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Asset Manager ← All Institutions

NATIXIS ADVISORS, LLC

Q2 2025 · Filed 2025-08-13
Market Value
$62M
+16.6%
Holdings
1,672
+9
New Purchases
107
Added To
898
Closed
115
Reduced
550
Top 10 Concentration
24.2%
Turnover
13.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.37% 3.04% +1.33% $3M
MSFT 4.88% 3.59% +1.29% $3M
AVGO 1.57% 0.91% +0.66% $982K
META 2.35% 2.01% +0.34% $1M
NFLX 1.22% 0.97% +0.24% $759K
NGG 0.24% 0.01% +0.22% $147K
ORCL 0.80% 0.59% +0.21% $501K
AMZN 3.00% 2.80% +0.20% $2M
VOO 0.91% 0.71% +0.20% $569K
TSM 0.89% 0.71% +0.18% $555K
ETN 0.47% 0.30% +0.17% $292K
GE 0.41% 0.25% +0.16% $258K
TSLA 0.87% 0.72% +0.15% $542K
COF 0.20% 0.06% +0.15% $126K
NOW 0.56% 0.42% +0.14% $347K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.57% 3.62% -1.05% $2M
UNH 0.22% 0.67% -0.45% $135K
V 1.40% 1.67% -0.27% $875K
SPLG 0.36% 0.61% -0.25% $225K
LLY 0.79% 1.00% -0.21% $493K
IWF 0.19% 0.39% -0.20% $116K
TMO 0.26% 0.46% -0.20% $165K
XOM 0.61% 0.79% -0.17% $383K
BRK-B 0.64% 0.81% -0.17% $398K
VRTX 0.39% 0.54% -0.16% $241K
EFA 0.20% 0.35% -0.15% $124K
BDX 0.05% 0.19% -0.14% $29K
CRM 0.43% 0.56% -0.14% $265K
IWD 0.20% 0.33% -0.13% $124K
PLD 0.14% 0.27% -0.13% $86K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $29M 46.3%
Large Cap 857 $30M 48.6%
Mid Cap 591 $3M 4.7%
Small Cap 141 $179K 0.3%
Micro Cap 5 $999 0.0%

Portfolio Analytics

Avg Market Cap
$62.4B
Median Market Cap
$12.5B
Avg P/E
33.3
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
1,483
# ETFs / Funds
189

