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Asset Manager ← All Institutions

NATIXIS ADVISORS, LLC

Q4 2025 · Filed 2026-02-10
Market Value
$70M
+2.8%
Holdings
1,715
+55
New Purchases
131
Added To
715
Closed
166
Reduced
699
Top 10 Concentration
26.5%
Turnover
17.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.63% 2.01% +0.62% $2M
AAPL 3.92% 3.47% +0.45% $3M
GOOG 1.69% 1.30% +0.39% $1M
LLY 1.12% 0.79% +0.34% $783K
TOTB.DE 0.22% 0.00% +0.22% $155K
VUG 0.23% 0.05% +0.18% $163K
MU 0.34% 0.17% +0.17% $236K
TD 0.17% 0.01% +0.16% $121K
MFG 0.17% 0.02% +0.15% $121K
SCZ 1.24% 1.09% +0.15% $863K
TMO 0.49% 0.35% +0.14% $341K
AVGO 1.94% 1.80% +0.14% $1M
HLN 0.15% 0.02% +0.12% $101K
RIO 0.18% 0.06% +0.12% $127K
AMD 0.42% 0.31% +0.12% $295K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 4.29% 4.79% -0.51% $3M
META 1.76% 2.23% -0.47% $1M
ORCL 0.59% 0.94% -0.35% $409K
NFLX 0.67% 0.98% -0.31% $468K
MUFG 0.06% 0.31% -0.25% $40K
NVDA 4.68% 4.91% -0.23% $3M
TTE 0.00% 0.20% -0.20% $0
LIN 0.44% 0.62% -0.17% $309K
PG 0.31% 0.47% -0.16% $219K
HD 0.40% 0.56% -0.15% $281K
MSI 0.05% 0.19% -0.14% $33K
MDLZ 0.13% 0.26% -0.14% $89K
UL 0.00% 0.11% -0.11% $0
SPOT 0.06% 0.16% -0.10% $41K
VTHR 0.00% 0.10% -0.10% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $34M 49.0%
Large Cap 884 $32M 46.1%
Mid Cap 611 $3M 4.7%
Small Cap 136 $141K 0.2%
Micro Cap 6 $5K 0.0%

Portfolio Analytics

Avg Market Cap
$61.5B
Median Market Cap
$12.5B
Avg P/E
33.2
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
1,445
# ETFs / Funds
270

