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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 12 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ENTG ENTEGRIS INC Technology 3,205.0 $376K 0.00% -15K -82.4% $117.24 +12.1%
222 NWSA NEWS CORP NEW Communication Services 15,051.0 $375K 0.00% -48K -76.3% $24.93 +5.3%
223 WWD WOODWARD INC Industrials 1,045.0 $374K 0.00% -4K -79.7% $357.92 -0.4%
224 LEN LENNAR CORP Consumer Cyclical 4,137.0 $359K 0.00% -19K -82.4% $86.84 +2.3%
225 ACM AECOM Industrials 4,169.0 $354K 0.00% -114.0 -2.7% $84.83 -17.3%
226 XYL XYLEM INC Industrials 2,915.0 $348K 0.00% -232.0 -7.4% $119.52 -9.5%
227 BURL BURLINGTON STORES INC Consumer Cyclical 1,059.0 $345K 0.00% -2K -67.9% $325.38 -2.9%
228 POOL POOL CORP Industrials 1,615.0 $327K 0.00% -1K -44.0% $202.33 -10.1%
229 ROKU ROKU INC Communication Services 3,393.0 $321K 0.00% -15K -81.7% $94.62 +31.2%
230 TRP TC ENERGY CORP Energy 5,125.0 $321K 0.00% -5K -50.7% $62.61 +12.0%
231 PSTG EVERPURE INC Technology 5,406.0 $319K 0.00% -4K -40.1% $59.04 +41.9%
232 CART MAPLEBEAR INC Consumer Cyclical 8,210.0 $308K 0.00% -18K -68.5% $37.46 +7.0%
233 ATO ATMOS ENERGY CORP Utilities 1,633.0 $302K 0.00% -13K -88.5% $184.72 -3.9%
234 BC BRUNSWICK CORP Consumer Cyclical 4,058.0 $295K 0.00% -4K -49.0% $72.76 +8.2%
235 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 9,754.0 $294K 0.00% -30K -75.5% $30.12 +13.9%
236 AMKR AMKOR TECHNOLOGY INC Technology 6,460.0 $291K 0.00% -615.0 -8.7% $45.03 +46.3%
237 VGT VANGUARD WORLD FD 407.0 $284K 0.00% -684.0 -62.7% $697.72 -83.6%
238 ZTS ZOETIS INC Healthcare 2,384.0 $282K 0.00% -1K -31.5% $118.21 -32.6%
239 POST POST HLDGS INC Consumer Defensive 2,825.0 $279K 0.00% -4K -59.3% $98.86 -1.4%
240 SAP SAP SE Technology 1,596.0 $273K 0.00% -536.0 -25.1% $171.21 +5.1%
Page 12 of 13  ·  247 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%