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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 24 of 55  ·  1,091 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 COP CONOCOPHILLIPS Energy 32,319.0 $4.3M 0.01% -828K -96.2% $132.00 -12.4%
462 SBAC SBA COMMUNICATIONS CORP Real Estate 24,625.0 $4.2M 0.01% +905.0 +3.8% $172.11 +16.5%
463 GLP GLOBAL PARTNERS LP Energy 99,800.0 $4.2M 0.01% -10K -9.1% $42.10 +14.9%
464 KWEB KRANESHARES TRUST 147,716.0 $4.2M 0.01% +134K +946.0% $28.43 -4.9%
465 WY WEYERHAEUSER CO Real Estate 170,543.0 $4.2M 0.01% -738K -81.2% $24.43 -0.1%
466 BIIB BIOGEN INC Healthcare 22,585.0 $4.1M 0.01% -7K -22.4% $183.33 +8.2%
467 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 56,936.0 $4.1M 0.01% -744K -92.9% $72.46 +23.4%
468 RKT ROCKET COS INC Financial Services 287,067.0 $4.1M 0.01% NEW $14.25 -0.1%
469 LANVIN GROUP HOLDINGS LIMITE 2,639,822.0 $4.1M 0.01% $1.54
470 HEICO CORP NEW 19,257.0 $4.1M 0.01% +5K +31.0% $211.09
471 PRGS PROGRESS SOFTWARE CORP Technology 155,000.0 $4.0M 0.01% -285K -64.8% $25.65 +15.4%
472 STZ CONSTELLATION BRANDS INC Consumer Defensive 26,406.0 $4.0M 0.01% -8K -22.9% $150.00 -2.8%
473 DRI DARDEN RESTAURANTS INC Consumer Cyclical 20,191.0 $4.0M 0.01% -138K -87.2% $196.04 +5.2%
474 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 23,431.0 $3.9M 0.01% +21K +772.3% $165.14 +9.4%
475 EEM ISHARES TR 67,800.0 $3.9M 0.01% +51K +304.8% $56.79 +20.6%
476 LIBERTY GLOBAL LTD 316,822.0 $3.8M 0.01% -230K -42.0% $12.09
477 RDDT REDDIT INC Communication Services 28,446.0 $3.8M 0.01% NEW $134.65 +14.3%
478 COPX CALL GLOBAL X FDS 50,000.0 $3.8M 0.01% NEW $76.35 +12.6%
479 MEDP MEDPACE HLDGS INC Healthcare 7,948.0 $3.8M 0.01% +8K +10000.0% $480.19 -10.6%
480 CW CURTISS WRIGHT CORP Industrials 5,566.0 $3.8M 0.01% NEW $681.12 +9.5%
Page 24 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%