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Portfolio (Quarterly) Guide ↗

BLAIR WILLIAM & CO/IL

· CIK 0000902367
13F Portfolio $38.4B AUM 2,054 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 167 New 809 Added 641 Reduced 91 Exited
Page 12 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AXSM AXSOME THERAPEUTICS INC. Healthcare 23,450.0 $5.7M 0.01% +7K +43.8% $244.77 -15.1%
222 TGT TARGET CORP Consumer Defensive 43,603.0 $5.7M 0.01% +3K +6.1% $130.61 +26.7%
223 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 95,810.0 $5.7M 0.01% +3K +3.6% $59.36 -8.6%
224 SCHF SCHWAB STRATEGIC TR 204,651.0 $5.7M 0.01% +11K +5.8% $27.70 +2.7%
225 COP CONOCOPHILLIPS Energy 54,338.0 $5.6M 0.01% +1K +2.5% $103.96 +29.7%
226 SPEM SPDR INDEX SHS FDS 107,797.0 $5.6M 0.01% +926.0 +0.9% $51.78 +1.2%
227 KGS KODIAK GAS SVCS INC Energy 74,290.0 $5.6M 0.01% +3K +4.5% $75.13 -18.2%
228 WEC WEC ENERGY GROUP INC Utilities 46,275.0 $5.4M 0.01% +763.0 +1.7% $116.77 -9.2%
229 TIP ISHARES TR 48,793.0 $5.3M 0.01% +2K +5.1% $109.43 -2.1%
230 SYM SYMBOTIC INC Industrials 117,920.0 $5.3M 0.01% +3K +2.5% $44.95 -6.9%
231 EWJ ISHARES INC 55,927.0 $5.2M 0.01% +3K +6.0% $93.27 +2.0%
232 PMAR INNOVATOR ETFS TRUST 107,812.0 $5.2M 0.01% +28K +35.7% $47.77 +1.7%
233 KMX CARMAX INC Consumer Cyclical 96,203.0 $5.1M 0.01% +6K +6.1% $52.89 +17.5%
234 HDV ISHARES TR 184,444.0 $5.1M 0.01% +147K +388.4% $27.41 +8.8%
235 IVOO VANGUARD ADMIRAL FDS INC 38,715.0 $5.0M 0.01% +19K +96.8% $130.40 -0.4%
236 VTR VENTAS INC Real Estate 56,438.0 $5.0M 0.01% +39K +230.6% $88.80 +4.8%
237 RGLD ROYAL GOLD INC Basic Materials 25,021.0 $5.0M 0.01% +467.0 +1.9% $199.61 +29.8%
238 IOO ISHARES TR 36,127.0 $4.9M 0.01% +3K +9.0% $136.60 +5.3%
239 ASTS AST SPACEMOBILE INC Technology 55,167.0 $4.9M 0.01% +27K +96.6% $88.86 -22.7%
240 COHR COHERENT CORP Technology 12,424.0 $4.9M 0.01% +4K +55.0% $394.46 -26.6%
Page 12 of 41  ·  809 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 29.6%
Financial Services 16.7%
Industrials 16.1%
Healthcare 11.5%
Consumer Cyclical 8.5%
Communication Services 5.4%
Consumer Defensive 4.4%
Utilities 3.1%
Basic Materials 2.0%
Energy 1.5%