDAERO INC 415,644.0 $10.7M 0.04% NEW $25.83
289 NRP NATURAL RESOURCE PARTNERS LP Energy 88,598.0 $10.7M 0.04% +37K +72.7% $121.00 -13.6%
290 AMH AMERICAN HOMES 4 RENT Real Estate 382,128.0 $10.7M 0.04% +301K +372.3% $27.92 +15.3%
291 PPL PPL CORP Utilities 277,092.0 $10.6M 0.04% NEW $38.20 -5.7%
292 CEG CONSTELLATION ENERGY CORP Utilities 37,894.0 $10.6M 0.04% -64K -62.9% $279.25 +3.8%
293 PYPL PAYPAL HLDGS INC Financial Services 233,484.0 $10.6M 0.04% -1.5M -86.7% $45.23 -1.3%
294 TTAN PUT SERVICETITAN INC Technology 166,000.0 $10.5M 0.04% NEW $63.46 +1.7%
295 YUM YUM BRANDS INC Consumer Cyclical 67,574.0 $10.5M 0.04% -111K -62.1% $155.48 -0.6%
296 CL COLGATE PALMOLIVE CO Consumer Defensive 122,776.0 $10.5M 0.04% -202K -62.2% $85.23 +8.0%
297 NMM NAVIOS MARITIME PARTNERS LP Industrials 154,215.0 $10.4M 0.04% -7K -4.1% $67.48 +8.1%
298 FAST FASTENAL CO Industrials 222,399.0 $10.3M 0.04% -529K -70.4% $46.40 -3.6%
299 GRAL GRAIL INC Healthcare 199,368.0 $10.3M 0.04% NEW $51.68 +36.0%
300 CRCL CIRCLE INTERNET GROUP INC Financial Services 106,324.0 $10.1M 0.04% +84K +374.1% $95.41 +10.0%
Page 15 of 55  ·  1,091 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 36.7%
Financial Services 15.4%
Consumer Cyclical 9.8%
Communication Services 9.0%
Industrials 7.7%
Healthcare 7.6%
Energy 4.3%
Consumer Defensive 3.4%
Real Estate 2.9%
Basic Materials 1.6%