Titelia

Holdings of Gateway Fund

Gateway Trust · 201 declared positions · as of Mar 31, 2026

Original filing · Net assets 6.9B $ · Ten largest lines: 40.6 % of the equity sleeve

Sector breakdown

  • Technology 31.6 %
  • Financials 11.1 %
  • Communication 10.1 %
  • Consumer discretionary 9.3 %
  • Health care 8.8 %
  • Industrials 8.7 %
  • Consumer staples 3.6 %
  • Energy 2.8 %
  • Utilities 0.7 %
  • Materials 0.4 %
  • Real estate 0.3 %
  • Unattributed 12.5 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 99.2 %
  • NL 0.3 %
  • CA 0.2 %
  • GB 0.2 %
  • IE 0.1 %
  • KY 0.0 %
  • AU 0.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US1916.7B $99.19 %
NL117.5M $0.26 %
CA415.9M $0.24 %
GB212M $0.18 %
IE16.4M $0.09 %
KY12M $0.03 %
AU11.1M $0.02 %

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 3,076,464536.5M $7.74 %
Apple Inc 1,908,501484.4M $6.99 %
Microsoft Corp 981,047363.2M $5.24 %
Alphabet Inc 1,070,918307.2M $4.43 %
Amazon.com Inc 1,299,732270.7M $3.91 %
Broadcom Inc 592,085183.3M $2.64 %
Meta Platforms Inc 284,890163M $2.35 %
JPMorgan Chase & Co 507,312149.2M $2.15 %
Berkshire Hathaway Inc 307,923147.6M $2.13 %
Tesla Inc 338,091125.7M $1.81 %
Visa Inc 356,233107.7M $1.55 %
Eli Lilly & Co 116,518107.2M $1.55 %
Exxon Mobil Corp 603,642102.4M $1.48 %
Johnson & Johnson 373,40191.3M $1.32 %
Caterpillar Inc 121,15785.8M $1.24 %
Alphabet Inc 294,20484.6M $1.22 %
RTX Corp 438,40284.6M $1.22 %
Walmart Inc 601,14974.7M $1.08 %
Bank of America Corp 1,531,41574.7M $1.08 %
Morgan Stanley 414,28368.2M $0.98 %
Home Depot Inc/The 195,25864.2M $0.93 %
Netflix Inc 631,43060.7M $0.88 %
AbbVie Inc 277,97660.5M $0.87 %
Chevron Corp 290,89760.2M $0.87 %
Cisco Systems, Inc. 773,84560M $0.87 %
Costco Wholesale Corp 59,67559.5M $0.86 %
Wells Fargo & Co 661,05652.6M $0.76 %
Parker-Hannifin Corp 56,43050.5M $0.73 %
Advanced Micro Devices Inc 242,16649.3M $0.71 %
American Electric Power Co Inc 349,08745.8M $0.66 %
Merck & Co Inc 379,18745.6M $0.66 %
Honeywell International Inc 195,44544.2M $0.64 %
Hilton Worldwide Holdings Inc 140,50142.7M $0.62 %
Waste Management Inc 185,67242.7M $0.62 %
Eaton Corp PLC 118,72042.5M $0.61 %
Intuitive Surgical Inc 90,95141.9M $0.61 %
UnitedHealth Group Inc 154,74141.9M $0.60 %
Micron Technology Inc 123,71641.8M $0.60 %
ConocoPhillips 316,44241.8M $0.60 %
PepsiCo Inc 268,52441.7M $0.60 %
Aflac Inc 367,97240.4M $0.58 %
Cummins Inc 74,19539.9M $0.58 %
McDonald's Corp. 125,90139.1M $0.56 %
Lowe's Cos Inc 165,08139M $0.56 %
Palantir Technologies Inc 262,64838.4M $0.55 %
Deere & Co 66,90137.7M $0.54 %
Abbott Laboratories 366,88437.7M $0.54 %
Oracle Corp 254,41337.4M $0.54 %
Amgen Inc 104,36036.7M $0.53 %
AT&T Inc 1,244,30136.1M $0.52 %
Texas Instruments Inc 183,35635.6M $0.51 %
Corning Inc 252,85534.4M $0.50 %
CSX Corp 836,81234.4M $0.50 %
Intercontinental Exchange Inc 216,19434M $0.49 %
