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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 4 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LMT LOCKHEED MARTIN CORP Industrials 7,132.0 $4.3M 0.05% +704.0 +10.9% $604.42 -13.5%
62 DG DOLLAR GEN CORP Consumer Defensive 35,708.0 $4.2M 0.05% +20K +132.4% $118.73 -11.5%
63 VOO VANGUARD INDEX FDS 7,035.0 $4.2M 0.05% +695.0 +11.0% $597.58 +14.3%
64 WTRG ESSENTIAL UTILS INC Utilities 104,020.0 $4.2M 0.05% +11K +11.9% $40.27 -9.3%
65 FDS FACTSET RESH SYS INC Financial Services 19,143.0 $4.2M 0.05% +12K +153.9% $216.99 +3.7%
66 TJX TJX COS INC NEW Consumer Cyclical 24,282.0 $3.9M 0.04% +4K +21.6% $159.70 -0.3%
67 GS GOLDMAN SACHS GROUP INC Financial Services 4,446.0 $3.8M 0.04% +531.0 +13.6% $846.04 +16.8%
68 ALV AUTOLIV INC Consumer Cyclical 35,301.0 $3.7M 0.04% +6K +19.6% $105.16 +14.3%
69 PSX PHILLIPS 66 Energy 18,244.0 $3.3M 0.04% +5K +34.2% $182.18 -1.6%
70 WDAY WORKDAY INC Technology 25,206.0 $3.3M 0.04% +1K +5.7% $129.92 -2.5%
71 PM PHILIP MORRIS INTL INC Consumer Defensive 18,727.0 $3.1M 0.04% +5K +34.4% $165.34 +14.1%
72 EOG EOG RES INC Energy 20,883.0 $3.0M 0.03% +3K +13.7% $144.57 -3.2%
73 MCK MCKESSON CORP Healthcare 3,388.0 $2.9M 0.03% +912.0 +36.8% $865.47 -11.4%
74 MSTR STRATEGY INC Technology 23,162.0 $2.9M 0.03% +7K +47.1% $124.80 +32.1%
75 RSG REPUBLIC SVCS INC Industrials 13,105.0 $2.9M 0.03% +3K +26.7% $219.03 -3.1%
76 PRU PRUDENTIAL FINL INC Financial Services 29,171.0 $2.8M 0.03% +5K +18.9% $97.69 +5.7%
77 ITW ILLINOIS TOOL WKS INC Industrials 10,839.0 $2.8M 0.03% +6K +116.0% $260.29 -4.0%
78 SOFI SOFI TECHNOLOGIES INC Financial Services 169,720.0 $2.7M 0.03% +38K +28.6% $15.88 -1.2%
79 ROST ROSS STORES INC Consumer Cyclical 12,318.0 $2.7M 0.03% +1K +12.3% $216.63 -1.8%
80 MCO MOODYS CORP Financial Services 5,961.0 $2.6M 0.03% +1K +25.8% $436.25 +2.1%
Page 4 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%