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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 30 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TFSL TFS FINL CORP Financial Services 24,106.0 $339K 0.00% NEW $14.05 +12.0%
582 TRMB TRIMBLE INC Technology 5,169.0 $337K 0.00% NEW $65.23 -14.2%
583 ECL ECOLAB INC Basic Materials 1,267.0 $337K 0.00% +243.0 +23.7% $266.02 -6.0%
584 TKO TKO GROUP HOLDINGS INC Communication Services 1,659.0 $335K 0.00% +30.0 +1.8% $201.65 -3.7%
585 KDP KEURIG DR PEPPER INC Consumer Defensive 12,665.0 $333K 0.00% NEW $26.33 +9.3%
586 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,592.0 $332K 0.00% +405.0 +12.7% $92.31 +0.0%
587 CRH PLC 3,147.0 $331K 0.00% NEW $105.12
588 FFIV F5 INC Technology 1,140.0 $330K 0.00% NEW $289.33 +32.6%
589 COLB COLUMBIA BKG SYS INC Financial Services 11,914.0 $327K 0.00% NEW $27.43 +8.0%
590 POOL POOL CORP Industrials 1,615.0 $327K 0.00% -1K -44.0% $202.33 -10.1%
591 ES EVERSOURCE ENERGY Utilities 4,711.0 $326K 0.00% +2K +57.1% $69.28 +0.5%
592 ROKU ROKU INC Communication Services 3,393.0 $321K 0.00% -15K -81.7% $94.62 +31.2%
593 TRP TC ENERGY CORP Energy 5,125.0 $321K 0.00% -5K -50.7% $62.61 +12.0%
594 AIZ ASSURANT INC Financial Services 1,468.0 $320K 0.00% NEW $217.74 +17.4%
595 PSTG EVERPURE INC Technology 5,406.0 $319K 0.00% -4K -40.1% $59.04 +41.9%
596 KMI KINDER MORGAN INC DEL Energy 9,345.0 $313K 0.00% NEW $33.53 -0.1%
597 BDX BECTON DICKINSON & CO Healthcare 1,992.0 $313K 0.00% +956.0 +92.3% $157.23 -7.0%
598 TXT TEXTRON INC Industrials 3,572.0 $313K 0.00% +1K +45.7% $87.56 +2.2%
599 AMERICA MOVIL SAB DE CV 12,260.0 $312K 0.00% +148.0 +1.2% $25.48
600 D DOMINION ENERGY INC Utilities 5,053.0 $312K 0.00% +1K +32.4% $61.82 +10.5%
Page 30 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%