Mondelez International Inc 575,93433.2M $0.48 %
Analog Devices Inc 104,00133.1M $0.48 %
Arthur J Gallagher & Co 147,37431.9M $0.46 %
Boston Scientific Corp 494,28131M $0.45 %
Walt Disney Co/The 313,78930.2M $0.44 %
Aon PLC 91,11929.4M $0.42 %
Targa Resources Corp 115,38628.9M $0.42 %
Ameren Corp 260,97728.7M $0.41 %
Automatic Data Processing Inc 141,06428.7M $0.41 %
Vertex Pharmaceuticals Inc 62,71328M $0.40 %
HCA Healthcare Inc 58,73227.8M $0.40 %
Charles Schwab Corp/The 295,25227.7M $0.40 %
Boeing Co/The 138,15327.5M $0.40 %
WEC Energy Group Inc 231,30926.8M $0.39 %
GE Vernova Inc 30,53326.7M $0.38 %
Synchrony Financial 389,56026.5M $0.38 %
Capital One Financial Corp 144,45926.4M $0.38 %
QUALCOMM Inc 201,11625.9M $0.37 %
Martin Marietta Materials Inc 43,24425.5M $0.37 %
Monster Beverage Corp 349,44425.3M $0.37 %
Booking Holdings Inc 5,91724.9M $0.36 %
Cadence Design Systems Inc 84,38323.4M $0.34 %
Elevance Health Inc 79,40323.2M $0.34 %
Corteva Inc 275,73723.1M $0.33 %
Teradyne Inc 77,51823M $0.33 %
Prologis Inc 171,51722.7M $0.33 %
MSCI Inc 41,80422.5M $0.33 %
Adobe Inc 89,41421.7M $0.31 %
Intel Corp 489,95321.6M $0.31 %
ServiceNow Inc 204,55021.4M $0.31 %
International Business Machines Corp. 87,92221.3M $0.31 %
Consolidated Edison Inc 180,72120.5M $0.30 %
General Electric Co 70,98020.1M $0.29 %
Carrier Global Corp 355,19620M $0.29 %
Alliant Energy Corp 271,75019.5M $0.28 %
LyondellBasell Industries NV 217,40817.5M $0.25 %
CVS Health Corp 235,60116.9M $0.24 %
Southern Copper Corp 98,01916.9M $0.24 %
Lam Research Corp 77,83516.6M $0.24 %
Unum Group 219,43816M $0.23 %
Hubbell Inc 31,71515.6M $0.22 %
ONEOK Inc 167,49215.1M $0.22 %
Old Dominion Freight Line Inc 77,26415.1M $0.22 %
VeriSign Inc 59,70514.8M $0.21 %
Paychex Inc 160,54714.8M $0.21 %
Toll Brothers Inc 103,09314.1M $0.20 %
Copart Inc 421,72814M $0.20 %
NVR Inc 2,09313.8M $0.20 %
Crown Castle Inc 167,38813.6M $0.20 %
PayPal Holdings Inc 300,79313.6M $0.20 %
Target Corp 111,01613.5M $0.19 %
Ford Motor Co 1,111,30512.8M $0.19 %
Cheniere Energy Inc 45,03112.8M $0.18 %
Western Digital Corp 45,69312.4M $0.18 %
Live Nation Entertainment Inc 79,55612.1M $0.18 %
Genuine Parts Co 107,52811.4M $0.16 %
Sandisk Corp/DE 17,51911.1M $0.16 %
Crowdstrike Holdings Inc 27,41210.7M $0.15 %
Pentair PLC 121,06710.5M $0.15 %
Kimberly-Clark Corp 108,64310.5M $0.15 %
British American Tobacco PLC 171,37510M $0.14 %
RPM International Inc 95,9219.5M $0.14 %
Avery Dennison Corp 54,3609.4M $0.14 %
Waste Connections Inc 53,5058.7M $0.13 %
Steel Dynamics Inc 47,8018.6M $0.12 %
Dell Technologies Inc 52,3608.6M $0.12 %
Lennox International Inc 17,7668.2M $0.12 %
CDW Corp/DE 67,7188.2M $0.12 %
American Financial Group Inc/OH 62,2538M $0.11 %
Bunge Global SA 61,7817.9M $0.11 %
Coinbase Global Inc 44,6937.8M $0.11 %
Agilent Technologies Inc 67,5547.7M $0.11 %
