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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 27 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ARLP ALLIANCE RESOURCE PARTNERS L Energy 156,500.0 $3.6M 0.01% NEW $23.23 +2.5%
522 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 137,345.0 $3.6M 0.01% NEW $26.37 -37.6%
523 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 21,043.0 $3.6M 0.01% NEW $171.28 +88.1%
524 UNP UNION PAC CORP Industrials 15,428.0 $3.6M 0.01% NEW $231.32 +22.0%
525 RHI ROBERT HALF INC. Industrials 130,434.0 $3.5M 0.01% NEW $27.16 +23.3%
526 AUB ATLANTIC UN BANKSHARES CORP Financial Services 100,000.0 $3.5M 0.01% NEW $35.30 +19.7%
527 EVEREST GROUP LTD 10,268.0 $3.5M 0.01% NEW $339.35
528 BN BROOKFIELD CORP Financial Services 75,706.0 $3.5M 0.01% NEW $45.89 -5.4%
529 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 9,866.0 $3.5M 0.01% NEW $350.55 +19.2%
530 VVV VALVOLINE INC Energy 117,572.0 $3.4M 0.01% NEW $29.06 +31.3%
531 ARES ARES MANAGEMENT CORPORATION Financial Services 21,035.0 $3.4M 0.01% NEW $161.63 -27.7%
532 J JACOBS SOLUTIONS INC Industrials 25,483.0 $3.4M 0.01% NEW $132.46 -3.5%
533 UHS UNIVERSAL HLTH SVCS INC Healthcare 15,446.0 $3.4M 0.01% NEW $218.02 -27.4%
534 UPS UNITED PARCEL SERVICE INC Industrials 33,934.0 $3.4M 0.01% NEW $99.19 +11.6%
535 CNI CANADIAN NATL RY CO Industrials 33,847.0 $3.3M 0.01% NEW $98.85 +23.0%
536 AMKR AMKOR TECHNOLOGY INC Technology 84,053.0 $3.3M 0.01% NEW $39.48 +76.4%
537 JBHT HUNT J B TRANS SVCS INC Industrials 16,967.0 $3.3M 0.01% NEW $194.34 +47.1%
538 TWST TWIST BIOSCIENCE CORP Healthcare 103,688.0 $3.3M 0.01% NEW $31.72 +212.9%
539 AWI ARMSTRONG WORLD INDS INC NEW Industrials 17,069.0 $3.3M 0.01% NEW $191.10 -17.0%
540 IEX IDEX CORP Industrials 18,306.0 $3.3M 0.01% NEW $177.94 +25.8%
Page 27 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%