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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 14 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NSC NORFOLK SOUTHN CORP Industrials 6,477.0 $1.9M 0.02% -20K -75.8% $287.00 +8.5%
262 MP MP MATERIALS CORP Basic Materials 38,455.0 $1.9M 0.02% NEW $48.26 +27.9%
263 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 24,718.0 $1.8M 0.02% -1K -4.2% $73.90 +3.6%
264 DASH DOORDASH INC Communication Services 12,155.0 $1.8M 0.02% +10K +511.1% $150.15 +6.1%
265 PWR QUANTA SVCS INC Industrials 3,322.0 $1.8M 0.02% +3K +491.1% $549.02 +29.3%
266 ALL ALLSTATE CORP Financial Services 8,682.0 $1.8M 0.02% -21K -70.6% $207.34 +3.4%
267 AMT AMERICAN TOWER CORP Real Estate 10,361.0 $1.8M 0.02% -28K -73.1% $172.58 +6.5%
268 DAL DELTA AIR LINES INC Industrials 26,850.0 $1.8M 0.02% +9K +51.4% $66.48 +13.8%
269 WSM WILLIAMS SONOMA INC Consumer Cyclical 9,635.0 $1.8M 0.02% -9K -48.0% $182.33 -1.1%
270 CIEN CIENA CORP Technology 4,473.0 $1.7M 0.02% -13K -74.9% $388.23 +51.3%
271 CHRW C H ROBINSON WORLDWIDE IN Industrials 10,364.0 $1.7M 0.02% +1K +13.6% $166.07 +7.3%
272 INTU INTUIT Technology 3,965.0 $1.7M 0.02% $432.38 -29.0%
273 INCY INCYTE CORP Healthcare 18,024.0 $1.7M 0.02% +5K +36.0% $94.12 +3.5%
274 NEM NEWMONT CORP Basic Materials 15,182.0 $1.6M 0.02% +7K +82.3% $108.25 +0.1%
275 UNP UNION PAC CORP Industrials 6,754.0 $1.6M 0.02% +1K +19.9% $242.61 +9.6%
276 KHC KRAFT HEINZ CO Consumer Defensive 72,819.0 $1.6M 0.02% -337K -82.2% $22.49 +4.7%
277 CGDG CAPITAL GROUP DIVIDEND GROWE 44,116.0 $1.6M 0.02% NEW $35.90 +4.6%
278 EVEREST GROUP LTD 4,831.0 $1.6M 0.02% +1K +37.0% $326.85
279 TRV TRAVELERS COMPANIES INC Financial Services 5,402.0 $1.6M 0.02% -27K -83.3% $291.68 +5.2%
280 VST VISTRA CORP Utilities 10,226.0 $1.5M 0.02% +4K +68.7% $150.33 -4.2%
Page 14 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%