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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 21 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LEIDOS HOLDINGS INC 4,703.0 $731K 0.01% +2K +64.9% $155.53
402 OMC OMNICOM GROUP INC Communication Services 9,682.0 $729K 0.01% -20K -67.6% $75.31 -2.0%
403 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,479.0 $721K 0.01% -2K -38.7% $290.70 -12.6%
404 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,184.0 $702K 0.01% +243.0 +25.8% $592.98 -4.9%
405 RMD RESMED INC Healthcare 3,125.0 $702K 0.01% +673.0 +27.4% $224.48 -6.5%
406 AYI ACUITY INC Industrials 2,481.0 $695K 0.01% +876.0 +54.6% $280.22 +0.3%
407 CPT CAMDEN PPTY TR Real Estate 6,987.0 $682K 0.01% +4K +180.2% $97.66 +8.7%
408 JCI JOHNSON CONTROLS INTERNATION Industrials 5,206.0 $682K 0.01% +2K +81.1% $130.94 +3.5%
409 BALL BALL CORP Consumer Cyclical 11,463.0 $678K 0.01% +4K +57.9% $59.11 -4.7%
410 DY DYCOM INDS INC Industrials 1,994.0 $676K 0.01% NEW $338.82 +22.3%
411 L LOEWS CORP Financial Services 6,325.0 $675K 0.01% +2K +55.1% $106.74 +2.3%
412 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,961.0 $675K 0.01% +848.0 +20.6% $136.08 -9.0%
413 INVH INVITATION HOMES INC Real Estate 27,100.0 $673K 0.01% +15K +117.3% $24.85 +16.8%
414 CBRE CBRE GROUP INC Real Estate 4,953.0 $671K 0.01% -1K -18.7% $135.46 -3.3%
415 VRSK VERISK ANALYTICS INC Industrials 3,514.0 $667K 0.01% -384.0 -9.8% $189.75 -10.1%
416 WELL WELLTOWER INC Real Estate 3,364.0 $665K 0.01% +1K +67.9% $197.71 +10.6%
417 NI NISOURCE INC Utilities 14,244.0 $665K 0.01% +9K +164.0% $46.66 +2.3%
418 OVV OVINTIV INC Energy 11,120.0 $660K 0.01% +2K +22.2% $59.36 -0.8%
419 BROOKFIELD ASSET MANAGMT LTD 14,804.0 $658K 0.01% +7K +80.2% $44.45
420 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,605.0 $658K 0.01% -6K -58.5% $142.85 -7.8%
Page 21 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%