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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 9 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DHR DANAHER CORP DEL Healthcare 4,824.0 $915K 0.01% +2K +64.6% $189.61 -8.6%
162 ABNB AIRBNB INC Consumer Cyclical 7,108.0 $898K 0.01% +1K +17.1% $126.28 +6.3%
163 EQIX EQUINIX INC Real Estate 915.0 $897K 0.01% +276.0 +43.2% $980.24 +10.0%
164 DOV DOVER CORP Industrials 4,279.0 $892K 0.01% +2K +111.6% $208.46 -0.3%
165 PKG PACKAGING CORP AMER Consumer Cyclical 4,052.0 $860K 0.01% +2K +77.2% $212.20 +0.5%
166 DTE DTE ENERGY CO Utilities 5,854.0 $856K 0.01% +3K +106.5% $146.21 -1.7%
167 DVN DEVON ENERGY CORP NEW Energy 16,869.0 $849K 0.01% +10K +136.4% $50.32 -6.4%
168 PNC PNC FINL SVCS GROUP INC Financial Services 4,045.0 $842K 0.01% +1K +44.4% $208.09 +4.2%
169 DUK DUKE ENERGY CORP NEW Utilities 6,291.0 $824K 0.01% +2K +35.7% $130.94 -4.8%
170 LH LABCORP HOLDINGS INC Healthcare 3,052.0 $814K 0.01% +200.0 +7.0% $266.81 -4.1%
171 AOS SMITH A O CORP Industrials 12,348.0 $814K 0.01% +3K +28.7% $65.94 -13.3%
172 SPG SIMON PPTY GROUP INC NEW Real Estate 4,307.0 $803K 0.01% +2K +85.2% $186.51 +9.4%
173 TMUS T-MOBILE US INC Communication Services 3,817.0 $802K 0.01% +2K +73.3% $210.03 -9.5%
174 TFC TRUIST FINL CORP Financial Services 17,332.0 $797K 0.01% +11K +180.8% $45.97 +4.4%
175 YUM YUM BRANDS INC Consumer Cyclical 5,107.0 $794K 0.01% +1K +40.6% $155.48 -1.8%
176 FDX FEDEX CORP Industrials 2,216.0 $789K 0.01% +1K +206.5% $356.18 +9.2%
177 VMC VULCAN MATLS CO Basic Materials 2,893.0 $788K 0.01% +1K +81.7% $272.30 -3.3%
178 MFC MANULIFE FINL CORP Financial Services 22,801.0 $785K 0.01% +3K +13.5% $34.44 +13.4%
179 SBAC SBA COMMUNICATIONS CORP Real Estate 4,491.0 $773K 0.01% +265.0 +6.3% $172.11 +20.7%
180 HWM HOWMET AEROSPACE INC Industrials 3,329.0 $767K 0.01% +986.0 +42.1% $230.46 +12.8%
Page 9 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%