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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 13 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IP INTERNATIONAL PAPER CO Consumer Cyclical 123,134.0 $4.4M 0.01% +1K +1.0% $35.70 +3.1%
242 BE BLOOM ENERGY CORP Industrials 32,332.0 $4.4M 0.01% +1K +4.6% $135.49 +142.8%
243 SCHG SCHWAB STRATEGIC TR 150,029.0 $4.4M 0.01% +3K +1.7% $29.13 +16.4%
244 BDX BECTON DICKINSON & CO Healthcare 27,714.0 $4.4M 0.01% +658.0 +2.4% $157.23 -8.4%
245 O REALTY INCOME CORP Real Estate 71,159.0 $4.4M 0.01% +8K +12.3% $61.18 -1.5%
246 DLR DIGITAL RLTY TR INC Real Estate 23,808.0 $4.3M 0.01% +291.0 +1.2% $180.21 +4.4%
247 SANDISK CORP 6,699.0 $4.3M 0.01% +1K +26.7% $635.33
248 KGS KODIAK GAS SVCS INC Energy 71,108.0 $4.1M 0.01% +56K +366.7% $58.32 +18.6%
249 SPIB SPDR SERIES TRUST 122,969.0 $4.1M 0.01% +2K +1.5% $33.54 -0.4%
250 VIOO VANGUARD ADMIRAL FDS INC 35,817.0 $4.1M 0.01% +25K +240.5% $114.83 +15.6%
251 IOO ISHARES TR 33,152.0 $4.0M 0.01% +31K +1460.1% $120.97 +15.0%
252 TER TERADYNE INC Technology 13,484.0 $4.0M 0.01% +175.0 +1.3% $296.45 +47.7%
253 TEM TEMPUS AI INC Healthcare 88,321.0 $4.0M 0.01% +7K +8.8% $45.22 +12.4%
254 SUB ISHARES TR 36,770.0 $3.9M 0.01% +3K +7.4% $106.50 +0.1%
255 CELH CELSIUS HLDGS INC Consumer Defensive 109,531.0 $3.9M 0.01% +73K +202.4% $35.48 -13.2%
256 OPRX OPTIMIZERX CORP Healthcare 614,992.0 $3.9M 0.01% +32K +5.6% $6.28 -20.7%
257 BBJP J P MORGAN EXCHANGE TRADED F 55,989.0 $3.9M 0.01% +3K +4.8% $68.91 +13.1%
258 PGX INVESCO EXCH TRADED FD TR II 354,246.0 $3.9M 0.01% +5K +1.5% $10.88 +1.0%
259 SPDW SPDR INDEX SHS FDS 84,409.0 $3.9M 0.01% +10K +13.3% $45.65 +13.5%
260 CRCL CIRCLE INTERNET GROUP INC Financial Services 38,930.0 $3.7M 0.01% +16K +71.8% $95.41 -15.9%
Page 13 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%