GATEWAY INVESTMENT ADVISERS LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 0 | 1,344,306 | +1,344,306 | 0 | 421,843,237 | +421,843,237 |
| NVIDIA CORPORATION | 0 | 5,824,310 | +5,824,310 | 0 | 1,086,233,790 | +1,086,233,790 |
| APPLE INC | 0 | 3,086,898 | +3,086,898 | 0 | 839,204,028 | +839,204,028 |
| INSMED INC | 0 | 365,000 | +365,000 | 0 | 63,524,600 | +63,524,600 |
| ELI LILLY & CO | 0 | 157,812 | +157,812 | 0 | 169,597,400 | +169,597,400 |
| ALPHABET INC | 0 | 615,224 | +615,224 | 0 | 192,565,123 | +192,565,123 |
| MICRON TECHNOLOGY INC | 0 | 189,040 | +189,040 | 0 | 53,953,948 | +53,953,948 |
| AMAZON COM INC | 0 | 1,950,384 | +1,950,384 | 0 | 450,187,572 | +450,187,572 |
| APPLOVIN CORP | 0 | 31,494 | +31,494 | 0 | 21,221,125 | +21,221,125 |
| BROADCOM INC | 0 | 827,745 | +827,745 | 0 | 286,482,525 | +286,482,525 |
| CATERPILLAR INC | 0 | 156,896 | +156,896 | 0 | 89,881,223 | +89,881,223 |
| JOHNSON & JOHNSON | 0 | 513,725 | +513,725 | 0 | 106,315,362 | +106,315,362 |
| INTUITIVE SURGICAL INC | 0 | 97,808 | +97,808 | 0 | 55,394,539 | +55,394,539 |
| MERCK & CO INC | 0 | 537,068 | +537,068 | 0 | 56,531,757 | +56,531,757 |
| ROBINHOOD MKTS INC | 0 | 101,174 | +101,174 | 0 | 11,442,779 | +11,442,779 |
| ADVANCED MICRO DEVICES INC | 0 | 323,993 | +323,993 | 0 | 69,386,341 | +69,386,341 |
| PARKER-HANNIFIN CORP | 0 | 75,524 | +75,524 | 0 | 66,382,794 | +66,382,794 |
| CISCO SYS INC | 0 | 1,043,748 | +1,043,748 | 0 | 80,399,938 | +80,399,938 |
| RTX CORPORATION | 0 | 549,136 | +549,136 | 0 | 100,711,542 | +100,711,542 |
| KRAFT HEINZ CO | 0 | 409,854 | +409,854 | 0 | 9,938,960 | +9,938,960 |
| MORGAN STANLEY | 0 | 439,349 | +439,349 | 0 | 77,997,550 | +77,997,550 |
| COHERENT CORP | 0 | 70,248 | +70,248 | 0 | 12,965,673 | +12,965,673 |
| CONSTELLATION ENERGY CORP | 0 | 24,742 | +24,742 | 0 | 8,740,606 | +8,740,606 |
| CUMMINS INC | 0 | 77,379 | +77,379 | 0 | 39,498,111 | +39,498,111 |
| WELLS FARGO CO NEW | 0 | 720,322 | +720,322 | 0 | 67,134,007 | +67,134,007 |
| GE VERNOVA INC | 0 | 45,443 | +45,443 | 0 | 29,700,225 | +29,700,225 |
| COINBASE GLOBAL INC | 0 | 30,377 | +30,377 | 0 | 6,869,455 | +6,869,455 |
| AMGEN INC | 0 | 138,641 | +138,641 | 0 | 45,378,471 | +45,378,471 |
| CHARTER COMMUNICATIONS INC N | 0 | 28,316 | +28,316 | 0 | 5,910,965 | +5,910,965 |
| MONSTER BEVERAGE CORP NEW | 0 | 474,626 | +474,626 | 0 | 36,389,575 | +36,389,575 |
| TERADYNE INC | 0 | 107,358 | +107,358 | 0 | 20,780,233 | +20,780,233 |
| EXXON MOBIL CORP | 0 | 834,730 | +834,730 | 0 | 100,451,371 | +100,451,371 |
