GIGATEWAY INVESTMENT ADVISERS LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings684 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

NVIDIA CORPORATION

5.4M$950M10.6%$130.03+62.24%
29 qtrssince 2019-Q1
Decreased
0

APPLE INC

2.7M$680.4M7.6%$117.14+169.18%
29 qtrssince 2019-Q1
Decreased
0

MICROSOFT CORP

1.2M$456.7M5.1%$137.01+181.07%
29 qtrssince 2019-Q1
Decreased
0

AMAZON COM INC

1.7M$344.6M3.8%$117.44+108.91%
29 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

1.2M$344.5M3.8%$95.63+271.26%
29 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC

507,886$290.6M3.2%$322.06+107.79%
29 qtrssince 2019-Q1
Decreased
0

BROADCOM INC

695,945$215.4M2.4%$156.98+154.79%
29 qtrssince 2019-Q1
Decreased
0

JPMORGAN CHASE & CO

579,629$170.5M1.9%$87.96+282.53%
29 qtrssince 2019-Q1
Decreased
0

BERKSHIRE HATHAWAY INC DEL

348,558$167M1.9%$225.92+111.29%
29 qtrssince 2019-Q1
Decreased
0

TESLA INC

431,559$160.4M1.8%$256.86+58.75%
22 qtrssince 2020-Q4
Decreased
0

ALPHABET INC

476,554$137M1.5%$112.33+217.98%
29 qtrssince 2019-Q1
Decreased
0

ELI LILLY & CO

135,174$124.3M1.4%$129.28+819.36%
29 qtrssince 2019-Q1
Decreased
0

VISA INC

394,434$119.2M1.3%$154.28+126.19%
29 qtrssince 2019-Q1
Decreased
0

EXXON MOBIL CORP

688,712$116.8M1.3%$57.43+141.83%
29 qtrssince 2019-Q1
Decreased
0

JOHNSON & JOHNSON

430,070$105.1M1.2%$123.82+107.54%
29 qtrssince 2019-Q1
Decreased
0

CATERPILLAR INC

132,148$93.6M1.0%$115.64+723.59%
29 qtrssince 2019-Q1
Decreased
0

RTX CORPORATION

471,281$90.9M1.0%$56.43+247.20%
24 qtrssince 2020-Q2
Decreased
0

WALMART INC

687,159$85.4M1.0%$50.97+123.45%
29 qtrssince 2019-Q1
Decreased
0

HOME DEPOT INC

249,625$82.1M0.9%$218.14+57.37%
29 qtrssince 2019-Q1
Decreased
0

BANK AMERICA CORP

1.7M$81.5M0.9%$24.47+143.90%
29 qtrssince 2019-Q1
Increased
42
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$9B
AUM
684
Positions
Q1 2026
Filing
Rating · 3.0
Quarterly Portfolio Change
-1%Q4'24$9B-3%Q1'25$8.7B+5%Q2'25$9.2B+13%Q3'25$10.3B+4%Q4'25$10.8B-17%Q1'26$9B
Activity profile
$ moved · Q1'26
New3%Increased13%Decreased82%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.2 years
<1Q11%1-4Q6%1-2Y5%2Y+79%

GATEWAY INVESTMENT ADVISERS LLC manages $9B across 684 positions as of Q1 2026. Top holdings: NVDA (10.6%), AAPL (7.6%), MSFT (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.

Q1 2026 Summary

Active quarter - 148 new positions, 45 exits, 277 increased. Top move: BAC (INCREASED, conviction 42). Portfolio: $9.0B across 684 positions.

Top holdings by portfolio weight

Total AUM$9B
NVDA10.59%
AAPL7.58%
MSFT5.09%
AMZN3.84%
GOOG3.84%
META3.24%
AVGO2.40%
JPM1.90%
BRK/B1.86%
TSLA1.79%
Other1.53%

Portfolio allocation by GICS sector

Sectors11
Technology35.36%
Financial Services12.36%
Communication Services10.77%
Consumer Cyclical10.09%
Healthcare9.67%
Industrials8.77%
Consumer Defensive4.26%
Energy3.65%
Utilities2.04%
Basic Materials1.57%
Other1.45%

Behavioral investing profile

7-dimension quality assessment
Solid(3.0 / 5.0)
Track Record68
Conviction39
Concentration63
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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