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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 15 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 USFD US FOODS HLDG CORP Consumer Defensive 16,279.0 $1.5M 0.02% -14K -45.5% $92.21 -12.0%
282 RNR RENAISSANCERE HLDGS LTD Financial Services 5,046.0 $1.5M 0.02% +399.0 +8.6% $297.24 +2.0%
283 CLX CLOROX CO DEL Consumer Defensive 14,206.0 $1.5M 0.02% -1K -6.9% $103.63 -8.2%
284 TDG TRANSDIGM GROUP INC Industrials 1,270.0 $1.5M 0.02% +24.0 +1.9% $1158.96 +3.4%
285 AA ALCOA CORP Basic Materials 22,120.0 $1.5M 0.02% +561.0 +2.6% $66.33 -0.1%
286 AMP AMERIPRISE FINL INC Financial Services 3,298.0 $1.5M 0.02% +760.0 +29.9% $444.40 +1.4%
287 WMB WILLIAMS COS INC Energy 19,870.0 $1.4M 0.02% +14K +255.1% $72.78 +7.0%
288 HII HUNTINGTON INGALLS INDS INC Industrials 3,796.0 $1.4M 0.02% +888.0 +30.5% $379.93 -16.4%
289 IVV ISHARES TR 2,191.0 $1.4M 0.02% +116.0 +5.6% $653.21 +14.2%
290 BX BLACKSTONE INC Financial Services 12,304.0 $1.4M 0.02% -214.0 -1.7% $114.99 +3.1%
291 CEG CONSTELLATION ENERGY CORP Utilities 5,034.0 $1.4M 0.02% -20K -79.7% $279.25 +2.4%
292 MO ALTRIA GROUP INC Consumer Defensive 21,283.0 $1.4M 0.02% -105K -83.1% $65.99 +11.7%
293 GD GENERAL DYNAMICS CORP Industrials 4,073.0 $1.4M 0.02% +1K +33.1% $343.26 -1.3%
294 TT TRANE TECHNOLOGIES PLC Industrials 3,291.0 $1.4M 0.01% +498.0 +17.8% $416.74 +8.4%
295 VTR VENTAS INC Real Estate 16,703.0 $1.4M 0.01% +2K +15.7% $81.78 +8.3%
296 EMR EMERSON ELEC CO Industrials 10,258.0 $1.3M 0.01% -46K -81.8% $131.02 +3.0%
297 CINF CINCINNATI FINL CORP Financial Services 8,496.0 $1.3M 0.01% +2K +24.7% $157.36 +7.0%
298 CNC CENTENE CORP DEL Healthcare 40,598.0 $1.3M 0.01% -12K -23.1% $32.74 +76.5%
299 CNQ CANADIAN NAT RES LTD MED TER Energy 26,970.0 $1.3M 0.01% +484.0 +1.8% $48.73 -0.1%
300 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,470.0 $1.3M 0.01% +1K +31.7% $290.47 -0.1%
Page 15 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%