Top Holdings (1,672 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.88% 6,126,954 $3M $0.50 $1M +1,003,043 +19.6%
2 NVDA 4.37% 17,262,446 $3M $0.16 $1M +2,232,070 +14.8%
3 AMZN 3.00% 8,533,075 $2M $0.22 $374K +661,181 +8.4%
4 AAPL 2.57% 7,808,792 $2M $0.21 -$333K -903,194 -10.4%
5 META 2.35% 1,987,127 $1M $0.74 $392K +122,080 +6.5%
6 AVGO 1.57% 3,560,888 $982K $0.28 $495K +653,911 +22.5%
7 GOOGL 1.55% 5,482,888 $966K $0.18 $180K +400,402 +7.9%
8 V 1.40% 2,463,570 $875K $0.36 -$20K -88,210 -3.5%
9 VO 1.24% 2,761,367 $773K $0.28 $145K +333,426 +13.7%
10 NFLX 1.22% 566,789 $759K $1.34 $239K +8,780 +1.6%
11 SCZ 1.18% 10,146,560 $737K $0.07 $122K +462,883 +4.8%
12 JPM 1.09% 2,337,343 $678K $0.29 $139K +143,203 +6.5%
13 VTWO 1.01% 7,245,779 $632K $0.09 $145K +1,208,964 +20.0%
14 GOOG 0.97% 3,402,361 $604K $0.18 $93K +132,078 +4.0%
15 VOO 0.91% 1,001,434 $569K $0.57 $187K +258,783 +34.9%
16 TSM 0.89% 2,451,387 $555K $0.23 $176K +167,478 +7.3%
17 TSLA 0.87% 1,705,211 $542K $0.32 $157K +222,245 +15.0%
18 ORCL 0.80% 2,293,038 $501K $0.22 $184K +24,109 +1.1%
19 LLY 0.79% 632,072 $493K $0.78 -$41K -13,774 -2.1%
20 BRK-B 0.64% 818,327 $398K $0.49 -$35K +6,813 +0.8%
21 LIN 0.61% 817,240 $383K $0.47 $81K +167,110 +25.7%
22 XOM 0.61% 3,552,049 $383K $0.11 -$38K +9,192 +0.3%
23 MA 0.61% 676,766 $380K $0.56 $33K +43,661 +6.9%
24 NOW 0.56% 337,171 $347K $1.03 $124K +57,482 +20.6%
25 BA 0.56% 1,653,857 $347K $0.21 $91K +154,650 +10.3%
26 ICE 0.53% 1,795,217 $329K $0.18 $2K -102,725 -5.4%
27 HD 0.52% 887,446 $325K $0.37 $37K +100,643 +12.8%
28 PG 0.51% 1,983,238 $316K $0.16 $25K +275,876 +16.2%
29 VUG 0.49% 694,588 $305K $0.44 $90K +116,600 +20.2%
30 BAC 0.49% 6,433,622 $304K $0.05 $37K +21,480 +0.3%
31 COST 0.49% 306,615 $304K $0.99 $25K +12,205 +4.2%
32 APH 0.48% 3,061,298 $302K $0.10 $115K +210,746 +7.4%
33 ISRG 0.48% 554,244 $301K $0.54 $43K +33,160 +6.4%
34 GS 0.48% 422,023 $299K $0.71 $69K +1,348 +0.3%
35 ETN 0.47% 817,941 $292K $0.36 $133K +231,974 +39.6%
36 VSS 0.46% 2,150,047 $289K $0.13 $26K -124,619 -5.5%
37 DIS 0.43% 2,176,582 $270K $0.12 $49K -60,551 -2.7%
38 BSX 0.43% 2,504,861 $269K $0.11 $50K +338,446 +15.6%
39 WFC 0.43% 3,343,226 $268K $0.08 $84K +775,283 +30.2%
40 CRM 0.43% 972,534 $265K $0.27 -$36K -149,865 -13.3%
41 PM 0.42% 1,450,258 $264K $0.18 $85K +319,158 +28.2%
42 GE 0.41% 1,004,151 $258K $0.26 $123K +325,184 +47.9%
43 KO 0.40% 3,513,745 $249K $0.07 $8K +155,963 +4.6%
44 MCD 0.39% 843,449 $246K $0.29 -$4K +43,306 +5.4%
45 ABBV 0.39% 1,301,754 $242K $0.19 -$28K +14,386 +1.1%
46 VRTX 0.39% 540,530 $241K $0.45 -$51K -60,657 -10.1%
47 CSCO 0.38% 3,448,730 $239K $0.07 $28K +28,909 +0.8%
48 INTU 0.38% 299,886 $236K $0.79 $81K +47,400 +18.8%
49 ABT 0.38% 1,729,787 $235K $0.14 $22K +124,984 +7.8%
50 ADI 0.37% 977,506 $233K $0.24 $43K +38,793 +4.1%
51 WMT 0.36% 2,310,503 $226K $0.10 $47K +269,583 +13.2%
52 SPLG 0.36% 3,096,749 $225K $0.07 -$102K -1,878,361 -37.8%
53 AXP 0.34% 674,325 $215K $0.32 $49K +55,204 +8.9%
54 RTX 0.34% 1,459,899 $213K $0.15 $33K +101,276 +7.5%