Top Holdings (1,715 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.68% 17,481,116 $3M $0.19 -$66K -343,904 -1.9%
2 MSFT 4.29% 6,172,577 $3M $0.48 -$264K -100,439 -1.6%
3 AAPL 3.92% 10,042,236 $3M $0.27 $376K +796,508 +8.6%
4 AMZN 3.00% 9,060,919 $2M $0.23 $133K +142,960 +1.6%
5 GOOGL 2.63% 5,848,140 $2M $0.31 $472K +259,302 +4.6%
6 AVGO 1.94% 3,898,757 $1M $0.35 $131K +204,366 +5.5%
7 META 1.76% 1,857,509 $1M $0.66 -$285K -200,606 -9.8%
8 GOOG 1.69% 3,746,494 $1M $0.31 $298K +142,585 +4.0%
9 VO 1.40% 3,360,803 $975K $0.29 $70K +278,892 +9.1%
10 SCZ 1.24% 11,131,682 $863K $0.08 $123K +1,490,692 +15.5%
11 V 1.20% 2,377,478 $834K $0.35 -$18K -118,924 -4.8%
12 TSLA 1.17% 1,815,400 $816K $0.45 $22K +28,857 +1.6%
13 LLY 1.12% 728,451 $783K $1.07 $248K +27,789 +4.0%
14 TSM 1.03% 2,361,947 $718K $0.30 $31K -96,744 -3.9%
15 JPM 1.03% 2,215,976 $714K $0.32 -$7K -69,312 -3.0%
16 VOO 0.95% 1,055,011 $662K $0.63 -$17K -52,713 -4.8%
17 VTWO 0.84% 5,860,950 $583K $0.10 $37K +281,079 +5.0%
18 XOM 0.71% 4,112,155 $495K $0.12 $56K +221,871 +5.7%
19 NFLX 0.67% 4,989,919 $468K $0.09 -$199K +4,433,837 +797.3%
20 BRK-B 0.64% 887,225 $446K $0.50 $18K +36,598 +4.3%
21 ORCL 0.59% 2,097,721 $409K $0.19 -$228K -168,443 -7.4%
22 APH 0.59% 3,015,251 $407K $0.14 -$10K -354,595 -10.5%
23 BAC 0.57% 7,231,654 $398K $0.06 $39K +272,571 +3.9%
24 MA 0.55% 674,519 $385K $0.57 -$16K -30,359 -4.3%
25 BA 0.54% 1,726,366 $375K $0.22 $32K +138,924 +8.8%
26 GE 0.49% 1,108,949 $342K $0.31 $11K +8,976 +0.8%
27 TMO 0.49% 588,805 $341K $0.58 $107K +106,375 +22.1%
28 WFC 0.49% 3,644,124 $340K $0.09 $48K +161,239 +4.6%
29 GS 0.46% 368,197 $324K $0.88 -$1K -40,051 -9.8%
30 JNJ 0.46% 1,552,256 $321K $0.21 $42K +47,620 +3.2%
31 DFIS 0.46% 9,669,395 $319K $0.03 $66K +1,681,157 +21.1%
32 ICE 0.45% 1,948,635 $316K $0.16 $3K +93,291 +5.0%
33 LIN 0.44% 725,794 $309K $0.43 -$108K -153,381 -17.4%
34 NOW 0.43% 1,967,156 $301K $0.15 $19K +1,660,037 +540.5%
35 ABBV 0.43% 1,304,890 $298K $0.23 -$2K +7,705 +0.6%
36 CRM 0.43% 1,119,932 $297K $0.26 $64K +138,754 +14.1%
37 AMD 0.42% 1,376,848 $295K $0.21 $87K +91,755 +7.1%
38 ISRG 0.42% 511,913 $290K $0.57 $79K +39,563 +8.4%
39 MCD 0.42% 948,557 $290K $0.31 $12K +35,377 +3.9%
40 WMT 0.40% 2,529,236 $282K $0.11 $27K +54,859 +2.2%
41 HD 0.40% 817,843 $281K $0.34 -$95K -111,571 -12.0%
42 CSCO 0.40% 3,626,922 $279K $0.08 $33K +19,817 +0.6%
43 KO 0.39% 3,918,500 $274K $0.07 $41K +400,481 +11.4%
44 ADI 0.39% 1,002,286 $272K $0.27 $31K +23,531 +2.4%
45 VSS 0.39% 1,876,400 $269K $0.14 $4K +16,139 +0.9%
46 MRK 0.38% 2,527,577 $266K $0.11 $72K +217,330 +9.4%
47 SPLG 0.37% 3,241,367 $260K $0.08 $66K +766,257 +31.0%
48 MDT 0.37% 2,695,751 $259K $0.10 $10K +77,975 +3.0%
49 SHOP 0.37% 1,586,104 $255K $0.16 $36K +107,057 +7.2%
50 RTX 0.36% 1,355,182 $249K $0.18 $9K -78,464 -5.5%
51 ETN 0.35% 772,335 $246K $0.32 -$57K -36,977 -4.6%
52 DIS 0.35% 2,120,702 $241K $0.11 $4K +49,195 +2.4%
53 VRTX 0.34% 527,864 $239K $0.45 $29K -9,330 -1.7%
