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Portfolio (Quarterly) Guide ↗

BLAIR WILLIAM & CO/IL

· CIK 0000902367
13F Portfolio $34.9B AUM 1,922 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 155 New 708 Added 689 Reduced 100 Exited
Page 11 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ENB ENBRIDGE INC Energy 120,371.0 $6.5M 0.02% +643.0 +0.5% $54.14 +0.8%
202 CGUS CAPITAL GROUP CORE EQUITY ET 169,303.0 $6.5M 0.02% +3K +1.7% $38.42 +15.3%
203 DGRO ISHARES TR 92,225.0 $6.5M 0.02% +3K +3.0% $70.18 +6.6%
204 TSCO TRACTOR SUPPLY CO Consumer Cyclical 142,401.0 $6.5M 0.02% +11K +8.5% $45.30 -33.2%
205 ITA ISHARES TR 28,960.0 $6.3M 0.02% +4K +13.8% $218.75 +9.3%
206 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 106,485.0 $6.3M 0.02% +5K +4.5% $59.27 -20.8%
207 VCYT VERACYTE INC Healthcare 194,887.0 $6.3M 0.02% +3K +1.7% $32.21 +66.5%
208 IGV ISHARES TR 76,457.0 $6.1M 0.02% +69K +881.0% $80.05 +11.3%
209 BOTZ GLOBAL X FDS 183,769.0 $6.1M 0.02% +6K +3.3% $33.22 +15.5%
210 WDC WESTERN DIGITAL CORP Technology 22,491.0 $6.1M 0.02% +4K +18.9% $270.49 +163.3%
211 VCIT VANGUARD SCOTTSDALE FDS 72,966.0 $6.0M 0.02% +3K +3.6% $82.75 -0.3%
212 IWP ISHARES TR 46,975.0 $6.0M 0.02% +2K +5.5% $128.12 +10.8%
213 SHY ISHARES TR 72,800.0 $6.0M 0.02% +7K +9.9% $82.57 -0.7%
214 WELL WELLTOWER INC Real Estate 30,320.0 $6.0M 0.02% +379.0 +1.3% $197.71 +4.5%
215 PTLO PORTILLOS INC Consumer Cyclical 1,112,922.0 $5.9M 0.02% +128K +13.0% $5.29 -19.5%
216 VYMI VANGUARD WHITEHALL FDS 62,369.0 $5.9M 0.02% +39K +168.9% $94.24 +5.3%
217 IGSB ISHARES TR 110,159.0 $5.8M 0.02% +7K +6.4% $52.56 -0.5%
218 QUAL ISHARES TR 29,232.0 $5.6M 0.02% +623.0 +2.2% $191.81 +12.6%
219 PHM PULTE GROUP INC Consumer Cyclical 47,220.0 $5.6M 0.02% +9K +24.9% $117.61 +8.0%
220 CANADIAN PACIFIC KANSAS CITY 70,406.0 $5.5M 0.02% +4K +5.8% $78.66
Page 11 of 36  ·  708 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.5%
Financial Services 17.1%
Industrials 15.0%
Healthcare 12.5%
Consumer Cyclical 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Utilities 2.5%
Energy 2.5%
Basic Materials 2.1%