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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 14 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 9,445.0 $302K 0.00% +3K +36.1% $32.01 +2.5%
262 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,702.0 $288K 0.00% +1K +46.3% $61.35 -14.7%
263 CNH INDL N V 25,562.0 $281K 0.00% +6K +29.0% $11.00
264 INGR INGREDION INC Consumer Defensive 2,289.0 $258K 0.00% +79.0 +3.6% $112.68 -9.3%
265 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,157.0 $229K 0.00% +268.0 +30.1% $197.50 +19.8%
266 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,500.0 $226K 0.00% +192.0 +8.3% $90.42 -5.6%
267 LIBERTY MEDIA CORP DEL 2,626.0 $223K 0.00% +93.0 +3.7% $85.02
Page 14 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%