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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 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MPC MARATHON PETE CORP Energy 8,799.0 $2.1M 0.02% -24K -73.2% $244.18 +1.7%
242 WSO WATSCO INC Industrials 5,884.0 $2.1M 0.02% -6K -48.6% $363.79 +6.3%
243 BK BANK NEW YORK MELLON CORP Financial Services 18,015.0 $2.1M 0.02% +1K +8.3% $118.63 +17.2%
244 SBUX STARBUCKS CORP Consumer Cyclical 23,777.0 $2.1M 0.02% -47K -66.2% $89.59 +18.9%
245 TWLO TWILIO INC Communication Services 16,618.0 $2.1M 0.02% -3K -14.1% $125.82 +50.5%
246 O REALTY INCOME CORP Real Estate 33,978.0 $2.1M 0.02% +6K +22.8% $61.18 +1.7%
247 MDT MEDTRONIC PLC Healthcare 23,969.0 $2.1M 0.02% -69K -74.2% $86.65 -9.8%
248 UBER UBER TECHNOLOGIES INC Technology 28,564.0 $2.1M 0.02% -69K -70.8% $71.93 +3.7%
249 MSI MOTOROLA SOLUTIONS INC Technology 4,714.0 $2.0M 0.02% +498.0 +11.8% $433.98 -7.8%
250 VTI VANGUARD INDEX FDS 6,323.0 $2.0M 0.02% -404.0 -6.0% $320.82 +13.8%
251 BWXT BWX TECHNOLOGIES INC Industrials 9,899.0 $2.0M 0.02% +311.0 +3.2% $204.49 -1.0%
252 CORE SCIENTIFIC INC NEW 229,439.0 $2.0M 0.02% NEW $8.75
253 CELH CELSIUS HLDGS INC Consumer Defensive 56,205.0 $2.0M 0.02% +370.0 +0.7% $35.48 -16.3%
254 EXPD EXPEDITORS INTL WASH INC Industrials 13,857.0 $2.0M 0.02% -396.0 -2.8% $143.23 +9.7%
255 NRG NRG ENERGY INC Utilities 13,510.0 $2.0M 0.02% +2K +12.9% $146.14 -6.3%
256 IWM ISHARES TR 7,861.0 $1.9M 0.02% +161.0 +2.1% $248.01 +13.9%
257 AME AMETEK INC Industrials 9,045.0 $1.9M 0.02% +327.0 +3.8% $214.36 +4.1%
258 APH AMPHENOL CORP Technology 14,921.0 $1.9M 0.02% +4K +39.8% $126.35 -1.2%
259 XPO XPO INC Industrials 9,680.0 $1.9M 0.02% -11K -53.6% $194.55 +8.3%
260 TROW PRICE T ROWE GROUP INC Financial Services 20,822.0 $1.9M 0.02% +10K +84.0% $90.14 +13.0%
Page 13 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%