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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 25 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DIA SPDR DOW JONES INDL AVERAGE Financial Services 9,572.0 $4.6M 0.02% NEW $480.57 +9.8%
482 GLP GLOBAL PARTNERS LP Energy 109,800.0 $4.6M 0.02% NEW $41.85 +13.4%
483 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 51,038.0 $4.6M 0.02% NEW $89.92 -2.7%
484 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 23,720.0 $4.6M 0.02% NEW $193.43 -4.6%
485 MMS MAXIMUS INC Industrials 53,000.0 $4.6M 0.02% NEW $86.32 -35.4%
486 DTM DT MIDSTREAM INC Energy 37,851.0 $4.5M 0.02% NEW $119.68 +20.8%
487 TLT ISHARES TR 51,318.0 $4.5M 0.02% NEW $87.22 -2.0%
488 DBX DROPBOX INC Technology 160,942.0 $4.5M 0.02% NEW $27.80 +2.7%
489 APLE APPLE HOSPITALITY REIT INC Real Estate 373,500.0 $4.4M 0.02% NEW $11.85 +40.5%
490 DY DYCOM INDS INC Industrials 13,053.0 $4.4M 0.02% NEW $337.90 +29.6%
491 SLV ISHARES SILVER TR Financial Services 67,957.0 $4.4M 0.02% NEW $64.42 -14.6%
492 VRSK VERISK ANALYTICS INC Industrials 19,465.0 $4.4M 0.01% NEW $223.69 -15.8%
493 GPC GENUINE PARTS CO Consumer Cyclical 35,256.0 $4.3M 0.01% NEW $122.96 +7.8%
494 ROL ROLLINS INC Consumer Cyclical 71,712.0 $4.3M 0.01% NEW $60.02 -27.7%
495 XYL XYLEM INC Industrials 31,583.0 $4.3M 0.01% NEW $136.18 -13.3%
496 WRB BERKLEY W R CORP Financial Services 60,116.0 $4.2M 0.01% NEW $70.12 +2.8%
497 FR FIRST INDL RLTY TR INC Real Estate 72,894.0 $4.2M 0.01% NEW $57.27 +9.0%
498 STEP STEPSTONE GROUP INC Financial Services 65,000.0 $4.2M 0.01% NEW $64.17 -35.9%
499 BLOCK INC 63,940.0 $4.2M 0.01% NEW $65.09
500 FMC FMC CORP Basic Materials 299,867.0 $4.2M 0.01% NEW $13.87 -18.2%
Page 25 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%