GIGATEWAY INVESTMENT ADVISERS LLC

Institutional investor · Portfolio as of Q1 2025

Top Holdings504 positions

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Activity:

Apple Inc.

2.8M$625.4M7.2%$52.78+318.32%
25 qtrssince 2019-Q1
Increased
62

Microsoft Corp.

1.4M$536.1M6.2%$120.43+208.08%
25 qtrssince 2019-Q1
Increased
61

NVIDIA Corp.

4.6M$498.4M5.7%$7.15+1412.84%
25 qtrssince 2019-Q1
Increased
62

Amazon.com, Inc.

1.8M$345.9M4.0%$91.93+106.97%
25 qtrssince 2019-Q1
Increased
57

Meta Platforms Inc

426,021$245.5M2.8%$165.33+246.93%
25 qtrssince 2019-Q1
Decreased
0

Berkshire Hathaway Inc.

426,191$227M2.6%$220.76+141.25%
25 qtrssince 2019-Q1
Increased
55

Alphabet Inc.

1.4M$220.3M2.5%$61.56+152.60%
25 qtrssince 2019-Q1
Decreased
0

JPMorgan Chase & Co.

707,934$173.7M2.0%$85.17+179.54%
25 qtrssince 2019-Q1
Increased
48

Visa Inc

474,552$166.3M1.9%$153.53+125.68%
25 qtrssince 2019-Q1
Increased
49

Broadcom Inc

889,361$148.9M1.7%$25.76+542.65%
25 qtrssince 2019-Q1
Increased
48

Eli Lilly & Co.

159,138$131.4M1.5%$126.41+546.53%
25 qtrssince 2019-Q1
Increased
48

Tesla Inc

500,195$129.6M1.5%$234.09+10.71%
18 qtrssince 2020-Q4
Decreased
0

EXXON MOBIL CORP

908,442$108M1.2%$57.23+98.87%
25 qtrssince 2019-Q1
Increased
48

UnitedHealth Group Inc.

203,819$106.8M1.2%$227.60+121.18%
25 qtrssince 2019-Q1
Increased
48

The Procter & Gamble Co.

623,235$106.2M1.2%$96.46+69.41%
25 qtrssince 2019-Q1
Increased
52

Home Depot Inc.

272,810$100M1.1%$174.64+101.67%
25 qtrssince 2019-Q1
Increased
50

Costco Wholesale Corporation

103,903$98.3M1.1%$342.92+173.47%
25 qtrssince 2019-Q1
Increased
51

Alphabet Inc.

609,065$94.2M1.1%$70.16+119.39%
25 qtrssince 2019-Q1
Increased
50

Johnson & Johnson

564,807$93.7M1.1%$119.49+33.60%
25 qtrssince 2019-Q1
Increased
51

Netflix, Inc.

100,401$93.6M1.1%$34.25+172.31%
25 qtrssince 2019-Q1
Increased
47
$8.7B
AUM
504
Positions
Q1 2025
Filing
HI score · 3.0/5
Quarterly 13F Value Change
+8%Q4'23$8.6B+2%Q1'24$8.8B+1%Q2'24$8.8B+3%Q3'24$9.1B-1%Q4'24$9B-3%Q1'25$8.7B
Activity profile
$ moved · Q1'25
New7%Increased61%Decreased29%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.0 years
<1Q1%1-4Q6%1-2Y7%2Y+87%

GATEWAY INVESTMENT ADVISERS LLC manages $8.7B across 504 positions as of Q1 2025. Top holdings: AAPL (7.2%), MSFT (6.2%), NVDA (5.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.

Q1 2025 Summary

Active quarter - 41 new positions, 23 exits, 249 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $8.7B across 504 positions.

Top holdings by portfolio weight

Total AUM$9B
AAPL7.18%
MSFT6.15%
NVDA5.72%
AMZN3.97%
META2.82%
BRK/B2.61%
GOOG2.53%
JPM1.99%
V1.91%
AVGO1.71%
Other1.51%

Portfolio allocation by GICS sector

Sectors11
Technology30.62%
Financial Services14.30%
Healthcare11.44%
Consumer Cyclical10.76%
Communication Services9.55%
Industrials8.01%
Consumer Defensive6.00%
Energy3.67%
Utilities2.32%
Real Estate1.49%
Other1.84%

Behavioral investing profile

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Steady Compounder- primarily Technology, Financial Services, Healthcare
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Solid(3.0 / 5.0)
Holdings P&L67
Conviction39
Concentration61
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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.

Similar Funds

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Accumulation Streaks

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

Security
6Q
CLCLColgate-Palmolive Co.
Q1 2025 → Q2 2026+77,328 shares+$7.1M
6Q
DECKDECKDeckers Outdoor Corp.
Q1 2025 → Q2 2026+20,609 shares+$1.4M
5Q
NVSNVSNOVARTIS AG
Q2 2025 → Q2 2026+3,922 shares+$734,180
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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