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NATIXIS

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1274981

$24.84B

disclosed book value

1,115

positions

11.9%

largest position share

Positions, as of 2026-06-30

top 100 of 1,115 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS4.3M$2.96B11.9%
2NVDANVIDIA CORPORATIONPUT8.2M$1.64B6.6%
3NVDANVIDIA CORPORATION5.4M$1.09B4.4%
4METAMETA PLATFORMS INC1.5M$852.7M3.4%
5GOOGLALPHABET INC2.2M$789.5M3.2%
6AAPLAPPLE INC2.6M$761.7M3.1%
7MUMICRON TECHNOLOGY INC605,581$699.0M2.8%
8MSFTMICROSOFT CORP1.6M$578.8M2.3%
9SPYSTATE STR SPDR S&P 500 ETF T560,150$418.3M1.7%
10SPYMSPDR SERIES TRUST4.7M$409.9M1.7%
11ETENERGY TRANSFER L P21.4M$409.2M1.6%
12QQQINVESCO QQQ TR512,071$377.1M1.5%
13AVGOBROADCOM INC991,580$374.6M1.5%
14JPMJPMORGAN CHASE & CO1.1M$372.1M1.5%
15QQQINVESCO QQQ TRPUT495,000$364.5M1.5%
16QQQINVESCO QQQ TRCALL482,500$355.3M1.4%
17ORCLORACLE CORP1.9M$274.7M1.1%
18GOOGALPHABET INC752,229$265.8M1.1%
19IWMISHARES TRPUT752,500$226.1M0.9%
20TSLATESLA INCPUT526,000$221.2M0.9%
21JNJJOHNSON & JOHNSON707,790$179.8M0.7%
22TSLATESLA INC421,796$177.4M0.7%
23CSCOCISCO SYS INC1.4M$169.0M0.7%
24LLYELI LILLY & CO133,441$160.1M0.6%
25BMYBRISTOL-MYERS SQUIBB CO2.5M$145.2M0.6%
26POLESTAR AUTOMOTIVE HLDG UK7.6M$143.4M0.6%
27MRVLMARVELL TECHNOLOGY INC478,465$142.5M0.6%
28XLFSELECT SECTOR SPDR TR2.5M$135.3M0.5%
29AMDADVANCED MICRO DEVICES INC227,924$132.4M0.5%
30IWMISHARES TRCALL415,000$124.7M0.5%
31TMOTHERMO FISHER SCIENTIFIC INC241,128$120.9M0.5%
32EXMOCEXXON MOBIL CORPCALL840,000$114.8M0.5%
33XLPSELECT SECTOR SPDR TR1.4M$112.7M0.5%
34XLBSELECT SECTOR SPDR TR2.2M$112.1M0.5%
35EBAYEBAY INC.968,315$108.2M0.4%
36PLDPROLOGIS INC.783,026$106.1M0.4%
37ORCLORACLE CORPPUT688,000$100.8M0.4%
38DISDISNEY WALT CO1.0M$100.5M0.4%
39UNHUNITEDHEALTH GROUP INC219,743$91.3M0.4%
40PMPHILIP MORRIS INTL INC498,357$90.2M0.4%
41CMCSACOMCAST CORP NEW3.5M$86.7M0.3%
42EQIXEQUINIX INC80,981$84.4M0.3%
43MSFTMICROSOFT CORPPUT225,000$83.9M0.3%
44WELLWELLTOWER INC368,550$83.6M0.3%
45COINCOINBASE GLOBAL INC569,613$83.3M0.3%
46XBISPDR SERIES TRUST492,616$78.0M0.3%
47AWKAMERICAN WTR WKS CO INC NEW586,892$77.2M0.3%
48MSTRSTRATEGY INC852,901$74.1M0.3%
49SNDKSANDISK CORP32,172$73.2M0.3%
50DHRDANAHER CORP DEL381,030$72.6M0.3%
51CRSCARPENTER TECHNOLOGY CORP112,699$69.5M0.3%
52TERTERADYNE INC140,289$67.9M0.3%
53ABBVABBVIE INC267,055$67.2M0.3%
54XLVSELECT SECTOR SPDR TR419,940$66.6M0.3%
55VICIVICI PPTYS INC2.5M$65.6M0.3%
56XLISELECT SECTOR SPDR TR351,091$65.0M0.3%
57LMTLOCKHEED MARTIN CORP126,380$64.4M0.3%
58SPYSTATE STR SPDR S&P 500 ETF TPUT80,000$59.7M0.2%
59DLTRDOLLAR TREE INC493,031$59.6M0.2%
60MCKMCKESSON CORP77,779$58.8M0.2%
61CAHCARDINAL HEALTH INC244,135$58.0M0.2%
62CARAVIS BUDGET GROUP INC384,864$56.9M0.2%
63AMDADVANCED MICRO DEVICES INCPUT97,000$56.3M0.2%
64HLTHILTON WORLDWIDE HLDGS INC167,822$55.5M0.2%
65COINCOINBASE GLOBAL INCPUT376,200$55.0M0.2%
66URIUNITED RENTALS INC47,118$53.4M0.2%
67XLCSELECT SECTOR SPDR TR493,441$52.9M0.2%
68CATCATERPILLAR INC47,798$50.9M0.2%
69CDNSCADENCE DESIGN SYSTEM INC134,630$50.5M0.2%
70CMICUMMINS INC70,328$50.2M0.2%
71SPGSIMON PPTY GROUP INC NEW222,710$49.8M0.2%
72EA*ELECTRONIC ARTS INC239,924$49.2M0.2%
73BACBANK OF AMER CORP852,424$48.6M0.2%
74XMESPDR SERIES TRUST453,815$48.5M0.2%
75EMEEMCOR GROUP INC57,923$48.1M0.2%
76USBUS BANCORP789,340$47.7M0.2%
77CRMSALESFORCE INC303,982$47.6M0.2%
78XLYSELECT SECTOR SPDR TR401,677$47.1M0.2%
79SYKSTRYKER CORPORATION144,712$45.6M0.2%
80NVDANVIDIA CORPORATIONCALL225,000$45.0M0.2%
81RJFRAYMOND JAMES FINL INC293,048$44.6M0.2%
82PWRQUANTA SVCS INC61,320$44.2M0.2%
83XRTSPDR SERIES TRUST501,529$44.0M0.2%
84AXPAMERICAN EXPRESS CO128,259$43.4M0.2%
85PCGPG&E CORP2.6M$43.3M0.2%
86ITWILLINOIS TOOL WKS INC159,888$43.2M0.2%
87HONEYWELL INTL INC189,354$42.4M0.2%
88MSTRSTRATEGY INCPUT474,900$41.3M0.2%
89XHBSPDR SERIES TRUST353,018$40.8M0.2%
90QCOMQUALCOMM INC214,440$39.6M0.2%
91NVONOVO-NORDISK A S824,229$39.5M0.2%
92PENPENUMBRA INC124,458$39.3M0.2%
93HONEYWELL AEROSPACE INC177,269$39.2M0.2%
94AMPAMERIPRISE FINL INC85,246$39.1M0.2%
95WFCWELLS FARGO & CO464,468$38.4M0.2%
96AESAES CORP2.6M$38.3M0.2%
97CARRCARRIER GLOBAL CORPORATION519,093$38.1M0.2%
98PGRPROGRESSIVE CORP169,619$37.1M0.1%
99XLUSELECT SECTOR SPDR TR809,347$36.7M0.1%
100ELLAUDER ESTEE COS INC464,255$36.7M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.