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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 3 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ONB OLD NATL BANCORP IND Financial Services 23,048.0 $509K 0.01% NEW $22.10 +7.8%
42 MTZ MASTEC INC Industrials 1,582.0 $509K 0.01% NEW $321.74 +20.8%
43 TECH BIO-TECHNE CORP Healthcare 9,712.0 $508K 0.01% NEW $52.26 -10.6%
44 BWA BORGWARNER INC Consumer Cyclical 9,300.0 $505K 0.01% NEW $54.26 +17.1%
45 CGMU CAPITAL GRP FIXED INCM ETF T 18,264.0 $496K 0.01% NEW $27.15 +0.1%
46 DXCM DEXCOM INC Healthcare 7,770.0 $488K 0.01% NEW $62.80 +14.5%
47 Q QNITY ELECTRONICS INC Technology 4,204.0 $485K 0.01% NEW $115.38 +32.6%
48 ATI ATI INC Industrials 3,278.0 $477K 0.01% NEW $145.46 +10.3%
49 GL GLOBE LIFE INC Financial Services 3,409.0 $474K 0.01% NEW $139.17 +12.5%
50 FLS FLOWSERVE CORP Industrials 6,402.0 $471K 0.01% NEW $73.51 -6.5%
51 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 5,455.0 $467K 0.01% NEW $85.66 +10.5%
52 WAB WABTEC Industrials 1,846.0 $461K 0.01% NEW $249.91 +3.7%
53 FISV FISERV INC Technology 8,064.0 $450K 0.01% NEW $55.80 +0.0%
54 GLOBUS MED INC 5,211.0 $449K 0.01% NEW $86.16
55 NTRS NORTHERN TR CORP Financial Services 3,089.0 $431K 0.01% NEW $139.57 +19.7%
56 CCL CARNIVAL CORP Consumer Cyclical 16,646.0 $431K 0.01% NEW $25.88 +1.2%
57 CFG CITIZENS FINL GROUP INC Financial Services 7,073.0 $424K 0.01% NEW $59.97 +4.7%
58 FRT FEDERAL RLTY INVT TR NEW Real Estate 3,978.0 $423K 0.01% NEW $106.21 +11.7%
59 RIO RIO TINTO PLC Basic Materials 4,514.0 $421K 0.01% NEW $93.29 +10.7%
60 PCG PG&E CORP Utilities 23,855.0 $419K 0.01% NEW $17.57 -6.4%
Page 3 of 8  ·  149 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%