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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 23 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 UAL UNITED AIRLS HLDGS INC Industrials 51,065.0 $4.7M 0.02% NEW $92.07 +22.3%
442 HPE HEWLETT PACKARD ENTERPRISE C Technology 197,085.0 $4.7M 0.02% NEW $23.81 +56.2%
443 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 63,007.0 $4.7M 0.02% +44K +235.1% $74.38 -30.1%
444 ARM CALL ARM HOLDINGS PLC Technology 30,800.0 $4.7M 0.02% NEW $151.28 +100.1%
445 HTZ HERTZ GLOBAL HLDGS INC Industrials 1,000,000.0 $4.6M 0.02% $4.61 +14.1%
446 PHM PULTE GROUP INC Consumer Cyclical 38,951.0 $4.6M 0.02% -152K -79.6% $117.61 +1.3%
447 BHF BRIGHTHOUSE FINL INC Financial Services 75,983.0 $4.5M 0.02% -112K -59.7% $59.88 +4.5%
448 ALAB ASTERA LABS INC Technology 41,473.0 $4.5M 0.02% NEW $109.60 +196.8%
449 UPS UNITED PARCEL SVCS INC Industrials 46,109.0 $4.5M 0.02% +12K +35.9% $98.38 +6.2%
450 MASI MASIMO CORP Healthcare 25,495.0 $4.5M 0.02% +23K +1015.3% $177.87 +0.5%
451 NTNX NUTANIX INC Technology 118,775.0 $4.5M 0.02% +96K +419.3% $38.01 +22.5%
452 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 28,458.0 $4.5M 0.02% +25K +684.4% $157.28 -4.8%
453 EXPD EXPEDITORS INTL WASH INC Industrials 31,090.0 $4.5M 0.02% -92K -74.7% $143.23 +12.8%
454 CENCORA INC 14,123.0 $4.4M 0.02% -6K -29.7% $314.14
455 NSC NORFOLK SOUTHN CORP Industrials 15,454.0 $4.4M 0.02% -232K -93.8% $287.00 +13.5%
456 GDX VANECK ETF TRUST 48,306.0 $4.4M 0.02% +29K +149.9% $91.77 -6.9%
457 WST WEST PHARMACEUTICAL SVSC INC Healthcare 17,576.0 $4.4M 0.02% -11K -38.7% $250.64 +26.1%
458 SUPN SUPERNUS PHARMACEUTICALS Healthcare 85,200.0 $4.4M 0.02% NEW $51.69 -9.8%
459 LSTR LANDSTAR SYS INC Industrials 27,094.0 $4.3M 0.02% +16K +142.0% $160.31 +25.4%
460 ARLP ALLIANCE RESOURCE PARTNERS L Energy 156,500.0 $4.3M 0.01% $27.65 -9.8%
Page 23 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%