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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 5 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTC INTEL CORP Technology 589,856.0 $26.0M 0.29% +55K +10.3% $44.13 +168.5%
82 GE GE AEROSPACE Industrials 90,995.0 $25.8M 0.29% +30K +49.0% $283.77 +6.3%
83 ADBE ADOBE INC Technology 105,405.0 $25.6M 0.29% -21K -16.5% $243.08 +0.4%
84 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 85,241.0 $25.0M 0.28% -15K -14.6% $292.75 +33.2%
85 IBM INTERNATIONAL BUSINESS MACHS Technology 101,961.0 $24.7M 0.28% +89K +660.0% $242.39 +4.4%
86 CDNS CADENCE DESIGN SYSTEM INC Technology 88,729.0 $24.7M 0.28% +2K +2.5% $277.87 +29.0%
87 NOW SERVICENOW INC Technology 232,039.0 $24.3M 0.27% -53K -18.6% $104.55 -4.6%
88 TER TERADYNE INC Technology 80,821.0 $24.0M 0.27% -27K -24.7% $296.46 +16.2%
89 PLD PROLOGIS INC. Real Estate 181,106.0 $23.9M 0.27% +2K +1.3% $132.18 +9.5%
90 CTVA CORTEVA INC Basic Materials 284,230.0 $23.8M 0.27% -50K -15.1% $83.71 -5.6%
91 MSCI MSCI INC Financial Services 43,299.0 $23.3M 0.26% -8K -15.9% $539.01 +8.0%
92 ED CONSOLIDATED EDISON INC Utilities 197,696.0 $22.4M 0.25% +10K +5.2% $113.18 -5.1%
93 COHR COHERENT CORP Technology 89,298.0 $21.3M 0.24% +19K +27.1% $238.21 +58.7%
94 LNT ALLIANT ENERGY CORP Utilities 292,132.0 $21.0M 0.23% -24K -7.7% $71.76 +2.1%
95 CARR CARRIER GLOBAL CORPORATION Industrials 367,450.0 $20.7M 0.23% +4K +1.0% $56.31 +10.4%
96 APOS APOLLO GLOBAL MGMT INC Financial Services 165,007.0 $18.4M 0.20% $111.42 -76.5%
97 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 220,599.0 $17.8M 0.20% -40K -15.2% $80.56 -13.0%
98 CVS CVS HEALTH CORP Healthcare 246,760.0 $17.7M 0.20% +6K +2.6% $71.82 +29.9%
99 SCCO SOUTHERN COPPER CORP Basic Materials 101,708.0 $17.5M 0.20% -8K -7.3% $172.06 +1.2%
100 HUBB HUBBELL INC Industrials 35,138.0 $17.2M 0.19% -9K -20.0% $490.73 -6.1%
Page 5 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%