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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 7 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMP AMERIPRISE FINL INC Financial Services 3,298.0 $1.5M 0.02% +760.0 +29.9% $444.40 +1.4%
122 WMB WILLIAMS COS INC Energy 19,870.0 $1.4M 0.02% +14K +255.1% $72.78 +7.0%
123 HII HUNTINGTON INGALLS INDS INC Industrials 3,796.0 $1.4M 0.02% +888.0 +30.5% $379.93 -16.4%
124 IVV ISHARES TR 2,191.0 $1.4M 0.02% +116.0 +5.6% $653.21 +14.2%
125 GD GENERAL DYNAMICS CORP Industrials 4,073.0 $1.4M 0.02% +1K +33.1% $343.26 -1.3%
126 TT TRANE TECHNOLOGIES PLC Industrials 3,291.0 $1.4M 0.01% +498.0 +17.8% $416.74 +8.4%
127 VTR VENTAS INC Real Estate 16,703.0 $1.4M 0.01% +2K +15.7% $81.78 +8.3%
128 CINF CINCINNATI FINL CORP Financial Services 8,496.0 $1.3M 0.01% +2K +24.7% $157.36 +7.0%
129 CNQ CANADIAN NAT RES LTD MED TER Energy 26,970.0 $1.3M 0.01% +484.0 +1.8% $48.73 -0.1%
130 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,470.0 $1.3M 0.01% +1K +31.7% $290.47 -0.1%
131 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,618.0 $1.3M 0.01% +1K +58.5% $358.79 -11.8%
132 JBL JABIL INC Technology 4,741.0 $1.3M 0.01% +226.0 +5.0% $265.63 +34.2%
133 JLL JONES LANG LASALLE INC Real Estate 4,130.0 $1.3M 0.01% +1K +42.6% $304.32 -3.7%
134 C CITIGROUP INC Financial Services 11,051.0 $1.3M 0.01% +4K +67.4% $113.41 +10.4%
135 CHD CHURCH & DWIGHT CO INC Consumer Defensive 13,206.0 $1.2M 0.01% +1K +8.5% $93.32 +2.5%
136 DECK DECKERS OUTDOOR CORP Consumer Cyclical 12,228.0 $1.2M 0.01% +253.0 +2.1% $100.09 +2.5%
137 PHM PULTE GROUP INC Consumer Cyclical 10,402.0 $1.2M 0.01% +3K +33.6% $117.61 -1.1%
138 EVR EVERCORE INC Financial Services 4,096.0 $1.2M 0.01% +3K +208.9% $298.51 +16.0%
139 UPS UNITED PARCEL SVCS INC Industrials 11,952.0 $1.2M 0.01% +3K +29.4% $98.38 +0.5%
140 SU SUNCOR ENERGY INC NEW Energy 17,597.0 $1.2M 0.01% +2K +9.7% $66.11 +2.6%
Page 7 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%