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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 6 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MSI MOTOROLA SOLUTIONS INC Technology 4,714.0 $2.0M 0.02% +498.0 +11.8% $433.98 -7.8%
102 BWXT BWX TECHNOLOGIES INC Industrials 9,899.0 $2.0M 0.02% +311.0 +3.2% $204.49 -1.0%
103 CELH CELSIUS HLDGS INC Consumer Defensive 56,205.0 $2.0M 0.02% +370.0 +0.7% $35.48 -16.3%
104 NRG NRG ENERGY INC Utilities 13,510.0 $2.0M 0.02% +2K +12.9% $146.14 -6.3%
105 IWM ISHARES TR 7,861.0 $1.9M 0.02% +161.0 +2.1% $248.01 +13.9%
106 AME AMETEK INC Industrials 9,045.0 $1.9M 0.02% +327.0 +3.8% $214.36 +4.1%
107 APH AMPHENOL CORP Technology 14,921.0 $1.9M 0.02% +4K +39.8% $126.35 -1.2%
108 TROW PRICE T ROWE GROUP INC Financial Services 20,822.0 $1.9M 0.02% +10K +84.0% $90.14 +13.0%
109 DASH DOORDASH INC Communication Services 12,155.0 $1.8M 0.02% +10K +511.1% $150.15 +6.1%
110 PWR QUANTA SVCS INC Industrials 3,322.0 $1.8M 0.02% +3K +491.1% $549.02 +29.3%
111 DAL DELTA AIR LINES INC Industrials 26,850.0 $1.8M 0.02% +9K +51.4% $66.48 +13.8%
112 CHRW C H ROBINSON WORLDWIDE IN Industrials 10,364.0 $1.7M 0.02% +1K +13.6% $166.07 +7.3%
113 INCY INCYTE CORP Healthcare 18,024.0 $1.7M 0.02% +5K +36.0% $94.12 +3.5%
114 NEM NEWMONT CORP Basic Materials 15,182.0 $1.6M 0.02% +7K +82.3% $108.25 +0.1%
115 UNP UNION PAC CORP Industrials 6,754.0 $1.6M 0.02% +1K +19.9% $242.61 +9.6%
116 EVEREST GROUP LTD 4,831.0 $1.6M 0.02% +1K +37.0% $326.85
117 VST VISTRA CORP Utilities 10,226.0 $1.5M 0.02% +4K +68.7% $150.33 -4.2%
118 RNR RENAISSANCERE HLDGS LTD Financial Services 5,046.0 $1.5M 0.02% +399.0 +8.6% $297.24 +2.0%
119 TDG TRANSDIGM GROUP INC Industrials 1,270.0 $1.5M 0.02% +24.0 +1.9% $1158.96 +3.4%
120 AA ALCOA CORP Basic Materials 22,120.0 $1.5M 0.02% +561.0 +2.6% $66.33 -0.1%
Page 6 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%