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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 16 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,618.0 $1.3M 0.01% +1K +58.5% $358.79 -11.8%
302 JBL JABIL INC Technology 4,741.0 $1.3M 0.01% +226.0 +5.0% $265.63 +34.2%
303 JLL JONES LANG LASALLE INC Real Estate 4,130.0 $1.3M 0.01% +1K +42.6% $304.32 -3.7%
304 C CITIGROUP INC Financial Services 11,051.0 $1.3M 0.01% +4K +67.4% $113.41 +10.4%
305 CHD CHURCH & DWIGHT CO INC Consumer Defensive 13,206.0 $1.2M 0.01% +1K +8.5% $93.32 +2.5%
306 DECK DECKERS OUTDOOR CORP Consumer Cyclical 12,228.0 $1.2M 0.01% +253.0 +2.1% $100.09 +2.5%
307 PHM PULTE GROUP INC Consumer Cyclical 10,402.0 $1.2M 0.01% +3K +33.6% $117.61 -1.1%
308 EVR EVERCORE INC Financial Services 4,096.0 $1.2M 0.01% +3K +208.9% $298.51 +16.0%
309 VZ VERIZON COMMUNICATIONS INC Communication Services 24,243.0 $1.2M 0.01% -155K -86.5% $50.20 -4.7%
310 EIX EDISON INTL Utilities 16,616.0 $1.2M 0.01% NEW $73.18 -3.9%
311 SNX TD SYNNEX CORPORATION Technology 7,127.0 $1.2M 0.01% NEW $168.71 +36.7%
312 IREN IREN LIMITED Financial Services 34,686.0 $1.2M 0.01% NEW $34.28 +69.4%
313 UPS UNITED PARCEL SVCS INC Industrials 11,952.0 $1.2M 0.01% +3K +29.4% $98.38 +0.5%
314 NVT NVENT ELEC PLC Industrials 9,914.0 $1.2M 0.01% -12K -54.1% $118.28 +38.3%
315 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,306.0 $1.2M 0.01% -15K -43.7% $60.65 -1.8%
316 SU SUNCOR ENERGY INC NEW Energy 17,597.0 $1.2M 0.01% +2K +9.7% $66.11 +2.6%
317 EA ELECTRONIC ARTS INC Communication Services 5,595.0 $1.1M 0.01% +4K +269.6% $203.87 -1.0%
318 JKHY HENRY JACK & ASSOC INC Technology 7,151.0 $1.1M 0.01% -625.0 -8.0% $158.04 -11.7%
319 PANW PALO ALTO NETWORKS INC Technology 7,038.0 $1.1M 0.01% +4K +119.5% $160.32 +57.8%
320 ULTA ULTA BEAUTY INC Consumer Cyclical 2,150.0 $1.1M 0.01% -1K -31.8% $522.71 -5.7%
Page 16 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%