SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Gateway Advisory, LLC

CIK 0001512404 · 900 SOUTH AVENUE WEST, WESTFIELD, NJ, 07090 · 908-233-8100

Reported Value
$235M
Q2 2022
Positions
64
Filings on Record
25
2019–present window
Filed
Aug 15, 2022
original filing

Summary

Gateway Advisory, Llc reported $235M in U.S.-listed holdings across 64 positions for Q2 2022.

The portfolio is heavily concentrated: ICSH alone accounts for 30.7% of reported value.

Compared with Q1 2022, the fund opened 2 new positions and exited 35.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $239MQ4 ’18Q1 ’19: $386MQ2 ’19: $389MQ3 ’19: $295MQ3 ’19Q4 ’19: $406MQ1 ’20: $297MQ2 ’20: $341MQ2 ’20Q3 ’20: $425MQ4 ’20: $459MQ1 ’21: $395MQ1 ’21Q2 ’21: $470MQ3 ’21: $480MQ4 ’21: $469MQ4 ’21Q1 ’22: $368MQ2 ’22: $235MQ3 ’22: $403MQ3 ’22Q4 ’22: $390MQ1 ’23: $449,120Q2 ’23: $472MQ2 ’23Q3 ’23: $490MQ4 ’23: $521MQ1 ’24: $570MQ1 ’24Q2 ’24: $589MQ3 ’24: $620Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$620M131Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$589M140Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$570M132May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$521M128Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$490M107Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$472M106Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$449,12093May 12, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2022$390M73Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$403M77Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$235M64Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$368M97Apr 21, 202213F-HRchanges · EDGAR ↗
Q4 2021$469M103Jan 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$480M117Oct 21, 202113F-HRchanges · EDGAR ↗
Q2 2021$470M104Aug 4, 202113F-HRchanges · EDGAR ↗
Q1 2021$395M93Apr 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$459M73Jan 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$425M66Oct 23, 202013F-HRchanges · EDGAR ↗
Q2 2020$341M60Jul 21, 202013F-HRchanges · EDGAR ↗
Q1 2020$297M56Apr 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$406M66Jan 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$295M61Oct 9, 201913F-HRchanges · EDGAR ↗
Q2 2019$389M59Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$386M63Apr 22, 201913F-HRchanges · EDGAR ↗
Q4 2018$239M58Jan 23, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.