| CAPITAL ONE FINL CORP | 0 | 186,686 | +186,686 | 0 | 45,245,219 | +45,245,219 |
| SYNCHRONY FINANCIAL | 0 | 408,790 | +408,790 | 0 | 34,105,350 | +34,105,350 |
| LUMENTUM HLDGS INC | 0 | 17,129 | +17,129 | 0 | 6,313,578 | +6,313,578 |
| COCA-COLA EUROPACIFIC PARTNE | 0 | 62,328 | +62,328 | 0 | 5,653,150 | +5,653,150 |
| LULULEMON ATHLETICA INC | 0 | 45,062 | +45,062 | 0 | 9,364,334 | +9,364,334 |
| VERTEX PHARMACEUTICALS INC | 0 | 66,108 | +66,108 | 0 | 29,970,723 | +29,970,723 |
| HILTON WORLDWIDE HLDGS INC | 0 | 145,576 | +145,576 | 0 | 41,816,706 | +41,816,706 |
| VISA INC | 0 | 464,607 | +464,607 | 0 | 162,942,415 | +162,942,415 |
| MODERNA INC | 0 | 140,454 | +140,454 | 0 | 4,141,988 | +4,141,988 |
| WATSCO INC | 0 | 11,446 | +11,446 | 0 | 3,856,730 | +3,856,730 |
| WALMART INC | 0 | 779,872 | +779,872 | 0 | 86,885,518 | +86,885,518 |
| ESSENTIAL UTILS INC | 0 | 92,972 | +92,972 | 0 | 3,566,406 | +3,566,406 |
| TESLA INC | 0 | 498,845 | +498,845 | 0 | 224,340,573 | +224,340,573 |
| CENCORA INC | 0 | 120,592 | +120,592 | 0 | 40,729,948 | +40,729,948 |
| SANDISK CORP | 0 | 13,581 | +13,581 | 0 | 3,223,858 | +3,223,858 |
| APPLIED MATLS INC | 0 | 62,098 | +62,098 | 0 | 15,958,565 | +15,958,565 |
| SOLSTICE ADVANCED MATLS INC | 0 | 57,418 | +57,418 | 0 | 2,789,366 | +2,789,366 |
| OLD DOMINION FREIGHT LINE IN | 0 | 91,552 | +91,552 | 0 | 14,355,375 | +14,355,375 |
| ELEVANCE HEALTH INC FORMERLY | 0 | 99,790 | +99,790 | 0 | 34,981,539 | +34,981,539 |
| INTEL CORP | 0 | 534,534 | +534,534 | 0 | 19,724,305 | +19,724,305 |
| BIOGEN INC | 0 | 48,161 | +48,161 | 0 | 8,475,854 | +8,475,854 |
| SOUTHERN COPPER CORP | 0 | 109,716 | +109,716 | 0 | 15,740,955 | +15,740,955 |
| QUALCOMM INC | 0 | 287,997 | +287,997 | 0 | 49,261,948 | +49,261,948 |
| WESTERN DIGITAL CORP | 0 | 46,776 | +46,776 | 0 | 8,058,102 | +8,058,102 |
| THERMO FISHER SCIENTIFIC INC | 0 | 27,086 | +27,086 | 0 | 15,694,754 | +15,694,754 |
| PROLOGIS INC. | 0 | 178,729 | +178,729 | 0 | 22,816,590 | +22,816,590 |
| TARGA RES CORP | 0 | 127,477 | +127,477 | 0 | 23,519,507 | +23,519,507 |
| VODAFONE GROUP PLC NEW | 0 | 352,038 | +352,038 | 0 | 4,650,422 | +4,650,422 |
| EMCOR GROUP INC | 0 | 3,583 | +3,583 | 0 | 2,192,044 | +2,192,044 |
| APOLLO GLOBAL MGMT INC | 0 | 164,465 | +164,465 | 0 | 23,807,953 | +23,807,953 |
| FIFTH THIRD BANCORP | 0 | 210,902 | +210,902 | 0 | 9,872,335 | +9,872,335 |
| LAM RESEARCH CORP | 0 | 103,089 | +103,089 | 0 | 17,646,754 | +17,646,754 |
| CROWN HLDGS INC | 0 | 53,682 | +53,682 | 0 | 5,527,636 | +5,527,636 |
| ACCENTURE PLC IRELAND | 0 | 14,603 | +14,603 | 0 | 3,917,874 | +3,917,874 |
