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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 18 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RNR RENAISSANCERE HLDGS LTD Financial Services 4,647.0 $1.3M 0.01% NEW $281.17 +6.1%
342 UNP UNION PAC CORP Industrials 5,634.0 $1.3M 0.01% NEW $231.31 +18.9%
343 GNTX GENTEX CORP Consumer Cyclical 55,984.0 $1.3M 0.01% NEW $23.27 -2.5%
344 ZM ZOOM COMMUNICATIONS INC Technology 15,051.0 $1.3M 0.01% NEW $86.29 +14.6%
345 CAG CONAGRA BRANDS INC Consumer Defensive 74,653.0 $1.3M 0.01% NEW $17.31 -19.5%
346 JBHT HUNT J B TRANS SVCS INC Industrials 6,581.0 $1.3M 0.01% NEW $194.34 +34.5%
347 LPLA LPL FINL HLDGS INC Financial Services 3,514.0 $1.3M 0.01% NEW $357.17 -17.2%
348 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 4,106.0 $1.2M 0.01% NEW $303.91 +30.3%
349 AMP AMERIPRISE FINL INC Financial Services 2,538.0 $1.2M 0.01% NEW $490.34 -5.4%
350 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 39,874.0 $1.2M 0.01% NEW $31.21 +9.0%
351 DECK DECKERS OUTDOOR CORP Consumer Cyclical 11,975.0 $1.2M 0.01% NEW $103.67 -8.7%
352 ITW ILLINOIS TOOL WKS INC Industrials 5,017.0 $1.2M 0.01% NEW $246.30 +1.3%
353 DAL DELTA AIR LINES INC DEL Industrials 17,733.0 $1.2M 0.01% NEW $69.40 +1.2%
354 GIS GENERAL MLS INC Consumer Defensive 25,765.0 $1.2M 0.01% NEW $46.50 -28.1%
355 EVEREST GROUP LTD 3,525.0 $1.2M 0.01% NEW $339.35
356 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,120.0 $1.2M 0.01% NEW $287.22 +34.6%
357 AIG AMERICAN INTL GROUP INC Financial Services 13,814.0 $1.2M 0.01% NEW $85.55 -9.4%
358 CART MAPLEBEAR INC Consumer Cyclical 26,098.0 $1.2M 0.01% NEW $44.98 -8.9%
359 TROW PRICE T ROWE GROUP INC Financial Services 11,318.0 $1.2M 0.01% NEW $102.38 -0.0%
360 AA ALCOA CORP Basic Materials 21,559.0 $1.1M 0.01% NEW $53.14 +20.3%
Page 18 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%