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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 22 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WBS WEBSTER FINL CORP Financial Services 9,467.0 $657K 0.01% NEW $69.42 +5.3%
422 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 9,301.0 $656K 0.01% NEW $70.51 -22.5%
423 NKE NIKE INC Consumer Cyclical 12,396.0 $655K 0.01% +2K +24.7% $52.82 -16.0%
424 URI UNITED RENTALS INC Industrials 891.0 $649K 0.01% +284.0 +46.8% $728.56 +28.5%
425 BEN FRANKLIN RESOURCES INC Financial Services 27,479.0 $649K 0.01% +10K +55.1% $23.62 +30.7%
426 HOLOGIC INC 8,546.0 $646K 0.01% NEW $75.59
427 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 3,870.0 $639K 0.01% +1K +57.0% $165.14 +8.0%
428 UAL UNITED AIRLS HLDGS INC Industrials 6,939.0 $639K 0.01% +5K +269.5% $92.07 +6.5%
429 PB PROSPERITY BANCSHARES INC Financial Services 9,436.0 $634K 0.01% NEW $67.18 +2.9%
430 ASML ASML HLDG NV Technology 474.0 $626K 0.01% -149.0 -23.9% $1320.83 +20.5%
431 VOYA VOYA FINANCIAL INC Financial Services 9,149.0 $625K 0.01% +125.0 +1.4% $68.32 +20.6%
432 HST HOST HOTELS & RESORTS INC Real Estate 32,556.0 $624K 0.01% +10K +43.3% $19.16 +17.0%
433 MET METLIFE INC Financial Services 8,818.0 $624K 0.01% +4K +103.9% $70.72 +19.2%
434 ZION ZIONS BANCORPORATION NATL AS Financial Services 10,774.0 $621K 0.01% -97K -90.0% $57.62 +7.1%
435 USB US BANCORP Financial Services 11,914.0 $620K 0.01% +6K +106.5% $52.01 +4.8%
436 SNA SNAP ON INC Industrials 1,697.0 $616K 0.01% +351.0 +26.1% $363.22 -0.9%
437 CRL CHARLES RIV LABS INTL INC Healthcare 3,532.0 $609K 0.01% +194.0 +5.8% $172.50 -7.9%
438 SOLV SOLVENTUM CORP Healthcare 9,319.0 $609K 0.01% NEW $65.30 +16.6%
439 KEY KEYCORP Financial Services 30,323.0 $608K 0.01% -466K -93.9% $20.05 +7.2%
440 LPLA LPL FINL HLDGS INC Financial Services 2,020.0 $608K 0.01% -1K -42.5% $300.83 -4.3%
Page 22 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%