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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 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 34,214.0 $2.5M 0.03% +6K +21.4% $72.69 +6.1%
222 VOD VODAFONE GROUP PLC Communication Services 165,314.0 $2.5M 0.03% -187K -53.0% $15.02 +1.5%
223 CMS CMS ENERGY CORP Utilities 31,361.0 $2.4M 0.03% +7K +28.0% $77.58 -5.1%
224 FITB FIFTH THIRD BANCORP Financial Services 51,542.0 $2.4M 0.03% -159K -75.6% $46.46 +5.8%
225 FIX COMFORT SYS USA INC Industrials 1,736.0 $2.4M 0.03% +1K +339.5% $1378.99 +33.0%
226 CL COLGATE PALMOLIVE CO Consumer Defensive 28,076.0 $2.4M 0.03% +2K +9.5% $85.23 +6.1%
227 PPL PPL CORP Utilities 62,360.0 $2.4M 0.03% +10K +19.4% $38.20 -7.2%
228 ANET ARISTA NETWORKS INC Technology 19,248.0 $2.4M 0.03% +9K +82.8% $122.78 +21.0%
229 STRL STERLING INFRASTRUCTURE INC Industrials 5,726.0 $2.3M 0.03% +419.0 +7.9% $407.27 +84.6%
230 CMCSA COMCAST CORP NEW Communication Services 81,042.0 $2.3M 0.03% +54K +204.3% $28.71 -12.6%
231 FAST FASTENAL CO Industrials 49,587.0 $2.3M 0.03% +15K +42.3% $46.40 -6.2%
232 FN FABRINET Technology 4,372.0 $2.3M 0.03% +230.0 +5.5% $521.52 +34.9%
233 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 29,184.0 $2.3M 0.03% +22K +322.6% $78.03 -2.2%
234 BLK BLACKROCK INC Financial Services 2,358.0 $2.3M 0.03% +183.0 +8.4% $961.71 +10.6%
235 NXT NEXTPOWER INC Technology 18,740.0 $2.3M 0.03% -5K -21.9% $120.55 +0.4%
236 JBHT HUNT J B TRANS SVCS INC Industrials 10,586.0 $2.2M 0.03% +4K +60.9% $211.90 +22.3%
237 RF REGIONS FINANCIAL CORP NEW Financial Services 85,777.0 $2.2M 0.03% +59K +221.6% $26.12 +5.4%
238 NTR NUTRIEN LTD Basic Materials 29,272.0 $2.2M 0.03% -27K -48.4% $75.46 -6.9%
239 ACN ACCENTURE PLC IRELAND Technology 11,051.0 $2.2M 0.02% -4K -24.3% $198.29 -10.3%
240 CI THE CIGNA GROUP Healthcare 8,152.0 $2.2M 0.02% -13K -60.9% $266.75 +5.7%
Page 12 of 35  ·  684 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%