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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 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 IWY ISHARES TR 2,847 $788K 0.01% SOLD
22 BRBR BELLRING BRANDS INC Consumer Defensive 22,820 $610K 0.01% SOLD
23 LNC LINCOLN NATL CORP IND Financial Services 9,796 $436K 0.00% SOLD
24 ASTRAZENECA PLC 4,734 $435K 0.00% SOLD
25 KTB KONTOOR BRANDS INC Consumer Cyclical 6,857 $419K 0.00% SOLD
26 PII POLARIS INC Consumer Cyclical 6,357 $402K 0.00% SOLD
27 AAL AMERICAN AIRLS GROUP INC Industrials 26,165 $401K 0.00% SOLD
28 CNX CNX RES CORP Energy 9,749 $358K 0.00% SOLD
29 SUI SUN CMNTYS INC Real Estate 2,874 $356K 0.00% SOLD
30 VO VANGUARD INDEX FDS 1,012 $294K 0.00% SOLD
31 MGK VANGUARD WORLD FD 700 $289K 0.00% SOLD
32 CPB THE CAMPBELLS COMPANY Consumer Defensive 10,237 $285K 0.00% SOLD
33 MAT MATTEL INC Consumer Cyclical 14,350 $285K 0.00% SOLD
34 VB VANGUARD INDEX FDS 1,088 $281K 0.00% SOLD
35 SON SONOCO PRODS CO Consumer Cyclical 6,133 $268K 0.00% SOLD
36 SIVR ABRDN SILVER ETF TRUST Financial Services 3,951 $267K 0.00% SOLD
37 DOX AMDOCS LTD Technology 3,015 $243K 0.00% SOLD
38 OLN OLIN CORP Basic Materials 11,457 $239K 0.00% SOLD
39 EPAM EPAM SYS INC Technology 1,154 $236K 0.00% SOLD
40 NFG NATIONAL FUEL GAS CO Energy 2,947 $236K 0.00% SOLD
Page 2 of 3  ·  46 positions
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%