Natixis
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$28B
Holdings
1,067
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +9.0% (48.0k → 52.3k shares)
13.7%
02
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (31.2k shares)
13.0%
03
$AAPL
APPLE INC
Q1 2026: Sold 91.8% (210.6k → 17.4k shares)
4.2%
04
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
3.6%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 94.7% (141.8k → 7.6k shares)
3.6%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (8.9k shares)
2.7%
07
$META
META PLATFORMS INC
Q4 2025: Sold 98.4% (1.23M → 19.7k shares)
2.7%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 94.4% (124.0k → 6.9k shares)
2.5%
09
$TSLA
TESLA INC
Q4 2025: Exited (was 2.65M shares)
2.1%
10
$AVGO
BROADCOM INC
Q4 2025: Sold 95.5% (2.96M → 133.9k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.