54 EFA 0.34% 2,472,657 $237K $0.10 $19K +130,880 +5.6%
55 CB 0.34% 758,580 $237K $0.31 $25K +8,041 +1.1%
56 MU 0.34% 826,487 $236K $0.29 $119K +125,615 +17.9%
57 QCOM 0.34% 1,378,975 $236K $0.17 $9K +14,567 +1.1%
58 PLTR 0.33% 1,285,401 $228K $0.18 -$7K -5,750 -0.5%
59 KLAC 0.33% 187,536 $228K $1.22 $84K +54,453 +40.9%
60 UNH 0.32% 673,771 $222K $0.33 -$31K -61,027 -8.3%
61 CVX 0.32% 1,454,176 $222K $0.15 -$3K +8,472 +0.6%
62 BCS 0.32% 8,666,470 $221K $0.03 $16K -1,220,180 -12.3%
63 PG 0.31% 1,526,320 $219K $0.14 -$102K -562,365 -26.9%
64 COST 0.31% 253,404 $219K $0.86 -$46K -32,763 -11.4%
65 TJX 0.31% 1,418,662 $218K $0.15 $11K -14,205 -1.0%
66 PM 0.31% 1,346,667 $216K $0.16 -$14K -73,389 -5.2%
67 CBRE 0.31% 1,328,728 $214K $0.16 $11K +39,929 +3.1%
68 ROST 0.31% 1,185,331 $214K $0.18 $47K +94,269 +8.6%
69 BSX 0.30% 2,208,640 $211K $0.10 -$34K -298,125 -11.9%
70 GEV 0.30% 319,222 $209K $0.65 $48K +58,797 +22.6%
71 ACGL 0.30% 2,146,087 $206K $0.10 $29K +195,068 +10.0%
72 C 0.29% 1,758,655 $205K $0.12 $15K -117,188 -6.2%
73 ANET 0.29% 1,534,883 $201K $0.13 -$26K -22,271 -1.4%
74 PGR 0.29% 882,915 $201K $0.23 $17K +136,231 +18.2%
75 UBS 0.29% 4,332,234 $201K $0.05 $50K +670,001 +18.3%
76 CAT 0.29% 346,912 $199K $0.57 $44K +23,192 +7.2%
77 ABT 0.29% 1,584,660 $199K $0.13 -$38K -184,696 -10.4%
78 IBM 0.28% 669,394 $198K $0.30 $13K +12,525 +1.9%
79 COP 0.28% 2,068,467 $194K $0.09 $5K +72,041 +3.6%
80 ASML 0.28% 179,963 $193K $1.07 $613 -18,285 -9.2%
81 HDB 0.27% 5,179,690 $189K $0.04 $19K +180,884 +3.6%
82 IWR 0.27% 1,961,998 $189K $0.10 $27K +282,376 +16.8%
83 MS 0.27% 1,059,010 $188K $0.18 $20K +3,871 +0.4%
84 INTU 0.27% 282,815 $187K $0.66 $3K +12,440 +4.6%
85 BTI 0.27% 3,266,600 $185K $0.06 $20K +164,798 +5.3%
86 ORLY 0.26% 1,984,106 $181K $0.09 -$43K -95,178 -4.6%
87 DE 0.26% 388,595 $181K $0.47 $24K +45,782 +13.3%
88 AMAT 0.26% 692,471 $178K $0.26 -$18K -264,915 -27.7%
89 AXP 0.25% 479,626 $177K $0.37 -$50K -203,889 -29.8%
90 DHR 0.25% 765,616 $175K $0.23 $52K +141,495 +22.7%
91 NGG 0.24% 2,187,358 $169K $0.08 $23K +176,215 +8.8%
92 BLK 0.24% 156,226 $167K $1.07 -$11K +3,765 +2.5%
93 SCHW 0.24% 1,659,434 $166K $0.10 -$25K -335,458 -16.8%
94 IWF 0.24% 349,850 $166K $0.47 $67K +138,756 +65.7%
95 VUG 0.23% 777,791 $163K $0.21 $125K +25,132 +3.3%
96 IEFA 0.23% 1,811,382 $162K $0.09 $20K +182,253 +11.2%
97 PH 0.23% 183,216 $161K $0.88 $19K -4,073 -2.2%
98 MMC 0.23% 863,503 $160K $0.19 $1K +74,059 +9.4%
99 IUSG 0.23% 939,473 $158K $0.17 $31K +166,655 +21.6%
100 ADSK 0.23% 532,446 $158K $0.30 -$9K +7,148 +1.4%

New Positions

SymbolValue% Port
TOTB.DE $155K 0.22%
TTAN $39K 0.06%
MDB $15K 0.02%
FCN $8K 0.01%
Q $8K 0.01%
WERN $6K 0.01%
SOLS $6K 0.01%
TTI $5K 0.01%
MDLN $5K 0.01%
GLD $4K 0.01%
MORN $3K —%
KRYS $3K —%
RDDT $2K —%
SPHQ $2K —%
MBB $2K —%

Sold Out Positions

SymbolValue% Port
DY —%
OC —%
CDE —%
AMN —%
BROS —%
USPH —%
BC —%
AFG —%
CWT —%
TFII —%
ARE —%
WD —%
TME —%
BAP —%
FMC —%
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