GIGATEWAY INVESTMENT ADVISERS LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings493 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.2M | $625.4M | 7.3% | $95.73 | +98.70% | 20 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.7M | $621.5M | 7.2% | $120.11 | +208.49% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2M | $311.4M | 3.6% | $107.85 | +40.88% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 555,799 | $275.2M | 3.2% | $16.23 | +204.88% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.7M | $242.7M | 2.8% | $95.55 | +46.40% | 20 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 503,772 | $179.7M | 2.1% | $206.12 | +73.03% | 20 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 496,200 | $175.6M | 2.0% | $165.77 | +112.04% | 20 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 598,927 | $148.8M | 1.7% | $253.39 | -1.94% | 13 qtrssince 2020-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 770,211 | $131M | 1.5% | $84.95 | +90.66% | 20 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 248,007 | $130.6M | 1.5% | $229.81 | +120.14% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 468,973 | $122.1M | 1.4% | $149.30 | +70.81% | 20 qtrssince 2019-Q1 | Increased 47 |
BROADCOM INC | 100,932 | $112.7M | 1.3% | $25.79 | +323.27% | 20 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 190,589 | $111.1M | 1.3% | $119.61 | +378.29% | 20 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 697,295 | $102.2M | 1.2% | $89.13 | +52.88% | 20 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 289,271 | $100.2M | 1.2% | $168.50 | +95.87% | 20 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL A | 709,351 | $99.1M | 1.2% | $94.75 | +46.32% | 20 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 622,290 | $97.5M | 1.1% | $117.71 | +25.24% | 20 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 971,489 | $97.1M | 1.1% | $56.00 | +65.44% | 20 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 2.3M | $77.7M | 0.9% | $23.86 | +34.52% | 20 qtrssince 2019-Q1 | Increased 42 |
ADOBE INC | 124,671 | $74.4M | 0.9% | $267.93 | +122.67% | 20 qtrssince 2019-Q1 | Decreased 0 |
GATEWAY INVESTMENT ADVISERS LLC manages $8.6B across 493 positions as of Q4 2023. Top holdings: AAPL (7.3%), MSFT (7.2%), AMZN (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 31 new positions, 32 exits, 129 increased. Top move: V (INCREASED, conviction 47). Portfolio: $8.6B across 493 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer