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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 48 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 281.0 $170K 0.00% NEW $603.28 +16.0%
942 BORR DRILLING LTD 40,777.0 $167K 0.00% NEW $4.10
943 MCHI ISHARES TR 2,782.0 $167K 0.00% NEW $60.07 -14.9%
944 NCNO NCINO INC Technology 6,513.0 $167K 0.00% NEW $25.64 -32.8%
945 GWRE GUIDEWIRE SOFTWARE INC Technology 827.0 $166K 0.00% NEW $201.01 -36.1%
946 FSV FIRSTSERVICE CORP NEW Real Estate 1,060.0 $165K 0.00% NEW $155.53 -8.0%
947 SSRM SSR MINING IN Basic Materials 7,500.0 $164K 0.00% NEW $21.92 +36.3%
948 BYND BEYOND MEAT INC Consumer Defensive 200,000.0 $164K 0.00% NEW $0.82 -7.5%
949 BYND PUT BEYOND MEAT INC Consumer Defensive 200,000.0 $164K 0.00% NEW $0.82 -7.5%
950 ARKK ARK ETF TR 2,132.0 $164K 0.00% NEW $76.92 +7.0%
951 XPEV XPENG INC Consumer Cyclical 7,964.0 $162K 0.00% NEW $20.28 -34.4%
952 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 2,575.0 $161K 0.00% NEW $62.66 +25.5%
953 OSIS OSI SYSTEMS INC Technology 630.0 $161K 0.00% NEW $255.06 -15.7%
954 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 7,400.0 $160K 0.00% NEW $21.56 -32.9%
955 BILI BILIBILI INC Technology 6,352.0 $156K 0.00% NEW $24.59 -29.1%
956 LEN LENNAR CORP Consumer Cyclical 1,508.0 $155K 0.00% NEW $102.80 -14.7%
957 ARTY ISHARES TR 3,158.0 $154K 0.00% NEW $48.84 +49.8%
958 PALL ABRDN PALLADIUM ETF TRUST Financial Services 1,000.0 $150K 0.00% NEW $150.06 -84.8%
959 MGK VANGUARD WORLD FD 356.0 $148K 0.00% NEW $416.58 -78.9%
960 KASPI KZ JSC 1,838.0 $145K 0.00% NEW $79.11
Page 48 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%