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Portfolio (Quarterly) Guide ↗

GATEWAY INVESTMENT ADVISERS LLC

· CIK 0001114618
13F Portfolio $10.8B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 581 New
Page 14 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 QIAGEN NV 55,094.0 $2.5M 0.02% NEW $44.97
262 SLM SLM CORP Financial Services 91,389.0 $2.5M 0.02% NEW $27.06 -19.3%
263 FERG FERGUSON ENTERPRISES INC Industrials 10,887.0 $2.4M 0.02% NEW $222.63 -1.2%
264 MCO MOODYS CORP Financial Services 4,738.0 $2.4M 0.02% NEW $510.85 -13.2%
265 LEN LENNAR CORP Consumer Cyclical 23,487.0 $2.4M 0.02% NEW $102.80 -18.5%
266 OMC OMNICOM GROUP INC Communication Services 29,874.0 $2.4M 0.02% NEW $80.75 -9.4%
267 MSTR STRATEGY INC Technology 15,743.0 $2.4M 0.02% NEW $151.95 +9.7%
268 ATO ATMOS ENERGY CORP Utilities 14,255.0 $2.4M 0.02% NEW $167.63 +6.0%
269 BLK BLACKROCK INC Financial Services 2,175.0 $2.3M 0.02% NEW $1070.34 -3.2%
270 VTI VANGUARD INDEX FDS 6,727.0 $2.3M 0.02% NEW $335.27 +7.4%
271 WY WEYERHAEUSER CO MTN BE Real Estate 95,019.0 $2.3M 0.02% NEW $23.69 -3.5%
272 USFD US FOODS HLDG CORP Consumer Defensive 29,870.0 $2.2M 0.02% NEW $75.32 +8.9%
273 PM PHILIP MORRIS INTL INC Consumer Defensive 13,931.0 $2.2M 0.02% NEW $160.40 +19.4%
274 NVT NVENT ELECTRIC PLC Industrials 21,584.0 $2.2M 0.02% NEW $101.97 +57.6%
275 RSG REPUBLIC SVCS INC Industrials 10,346.0 $2.2M 0.02% NEW $211.94 +1.2%
276 EME EMCOR GROUP INC Industrials 3,583.0 $2.2M 0.02% NEW $611.79 +43.4%
277 FDS FACTSET RESH SYS INC Financial Services 7,539.0 $2.2M 0.02% NEW $290.19 -22.7%
278 CNC CENTENE CORP DEL Healthcare 52,816.0 $2.2M 0.02% NEW $41.15 +41.5%
279 EXPD EXPEDITORS INTL WASH INC Industrials 14,253.0 $2.1M 0.02% NEW $149.01 +5.2%
280 NXT NEXTPOWER INC Technology 24,006.0 $2.1M 0.02% NEW $87.11 +54.4%
Page 14 of 30  ·  581 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 36.8%
Financial Services 12.2%
Communication Services 11.5%
Consumer Cyclical 10.8%
Healthcare 9.8%
Industrials 8.2%
Consumer Defensive 3.9%
Energy 2.7%
Utilities 2.2%
Basic Materials 1.3%