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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 13 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TYL TYLER TECHNOLOGIES INC Technology 785.0 $269K 0.00% -141.0 -15.2% $342.38 -7.3%
242 AKAM AKAMAI TECHNOLOGIES INC Technology 2,292.0 $263K 0.00% -19K -89.4% $114.85 +27.3%
243 EQR EQUITY RESIDENTIAL Real Estate 4,177.0 $247K 0.00% -1K -21.4% $59.15 +11.2%
244 AGNC AGNC INVT CORP Real Estate 24,545.0 $246K 0.00% -34K -58.0% $10.03 +2.3%
245 MAS MASCO CORP Industrials 3,730.0 $225K 0.00% -43K -92.0% $60.37 +11.2%
246 CACI CACI INTL INC Technology 385.0 $209K 0.00% -558.0 -59.2% $543.87 -9.9%
247 IQVIA HLDGS INC 1,189.0 $203K 0.00% -35K -96.7% $170.54
Page 13 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%