| TRANSUNION | 0 | 37,439 | +37,439 | 0 | 3,210,394 | +3,210,394 |
| SCHWAB CHARLES CORP | 0 | 379,129 | +379,129 | 0 | 37,878,778 | +37,878,778 |
| CENTENE CORP DEL | 0 | 52,816 | +52,816 | 0 | 2,173,378 | +2,173,378 |
| CINTAS CORP | 0 | 16,289 | +16,289 | 0 | 3,063,472 | +3,063,472 |
| DRAFTKINGS INC NEW | 0 | 82,131 | +82,131 | 0 | 2,830,234 | +2,830,234 |
| FIRST HORIZON CORPORATION | 0 | 134,671 | +134,671 | 0 | 3,218,632 | +3,218,632 |
| GILEAD SCIENCES INC | 0 | 122,139 | +122,139 | 0 | 14,991,356 | +14,991,356 |
| MASTERCARD INCORPORATED | 0 | 42,738 | +42,738 | 0 | 24,398,496 | +24,398,496 |
| CORNING INC | 0 | 294,383 | +294,383 | 0 | 25,776,175 | +25,776,175 |
| ADOBE INC | 0 | 126,201 | +126,201 | 0 | 44,169,088 | +44,169,088 |
| COCA COLA CO | 0 | 347,935 | +347,935 | 0 | 24,324,169 | +24,324,169 |
| SALESFORCE INC | 0 | 54,879 | +54,879 | 0 | 14,537,996 | +14,537,996 |
| ILLUMINA INC | 0 | 46,086 | +46,086 | 0 | 6,044,640 | +6,044,640 |
| NUTRIEN LTD | 0 | 56,712 | +56,712 | 0 | 3,500,257 | +3,500,257 |
| ATLASSIAN CORPORATION | 0 | 19,932 | +19,932 | 0 | 3,231,774 | +3,231,774 |
| IDEXX LABS INC | 0 | 12,295 | +12,295 | 0 | 8,317,936 | +8,317,936 |
| AMERICAN ELEC PWR CO INC | 0 | 373,400 | +373,400 | 0 | 43,056,754 | +43,056,754 |
| STERLING INFRASTRUCTURE INC | 0 | 5,307 | +5,307 | 0 | 1,625,163 | +1,625,163 |
| ROSS STORES INC | 0 | 10,969 | +10,969 | 0 | 1,975,956 | +1,975,956 |
| NEXTPOWER INC | 0 | 24,006 | +24,006 | 0 | 2,091,163 | +2,091,163 |
| STEEL DYNAMICS INC | 0 | 50,348 | +50,348 | 0 | 8,531,407 | +8,531,407 |
| ZIONS BANCORPORATION N A | 0 | 108,165 | +108,165 | 0 | 6,331,979 | +6,331,979 |
| DOLLAR GEN CORP NEW | 0 | 15,365 | +15,365 | 0 | 2,040,011 | +2,040,011 |
| PEPSICO INC | 0 | 297,834 | +297,834 | 0 | 42,745,075 | +42,745,075 |
| AVERY DENNISON CORP | 0 | 64,822 | +64,822 | 0 | 11,789,825 | +11,789,825 |
| KLA CORP | 0 | 4,338 | +4,338 | 0 | 5,271,017 | +5,271,017 |
| BJS WHSL CLUB HLDGS INC | 0 | 22,137 | +22,137 | 0 | 1,992,994 | +1,992,994 |
| MARRIOTT INTL INC NEW | 0 | 25,690 | +25,690 | 0 | 7,970,066 | +7,970,066 |
| FORD MTR CO | 0 | 1,124,191 | +1,124,191 | 0 | 14,749,386 | +14,749,386 |
| FORTINET INC | 0 | 40,138 | +40,138 | 0 | 3,187,359 | +3,187,359 |
| SMURFIT WESTROCK PLC | 0 | 191,277 | +191,277 | 0 | 7,396,682 | +7,396,682 |
| TJX COS INC NEW | 0 | 19,966 | +19,966 | 0 | 3,066,977 | +3,066,977 |
| QIAGEN NV | 0 | 55,094 | +55,094 | 0 | 2,477,577 | +2,477,577 |
| HALLIBURTON CO | 0 | 195,077 | +195,077 | 0 | 5,512,869 | +5,512,869 |