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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 22 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SNPS SYNOPSYS INC Technology 1,349.0 $634K 0.01% NEW $469.72 +6.1%
422 NKE NIKE INC Consumer Cyclical 9,944.0 $634K 0.01% NEW $63.71 -33.2%
423 AGNC AGNC INVT CORP Real Estate 58,385.0 $626K 0.01% NEW $10.72 -5.5%
424 XEL XCEL ENERGY INC Utilities 8,363.0 $618K 0.01% NEW $73.86 +5.7%
425 BRBR BELLRING BRANDS INC Consumer Defensive 22,820.0 $610K 0.01% NEW $26.73 -66.7%
426 PSTG PURE STORAGE INC Technology 9,023.0 $605K 0.01% NEW $67.01 +25.1%
427 NDAQ NASDAQ INC Financial Services 6,209.0 $603K 0.01% NEW $97.13 -4.7%
428 GLPI GAMING & LEISURE PPTYS INC Real Estate 13,256.0 $592K 0.01% NEW $44.69 +5.7%
429 BC BRUNSWICK CORP Consumer Cyclical 7,965.0 $591K 0.01% NEW $74.24 -1.0%
430 PANW PALO ALTO NETWORKS INC Technology 3,207.0 $591K 0.01% NEW $184.20 +34.4%
431 RMD RESMED INC Healthcare 2,452.0 $591K 0.01% NEW $240.87 -15.2%
432 PNC PNC FINL SVCS GROUP INC Financial Services 2,802.0 $585K 0.01% NEW $208.73 +2.4%
433 CB CHUBB LIMITED Financial Services 1,868.0 $583K 0.01% NEW $312.12 +5.8%
434 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 6,906.0 $583K 0.01% NEW $84.36 -8.7%
435 VICI VICI PPTYS INC Real Estate 20,615.0 $580K 0.01% NEW $28.12 +1.4%
436 AYI ACUITY INC Industrials 1,605.0 $578K 0.01% NEW $360.05 -24.4%
437 TRP TC ENERGY CORP Energy 10,403.0 $572K 0.01% NEW $55.01 +26.0%
438 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 57,109.0 $551K 0.01% NEW $9.65 +33.1%
439 YUM YUM BRANDS INC Consumer Cyclical 3,633.0 $550K 0.01% NEW $151.28 +0.7%
440 DUK DUKE ENERGY CORP NEW Utilities 4,636.0 $543K 0.01% NEW $117.21 +4.8%
Page 22 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%