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Portfolio (Quarterly) Guide ↗

GATEWAY INVESTMENT ADVISERS LLC

· CIK 0001114618
13F Portfolio $9.0B AUM 684 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 149 New 267 Added 247 Reduced 46 Exited
Page 13 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DLR DIGITAL RLTY TR INC Real Estate 2,313.0 $417K 0.01% +534.0 +30.0% $180.21 +7.8%
242 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,487.0 $409K 0.01% +597.0 +67.1% $275.18 -7.7%
243 LECO LINCOLN ELEC HLDGS INC Industrials 1,595.0 $397K 0.00% +388.0 +32.1% $249.13 +4.4%
244 SLB SLB LIMITED Energy 7,488.0 $385K 0.00% +1K +24.5% $51.39 +11.5%
245 BRO BROWN & BROWN INC Financial Services 5,844.0 $381K 0.00% +721.0 +14.1% $65.21 -10.3%
246 PCAR PACCAR INC Industrials 3,204.0 $370K 0.00% +802.0 +33.4% $115.50 -5.3%
247 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,098.0 $369K 0.00% +1K +39.1% $90.11 +14.1%
248 HPQ HP INC Technology 19,081.0 $367K 0.00% +8K +70.1% $19.21 +14.0%
249 THC TENET HEALTHCARE CORP Healthcare 1,931.0 $364K 0.00% +628.0 +48.2% $188.71 -0.7%
250 DTM DT MIDSTREAM INC Energy 2,645.0 $356K 0.00% +42.0 +1.6% $134.67 +10.8%
251 VALE VALE S A Basic Materials 21,788.0 $347K 0.00% +861.0 +4.1% $15.91 +2.8%
252 ECL ECOLAB INC Basic Materials 1,267.0 $337K 0.00% +243.0 +23.7% $266.02 -6.0%
253 TKO TKO GROUP HOLDINGS INC Communication Services 1,659.0 $335K 0.00% +30.0 +1.8% $201.65 -3.7%
254 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,592.0 $332K 0.00% +405.0 +12.7% $92.31 +0.0%
255 ES EVERSOURCE ENERGY Utilities 4,711.0 $326K 0.00% +2K +57.1% $69.28 +0.5%
256 BDX BECTON DICKINSON & CO Healthcare 1,992.0 $313K 0.00% +956.0 +92.3% $157.23 -7.0%
257 TXT TEXTRON INC Industrials 3,572.0 $313K 0.00% +1K +45.7% $87.56 +2.2%
258 AMERICA MOVIL SAB DE CV 12,260.0 $312K 0.00% +148.0 +1.2% $25.48
259 D DOMINION ENERGY INC Utilities 5,053.0 $312K 0.00% +1K +32.4% $61.82 +10.5%
260 CSL CARLISLE COS INC Industrials 929.0 $310K 0.00% +49.0 +5.6% $333.62 -0.4%
Page 13 of 14  ·  267 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 35.9%
Financial Services 11.1%
Communication Services 11.1%
Consumer Cyclical 10.2%
Healthcare 9.5%
Industrials 9.3%
Consumer Defensive 4.2%
Energy 3.8%
Utilities 2.5%
Basic Materials 1.6%