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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 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DD DUPONT DE NEMOURS INC Basic Materials 4,496.0 $206K 0.00% NEW $45.80 +2.9%
142 EL LAUDER ESTEE COS INC Consumer Defensive 2,837.0 $204K 0.00% NEW $71.77 +9.9%
143 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 10,863.0 $203K 0.00% NEW $18.70 -11.9%
144 LVS LAS VEGAS SANDS CORP Consumer Cyclical 3,753.0 $202K 0.00% NEW $53.88 -8.2%
145 AR ANTERO RESOURCES CORP Energy 4,752.0 $202K 0.00% NEW $42.44 -12.7%
146 BAX BAXTER INTL INC Healthcare 10,793.0 $181K 0.00% NEW $16.80 +13.3%
147 LUMN LUMEN TECHNOLOGIES INC Communication Services 17,358.0 $121K 0.00% NEW $6.95 +35.8%
148 ITUB ITAU UNIBANCO HLDG S A Financial Services 10,414.0 $87K 0.00% NEW $8.38 -4.5%
149 MPT MEDICAL PROPERTIES TRUST INC Financial Services 16,761.0 $78K 0.00% NEW $4.63 +11.4%
Page 8 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%