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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 45 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 20,000.0 $396K 0.00% NEW $19.81 +107.2%
882 VISN COMMSCOPE HLDG CO INC Technology 21,753.0 $394K 0.00% NEW $18.13 -33.4%
883 TECK TECK RESOURCES LTD Basic Materials 7,763.0 $372K 0.00% NEW $47.89 +25.7%
884 SAFEHOLD INC 27,000.0 $370K 0.00% NEW $13.69
885 AMG AFFILIATED MANAGERS GROUP IN Financial Services 1,281.0 $369K 0.00% NEW $288.28 +18.0%
886 DOCU DOCUSIGN INC Technology 5,337.0 $365K 0.00% NEW $68.40 -33.1%
887 MHO M/I HOMES INC Consumer Cyclical 2,781.0 $356K 0.00% NEW $127.95 +21.8%
888 RIOT RIOT PLATFORMS INC Financial Services 27,787.0 $352K 0.00% NEW $12.67 +84.1%
889 BIDU BAIDU INC Communication Services 2,683.0 $351K 0.00% NEW $130.66 -13.7%
890 ASTS AST SPACEMOBILE INC Technology 4,752.0 $345K 0.00% NEW $72.63 +17.1%
891 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,882.0 $344K 0.00% NEW $70.53 +7.2%
892 GPRE GREEN PLAINS INC Basic Materials 34,300.0 $336K 0.00% NEW $9.80 +63.5%
893 BANR BANNER CORP Financial Services 5,200.0 $326K 0.00% NEW $62.66 +6.9%
894 LPLA LPL FINL HLDGS INC Financial Services 897.0 $320K 0.00% NEW $357.17 -17.7%
895 ITA ISHARES TR 1,461.0 $317K 0.00% NEW $217.31 +14.2%
896 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 6,356.0 $311K 0.00% NEW $48.94 +7.8%
897 NAIL DBX ETF TR 6,127.0 $311K 0.00% NEW $50.74 -6.6%
898 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 7,730.0 $304K 0.00% NEW $39.30 +55.4%
899 SMH VANECK ETF TRUST 831.0 $299K 0.00% NEW $360.13 +67.8%
900 MASI MASIMO CORP Healthcare 2,286.0 $297K 0.00% NEW $130.06 +38.4%
Page 45 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%