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GATEWAY INVESTMENT ADVISERS LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1114618

$10.13B

disclosed book value

779

positions

10.5%

largest position share

Positions, as of 2026-06-30

top 100 of 779 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION5.3M$1.06B10.5%
2AAPLAPPLE INC2.7M$779.1M7.7%
3MSFTMICROSOFT CORP1.2M$441.5M4.4%
4GOOGALPHABET INC1.1M$380.7M3.8%
5AMZNAMAZON COM INC1.6M$371.8M3.7%
6METAMETA PLATFORMS INC525,071$295.8M2.9%
7AVGOBROADCOM INC683,491$258.2M2.5%
8MUMICRON TECHNOLOGY INC161,538$186.5M1.8%
9JPMJPMORGAN CHASE & CO557,205$182.4M1.8%
10TSLATESLA INC428,717$180.3M1.8%
11GOOGLALPHABET INC484,692$173.2M1.7%
12BRK/BBERKSHIRE HATHAWAY INC DEL313,238$156.7M1.5%
13LLYELI LILLY & CO126,367$151.6M1.5%
14AMDADVANCED MICRO DEVICES INC232,653$135.2M1.3%
15VVISA INC393,831$135.1M1.3%
16JNJJOHNSON & JOHNSON408,642$103.8M1%
17LRCXLAM RESEARCH CORP232,236$100.6M1%
18CATCATERPILLAR INC92,976$99.0M1%
19EXMOCEXXON MOBIL CORP703,725$96.2M0.9%
20MSMORGAN STANLEY445,166$93.1M0.9%
21INTCINTEL CORP661,245$92.3M0.9%
22HDHOME DEPOT INC251,114$88.6M0.9%
23RTXRTX CORPORATION466,435$88.5M0.9%
24CSCOCISCO SYS INC714,281$83.9M0.8%
25BACBANK OF AMER CORP1.5M$83.5M0.8%
26WMTWALMART INC683,106$77.4M0.8%
27ABBVABBVIE INC304,186$76.5M0.8%
28COSTCOSTCO WHOLESALE CORPORATION75,235$70.4M0.7%
29UNHUNITEDHEALTH GROUP INC167,318$69.5M0.7%
30WDCWESTERN DIGITAL CORP107,914$68.9M0.7%
31SNDKSANDISK CORP27,630$62.8M0.6%
32TXNTEXAS INSTRS INC202,608$60.4M0.6%
33WFCWELLS FARGO & CO730,317$60.4M0.6%
34PHPARKER-HANNIFIN CORP59,337$58.0M0.6%
35MRKMERCK & CO INC433,052$55.6M0.5%
36CMICUMMINS INC77,640$55.4M0.5%
37PLTRPALANTIR TECHNOLOGIES INC459,843$53.6M0.5%
38EATON CORP PLC124,947$53.2M0.5%
39NFLXNETFLIX INC.728,336$52.0M0.5%
40CVXCHEVRON CORPORATION311,376$51.6M0.5%
41AEPAMERICAN ELEC PWR CO INC374,864$51.3M0.5%
42HLTHILTON WORLDWIDE HLDGS INC146,370$48.4M0.5%
43ISRGINTUITIVE SURGICAL INC118,560$47.1M0.5%
44DEDEERE & CO71,614$45.4M0.4%
45AFLAFLAC INC375,411$44.0M0.4%
46ORCLORACLE CORP300,339$44.0M0.4%
47ADIANALOG DEVICES INC110,760$44.0M0.4%
48WMWASTE MGMT INC DEL192,506$42.9M0.4%
49AMGNAMGEN INC117,268$42.5M0.4%
50GLWCORNING INC164,937$42.1M0.4%
51GEVGE VERNOVA INC35,853$42.1M0.4%
52LOWLOWES COS INC188,853$41.6M0.4%
53CSXCSX CORP864,040$41.1M0.4%
54INSMINSMED INC365,000$38.9M0.4%
55PEPPEPSICO INC284,112$38.5M0.4%
56COHRCOHERENT CORP95,206$37.6M0.4%
57CORCENCORA INC131,164$37.1M0.4%
58MNSTMONSTER BEVERAGE CORP NEW383,269$36.8M0.4%
59MCDMCDONALDS CORP134,396$36.3M0.4%
60ABTABBOTT LABORATORIES399,486$36.2M0.4%
61COPCONOCOPHILLIPS339,961$35.3M0.3%
62SPYSTATE STR SPDR S&P 500 ETF T46,883$35.0M0.3%
63SYFSYNCHRONY FINANCIAL458,842$34.9M0.3%
64AJGGALLAGHER ARTHUR J & CO151,193$34.7M0.3%
65MDLZMONDELEZ INTL INC599,506$34.7M0.3%
66TRGPTARGA RES CORP126,602$33.9M0.3%
67VRTXVERTEX PHARMACEUTICALS INC67,289$33.4M0.3%
68ADPAUTOMATIC DATA PROCESSING IN148,876$33.3M0.3%
69CDNSCADENCE DESIGN SYSTEM INC88,304$33.1M0.3%
70AEEAMEREN CORP292,966$33.1M0.3%
71ELVELEVANCE HEALTH INC FORMERLY85,451$33.0M0.3%
72TERTERADYNE INC67,527$32.7M0.3%
73BABOEING CO150,476$32.6M0.3%
74AON PLC95,912$31.8M0.3%
75DISDISNEY WALT CO326,714$31.4M0.3%
76COFCAPITAL ONE FINL CORP149,932$30.1M0.3%
77TAT&T INC1.4M$29.0M0.3%
78ICEINTERCONTINENTAL EXCHANGE IN225,185$27.7M0.3%
79DELLDELL TECHNOLOGIES INC63,319$27.3M0.3%
80WECWEC ENERGY GROUP INC233,060$27.2M0.3%
81CVSCVS HEALTH CORP258,442$26.7M0.3%
82CARRCARRIER GLOBAL CORPORATION363,840$26.7M0.3%
83MLMMARTIN MARIETTA MATLS INC45,443$26.2M0.3%
84SEAGATE TECHNOLOGY HLDNGS PL27,093$26.1M0.3%
85KMBKIMBERLY-CLARK CORP225,216$24.7M0.2%
86HCAHCA HEALTHCARE INC62,867$24.5M0.2%
87MSCIMSCI INC43,317$24.3M0.2%
88PLDPROLOGIS INC.177,380$24.0M0.2%
89CTVACORTEVA INC283,526$24.0M0.2%
90TOLTOLL BROTHERS INC140,680$23.2M0.2%
91HONEYWELL INTL INC101,280$22.7M0.2%
92HONEYWELL AEROSPACE INC101,308$22.4M0.2%
93LNTALLIANT ENERGY CORP292,091$22.3M0.2%
94ADBEADOBE INC108,439$22.2M0.2%
95NOWSERVICENOW INC220,605$21.9M0.2%
96BSXBOSTON SCIENTIFIC CORP496,912$21.2M0.2%
97UNMUNUM GROUP235,636$21.1M0.2%
98APOAPOLLO GLOBAL MGMT INC164,274$19.4M0.2%
99SCCOSOUTHERN COPPER CORP109,580$19.1M0.2%
100HUBBHUBBELL INC34,785$18.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.