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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 17 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PSA PUBLIC STORAGE OPER CO Real Estate 4,145.0 $1.1M 0.01% NEW $270.88 +11.8%
322 CB CHUBB LTD SWITZ Financial Services 3,423.0 $1.1M 0.01% +2K +83.2% $325.93 +1.3%
323 STZ CONSTELLATION BRANDS INC Consumer Defensive 7,394.0 $1.1M 0.01% +2K +42.0% $150.00 +0.8%
324 ROL ROLLINS INC Consumer Cyclical 20,632.0 $1.1M 0.01% -3K -13.8% $53.41 -0.3%
325 WRB BERKLEY W R CORP Financial Services 16,537.0 $1.1M 0.01% -75K -82.0% $66.28 +3.0%
326 NEE NEXTERA ENERGY INC Utilities 11,757.0 $1.1M 0.01% -68K -85.3% $92.88 -3.4%
327 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,785.0 $1.1M 0.01% +1K +99.1% $391.76 +91.7%
328 KR KROGER CO Consumer Defensive 15,053.0 $1.1M 0.01% +3K +30.2% $72.36 -7.3%
329 ROP ROPER TECHNOLOGIES INC Industrials 3,072.0 $1.1M 0.01% +671.0 +27.9% $353.86 -7.1%
330 XEL XCEL ENERGY INC Utilities 13,592.0 $1.1M 0.01% +5K +62.5% $79.44 +0.5%
331 APA APA CORPORATION Energy 25,373.0 $1.1M 0.01% +14K +123.5% $42.44 -9.7%
332 EW EDWARDS LIFESCIENCES CORP Healthcare 13,301.0 $1.1M 0.01% +1K +8.7% $80.08 +3.9%
333 AMG AFFILIATED MANAGERS GROUP Financial Services 3,784.0 $1.0M 0.01% NEW $276.70 +9.4%
334 ENTERGY CORP NEW 9,301.0 $1.0M 0.01% +5K +117.8% $112.36
335 KVUE KENVUE INC Consumer Defensive 60,559.0 $1.0M 0.01% +50K +447.6% $17.24 +1.3%
336 RJF RAYMOND JAMES FINL INC Financial Services 7,159.0 $1.0M 0.01% +1K +18.4% $144.79 +5.0%
337 ACI ALBERTSONS COS INC Consumer Defensive 60,023.0 $1.0M 0.01% NEW $17.04 -4.5%
338 TSN TYSON FOODS INC Consumer Defensive 15,949.0 $1.0M 0.01% NEW $64.07 +3.8%
339 RL RALPH LAUREN CORP Consumer Cyclical 2,967.0 $1.0M 0.01% NEW $343.99 -4.3%
340 ACGL ARCH CAP GROUP LTD Financial Services 10,613.0 $1.0M 0.01% +2K +28.4% $95.99 +0.1%
Page 17 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%