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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 50 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 BHP BHP GROUP LTD Basic Materials 1,274.0 $77K NEW $60.37 +36.2%
982 SEMLER SCIENTIFIC INC 5,023.0 $77K NEW $15.29
983 FLR FLUOR CORP NEW Industrials 1,933.0 $77K NEW $39.63 +27.0%
984 LIBERTY MEDIA CORP DEL 775.0 $76K NEW $98.51
985 VIS VANGUARD WORLD FD 253.0 $75K NEW $298.38 +19.3%
986 CNX CNX RES CORP Energy 2,020.0 $74K NEW $36.77 -8.8%
987 GLNG GOLAR LNG LTD Energy 1,943.0 $72K NEW $37.21 +33.6%
988 INHIBRX BIOSCIENCES INC 889.0 $70K NEW $79.00
989 TFII TFI INTL INC Industrials 667.0 $69K NEW $103.35 +37.1%
990 FXD FIRST TR EXCHANGE TRADED FD 980.0 $68K NEW $69.17 -0.2%
991 CVLT COMMVAULT SYS INC Technology 536.0 $67K NEW $125.36 +17.3%
992 PRA PROASSURANCE CORP Financial Services 2,777.0 $67K NEW $24.16 +3.5%
993 PPTA PERPETUA RESOURCES CORP Basic Materials 2,728.0 $66K NEW $24.21 -13.3%
994 MWA MUELLER WTR PRODS INC Industrials 2,641.0 $63K NEW $23.82 +5.4%
995 BNTX BIONTECH SE Healthcare 635.0 $60K NEW $95.20 -1.3%
996 ITRI ITRON INC Technology 638.0 $59K NEW $92.86 -9.0%
997 RDW REDWIRE CORPORATION Industrials 7,354.0 $59K NEW $7.99 +49.8%
998 XXI TWENTY ONE CAP INC Financial Services 5,373.0 $49K NEW $9.15 -41.2%
999 QBTS D-WAVE QUANTUM INC Technology 1,880.0 $49K NEW $26.15 -10.1%
1000 QLYS QUALYS INC Technology 369.0 $49K NEW $132.90 +7.9%
Page 50 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%