55 CB 0.34% 723,646 $210K $0.29 $25K +112,701 +18.4%
56 MDT 0.33% 2,377,231 $207K $0.09 $40K +511,494 +27.4%
57 QCOM 0.33% 1,301,035 $207K $0.16 $32K +160,728 +14.1%
58 PGR 0.33% 774,570 $207K $0.27 -$18K -19,457 -2.5%
59 ACN 0.33% 682,235 $204K $0.30 -$6K +8,854 +1.3%
60 JNJ 0.32% 1,306,987 $200K $0.15 -$16K +3,747 +0.3%
61 IBM 0.31% 664,298 $196K $0.29 $33K +8,757 +1.3%
62 NVO 0.31% 2,833,071 $196K $0.07 -$7K -81,033 -2.8%
63 ORLY 0.31% 2,130,407 $192K $0.09 -$4K +1,993,719 +1458.6%
64 MDLZ 0.30% 2,780,580 $188K $0.07 -$14K -189,933 -6.4%
65 HDB 0.29% 2,391,439 $183K $0.08 $35K +152,879 +6.8%
66 SCHW 0.29% 2,006,333 $183K $0.09 $62K +458,901 +29.7%
67 TJX 0.29% 1,453,685 $180K $0.12 $14K +97,352 +7.2%
68 MMC 0.28% 810,004 $177K $0.22 -$19K +5,251 +0.7%
69 DE 0.28% 347,139 $177K $0.51 $32K +39,130 +12.7%
70 TXN 0.28% 836,647 $174K $0.21 $29K +28,667 +3.5%
71 BCS 0.28% 9,337,153 $174K $0.02 $37K +444,387 +5.0%
72 CBRE 0.28% 1,228,293 $172K $0.14 $19K +59,005 +5.0%
73 AMAT 0.28% 939,107 $172K $0.18 $58K +154,728 +19.7%
74 SHOP 0.26% 1,432,584 $165K $0.12 $22K -66,643 -4.5%
75 TMO 0.26% 406,437 $165K $0.41 -$83K -90,883 -18.3%
76 COP 0.26% 1,836,016 $165K $0.09 -$3K +237,751 +14.9%
77 ACGL 0.26% 1,782,097 $162K $0.09 $20K +306,481 +20.8%
78 AMD 0.26% 1,138,824 $162K $0.14 $79K +338,528 +42.3%
79 ANET 0.26% 1,568,764 $160K $0.10 $53K +181,780 +13.1%
80 ASML 0.26% 199,475 $160K $0.80 $46K +27,701 +16.1%
81 CVX 0.25% 1,110,633 $159K $0.14 -$37K -61,594 -5.2%
82 MUFG 0.25% 11,522,181 $158K $0.01 $11K +765,616 +7.1%
83 C 0.25% 1,856,220 $158K $0.09 $33K +99,253 +5.7%
84 ADSK 0.25% 499,175 $155K $0.31 $36K +45,332 +10.0%
85 MRK 0.25% 1,939,208 $154K $0.08 $22K +475,556 +32.5%
86 SPOT 0.25% 199,517 $153K $0.77 $90K +84,716 +73.8%
87 PLTR 0.25% 1,121,544 $153K $0.14 $90K +381,823 +51.6%
88 SPGI 0.24% 289,048 $152K $0.53 $21K +30,861 +11.9%
89 MS 0.24% 1,078,625 $152K $0.14 $28K +18,006 +1.7%
90 IWR 0.24% 1,630,714 $150K $0.09 -$9K -242,238 -12.9%
91 SBUX 0.24% 1,610,998 $148K $0.09 -$10K +1,932 +0.1%
92 MCK 0.24% 201,189 $147K $0.73 $7K -7,842 -3.8%
93 NGG 0.24% 1,974,159 $147K $0.07 $140K +1,874,873 +1888.4%
94 SONY 0.23% 5,615,401 $146K $0.03 $94K +3,557,003 +172.8%
95 WM 0.23% 629,610 $144K $0.23 $7K +38,502 +6.5%
96 BTI 0.23% 3,025,783 $143K $0.05 $19K +31,480 +1.1%
97 HWM 0.23% 760,613 $142K $0.19 $40K -18,673 -2.4%
98 GEV 0.23% 265,528 $141K $0.53 $71K +38,082 +16.7%
99 TT 0.22% 315,376 $138K $0.44 $49K +51,020 +19.3%
100 ZTS 0.22% 878,982 $137K $0.16 -$17K -56,943 -6.1%

New Positions

SymbolValue% Port
FICO $21K 0.03%
SYBT $18K 0.03%
CLS $14K 0.02%
NET $7K 0.01%
COIN $4K 0.01%
IWV $4K 0.01%
STRL $4K 0.01%
AVAV $3K 0.01%
ALNY $3K 0.01%
OKTA $2K —%
SN $2K —%
TMDX $2K —%
ELF $2K —%
RSP $2K —%
LANC $2K —%

Sold Out Positions

SymbolValue% Port
ESTC —%
YETI —%
AA —%
DAC —%
WU —%
HP —%
AWR —%
WD —%
HUBS —%
ABR —%
CPRI —%
DXC —%
ENS —%
AAT —%
DAVA —%
View SEC EDGAR Filings for NATIXIS ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms