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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 16 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AKAM AKAMAI TECHNOLOGIES INC Technology 21,557.0 $1.9M 0.02% NEW $87.25 +64.5%
302 MTG MGIC INVT CORP WIS Financial Services 63,854.0 $1.9M 0.02% NEW $29.22 -10.8%
303 KBH KB HOME Consumer Cyclical 33,044.0 $1.9M 0.02% NEW $56.41 -20.2%
304 BMY BRISTOL-MYERS SQUIBB CO Healthcare 34,288.0 $1.8M 0.02% NEW $53.94 +8.5%
305 PPL PPL CORP Utilities 52,237.0 $1.8M 0.02% NEW $35.02 +0.7%
306 AME AMETEK INC Industrials 8,718.0 $1.8M 0.02% NEW $205.31 +9.5%
307 VIOO VANGUARD ADMIRAL FDS INC 16,051.0 $1.8M 0.02% NEW $110.96 +13.2%
308 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 25,802.0 $1.8M 0.02% NEW $68.23 +11.0%
309 PSX PHILLIPS 66 Energy 13,593.0 $1.8M 0.02% NEW $129.04 +41.3%
310 EMN EASTMAN CHEM CO Basic Materials 27,472.0 $1.8M 0.02% NEW $63.83 +11.1%
311 SAIA SAIA INC Industrials 5,253.0 $1.7M 0.02% NEW $326.52 +37.5%
312 CMS CMS ENERGY CORP Utilities 24,503.0 $1.7M 0.02% NEW $69.93 +3.1%
313 MANH MANHATTAN ASSOCIATES INC Technology 9,747.0 $1.7M 0.02% NEW $173.31 -21.9%
314 CAH CARDINAL HEALTH INC Healthcare 8,117.0 $1.7M 0.02% NEW $205.50 -3.1%
315 PFE PFIZER INC Healthcare 66,978.0 $1.7M 0.02% NEW $24.90 +3.1%
316 BWXT BWX TECHNOLOGIES INC Industrials 9,588.0 $1.7M 0.01% NEW $172.84 +17.3%
317 TDG TRANSDIGM GROUP INC Industrials 1,246.0 $1.7M 0.01% NEW $1329.85 -11.3%
318 NWSA NEWS CORP NEW Communication Services 63,397.0 $1.7M 0.01% NEW $26.12 +0.5%
319 STRL STERLING INFRASTRUCTURE INC Industrials 5,307.0 $1.6M 0.01% NEW $306.23 +137.8%
320 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 28,181.0 $1.6M 0.01% NEW $57.49 +34.9%
Page 16 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%