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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 19 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VTR VENTAS INC Real Estate 14,432.0 $1.1M 0.01% NEW $77.38 +13.9%
362 CINF CINCINNATI FINL CORP Financial Services 6,813.0 $1.1M 0.01% NEW $163.33 +2.8%
363 PEGA PEGASYSTEMS INC Technology 18,464.0 $1.1M 0.01% NEW $59.72 -42.8%
364 TT TRANE TECHNOLOGIES PLC Industrials 2,793.0 $1.1M 0.01% NEW $389.20 +18.3%
365 ROP ROPER TECHNOLOGIES INC Industrials 2,401.0 $1.1M 0.01% NEW $445.13 -25.6%
366 EW EDWARDS LIFESCIENCES CORP Healthcare 12,234.0 $1.0M 0.01% NEW $85.25 -3.4%
367 GD GENERAL DYNAMICS CORP Industrials 3,059.0 $1.0M 0.01% NEW $336.61 +1.9%
368 JBL JABIL INC Technology 4,515.0 $1.0M 0.01% NEW $228.02 +48.6%
369 CHD CHURCH & DWIGHT CO INC Consumer Defensive 12,172.0 $1.0M 0.01% NEW $83.85 +14.2%
370 MRSH MARSH & MCLENNAN COS INC Financial Services 5,464.0 $1.0M 0.01% NEW $185.51 -10.5%
371 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,842.0 $993K 0.01% NEW $100.89 -4.3%
372 TEL TE CONNECTIVITY PLC Technology 4,353.0 $990K 0.01% NEW $227.51 -11.9%
373 HII HUNTINGTON INGALLS INDS INC Industrials 2,908.0 $989K 0.01% NEW $340.11 -3.2%
374 CBRE CBRE GROUP INC Real Estate 6,091.0 $979K 0.01% NEW $160.79 -20.3%
375 VST VISTRA CORP Utilities 6,063.0 $978K 0.01% NEW $161.33 -15.2%
376 JLL JONES LANG LASALLE INC Real Estate 2,896.0 $974K 0.01% NEW $336.47 -14.1%
377 RJF RAYMOND JAMES FINL INC Financial Services 6,047.0 $971K 0.01% NEW $160.59 -3.8%
378 BURL BURLINGTON STORES INC Consumer Cyclical 3,298.0 $953K 0.01% NEW $288.85 -1.0%
379 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,283.0 $952K 0.01% NEW $416.82 -26.1%
380 WBD WARNER BROS DISCOVERY INC Communication Services 32,896.0 $948K 0.01% NEW $28.82 -6.4%
Page 19 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%