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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 28 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,946.0 $260K 0.00% NEW $88.21 +14.1%
542 THC TENET HEALTHCARE CORP Healthcare 1,303.0 $259K 0.00% NEW $198.72 -8.1%
543 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,941.0 $257K 0.00% NEW $37.00 -9.6%
544 FANG DIAMONDBACK ENERGY INC Energy 1,677.0 $252K 0.00% NEW $150.33 +37.0%
545 OXY OCCIDENTAL PETE CORP Energy 6,128.0 $252K 0.00% NEW $41.12 +46.1%
546 ARW ARROW ELECTRS INC Technology 2,276.0 $251K 0.00% NEW $110.18 +86.6%
547 AMERICA MOVIL SAB DE CV 12,112.0 $250K 0.00% NEW $20.67
548 HPQ HP INC Technology 11,216.0 $250K 0.00% NEW $22.28 -6.5%
549 LIBERTY MEDIA CORP DEL 2,533.0 $250K 0.00% NEW $98.51
550 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 890.0 $248K 0.00% NEW $278.92 -12.7%
551 SF STIFEL FINL CORP Financial Services 1,977.0 $248K 0.00% NEW $125.22 -41.5%
552 AGCO AGCO CORP Industrials 2,367.0 $247K 0.00% NEW $104.32 +6.1%
553 INGR INGREDION INC Consumer Defensive 2,210.0 $244K 0.00% NEW $110.28 -8.9%
554 DOX AMDOCS LTD Technology 3,015.0 $243K 0.00% NEW $80.52 -22.5%
555 OLN OLIN CORP Basic Materials 11,457.0 $239K 0.00% NEW $20.83 +25.6%
556 PWR QUANTA SVCS INC Industrials 562.0 $237K 0.00% NEW $422.06 +67.5%
557 EPAM EPAM SYS INC Technology 1,154.0 $236K 0.00% NEW $204.88 -50.7%
558 NFG NATIONAL FUEL GAS CO Energy 2,947.0 $236K 0.00% NEW $80.06 +4.1%
559 SHW SHERWIN WILLIAMS CO Basic Materials 724.0 $235K 0.00% NEW $324.03 -8.7%
560 SLB SLB LIMITED Energy 6,016.0 $231K 0.00% NEW $38.38 +48.2%
Page 28 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%