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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 5 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPY SPDR S&P 500 ETF TR Financial Services 38,015.0 $25.9M 0.24% NEW $681.92 +8.0%
82 GLW CORNING INC Technology 294,383.0 $25.8M 0.24% NEW $87.56 +102.1%
83 MA MASTERCARD INCORPORATED Financial Services 42,738.0 $24.4M 0.23% NEW $570.89 -12.2%
84 KO COCA COLA CO Consumer Defensive 347,935.0 $24.3M 0.23% NEW $69.91 +17.7%
85 APOS APOLLO GLOBAL MGMT INC Financial Services 164,465.0 $23.8M 0.22% NEW $144.76 -82.2%
86 TRGP TARGA RES CORP Energy 127,477.0 $23.5M 0.22% NEW $184.50 +49.6%
87 PLD PROLOGIS INC. Real Estate 178,729.0 $22.8M 0.21% NEW $127.66 +11.6%
88 CTVA CORTEVA INC Basic Materials 334,648.0 $22.4M 0.21% NEW $67.03 +18.8%
89 PYPL PAYPAL HLDGS INC Financial Services 364,979.0 $21.3M 0.20% NEW $58.38 -24.5%
90 APP APPLOVIN CORP Technology 31,494.0 $21.2M 0.20% NEW $673.81 -29.2%
91 TER TERADYNE INC Technology 107,358.0 $20.8M 0.19% NEW $193.56 +66.3%
92 LNT ALLIANT ENERGY CORP Utilities 316,407.0 $20.6M 0.19% NEW $65.01 +12.3%
93 VRSN VERISIGN INC Technology 81,322.0 $19.8M 0.18% NEW $242.95 +24.8%
94 INTC INTEL CORP Technology 534,534.0 $19.7M 0.18% NEW $36.90 +198.6%
95 HUBB HUBBELL INC Industrials 43,932.0 $19.5M 0.18% NEW $444.11 +5.1%
96 PG PROCTER AND GAMBLE CO Consumer Defensive 135,797.0 $19.5M 0.18% NEW $143.31 -1.0%
97 CARR CARRIER GLOBAL CORPORATION Industrials 363,946.0 $19.2M 0.18% NEW $52.84 +17.9%
98 CVS CVS HEALTH CORP Healthcare 240,603.0 $19.1M 0.18% NEW $79.36 +19.6%
99 GE GE AEROSPACE Industrials 61,061.0 $18.8M 0.17% NEW $308.03 -6.9%
100 ED CONSOLIDATED EDISON INC Utilities 188,003.0 $18.7M 0.17% NEW $99.32 +9.5%
Page 5 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%