Biogen Inc 39,6747.3M $0.11 %
AppLovin Corp 18,0097.2M $0.10 %
Canadian Pacific Kansas City Ltd 88,8997M $0.10 %
Moderna Inc 135,2466.9M $0.10 %
Extra Space Storage Inc 51,9236.8M $0.10 %
Smurfit Westrock PLC 169,2406.7M $0.10 %
Conagra Brands Inc 408,4926.4M $0.09 %
ICON PLC 57,6466.4M $0.09 %
Marvell Technology Inc 62,9096.2M $0.09 %
Veeva Systems Inc 35,1496.2M $0.09 %
Markel Group Inc 3,1556M $0.09 %
Charter Communications, Inc. 27,7346M $0.09 %
Dow Inc 140,5725.9M $0.08 %
Service Corp International/US 67,4545.6M $0.08 %
STERIS PLC 24,8255.5M $0.08 %
Illumina Inc 44,3605.5M $0.08 %
Brown-Forman Corp 200,7255.3M $0.08 %
Axon Enterprise Inc 12,3515.2M $0.08 %
Valvoline Inc 150,8455.1M $0.07 %
HEICO Corp 18,3735M $0.07 %
Freeport-McMoRan Inc 85,4225M $0.07 %
Universal Health Services Inc 27,6304.9M $0.07 %
Shopify Inc 39,6284.7M $0.07 %
CubeSmart 127,8804.7M $0.07 %
Lamar Advertising Co 36,7614.7M $0.07 %
Zebra Technologies Corp 22,2004.6M $0.07 %
Lumentum Holdings Inc 6,3574.5M $0.06 %
Coherent Corp 18,6264.4M $0.06 %
MercadoLibre Inc 2,5384.4M $0.06 %
Halliburton Co 110,1154.3M $0.06 %
Ally Financial Inc 106,6554.2M $0.06 %
ON Semiconductor Corp 66,4564.1M $0.06 %
Spotify Technology SA 8,4854.1M $0.06 %
Zillow Group Inc 99,3244.1M $0.06 %
Dick's Sporting Goods Inc 20,1714M $0.06 %
Solstice Advanced Materials Inc 48,8613.7M $0.05 %
FactSet Research Systems Inc 16,3553.5M $0.05 %
Essential Utilities Inc 83,7203.4M $0.05 %
Casey's General Stores Inc 4,5323.3M $0.05 %
Fidelity National Financial Inc 66,6553.1M $0.04 %
Workday Inc 22,6022.9M $0.04 %
OGE Energy Corp 61,2002.9M $0.04 %
Autoliv Inc 27,7182.9M $0.04 %
Lululemon Athletica Inc 16,5072.5M $0.04 %
Dollar General Corp 18,8902.2M $0.03 %
Brookfield Corp 55,1852.2M $0.03 %
Molina Healthcare Inc 16,7072.2M $0.03 %
Crown Holdings Inc 21,5062.2M $0.03 %
Sterling Infrastructure Inc 4,9512M $0.03 %
Fabrinet 3,8252M $0.03 %
Nextpower Inc 16,3742M $0.03 %
Vodafone Group PLC 129,2251.9M $0.03 %
Nutrien Ltd 25,6721.9M $0.03 %
Celsius Holdings Inc 54,0211.9M $0.03 %
MP Materials Corp 38,3731.9M $0.03 %
Twilio Inc 13,6811.7M $0.02 %
Booz Allen Hamilton Holding Corp 21,8021.7M $0.02 %
Watsco Inc 4,3111.6M $0.02 %
XPO Inc 7,4061.4M $0.02 %
BWX Technologies Inc 6,7861.4M $0.02 %
Restaurant Brands International Inc 18,4661.4M $0.02 %
IREN Ltd 31,3931.1M $0.02 %
Alcoa Corp 15,043997.8K $0.01 %
Westlake Corp 6,375744.7K $0.01 %
Kraft Heinz Co/The 32,330727.1K $0.01 %
Kratos Defense & Security Solutions, Inc. 9,139644.4K $0.01 %
Voya Financial Inc 7,987545.7K $0.01 %
Baidu Inc 4,419492.4K $0.01 %
Alnylam Pharmaceuticals Inc 1,352447.3K $0.01 %
Magna International Inc 7,969444.7K $0.01 %
Jones Lang LaSalle Inc 1,444439.4K $0.01 %
Rocket Cos Inc 28,609407.7K $0.01 %
Cleveland-Cliffs Inc 34,304289.9K $0.00 %
QIAGEN NV 6,142245.9K $0.00 %
Lumen Technologies Inc 16,369113.8K $0.00 %