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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 13 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LEU CENTRUS ENERGY CORP Energy 29,140.0 $4.9M 0.01% +9K +48.3% $167.87 +11.0%
242 DIVO AMPLIFY ETF TR 105,925.0 $4.8M 0.01% +5K +4.5% $45.70 +6.3%
243 IMCG ISHARES TR 48,132.0 $4.7M 0.01% +6K +13.8% $98.30 -0.2%
244 O REALTY INCOME CORP Real Estate 76,246.0 $4.7M 0.01% +5K +7.2% $61.96 +1.0%
245 SPDW SPDR INDEX SHS FDS 93,163.0 $4.7M 0.01% +9K +10.4% $50.39 +3.2%
246 REGL PROSHARES TR 51,132.0 $4.7M 0.01% +26K +106.4% $91.57 +2.7%
247 VHT VANGUARD WORLD FD 15,636.0 $4.7M 0.01% +2K +18.8% $299.00 +9.6%
248 ROST ROSS STORES INC Consumer Cyclical 21,735.0 $4.6M 0.01% +2K +7.5% $212.85 +12.3%
249 DKS DICKS SPORTING GOODS INC Consumer Cyclical 20,106.0 $4.6M 0.01% +3K +19.0% $226.81 -19.2%
250 AYI ACUITY INC Industrials 11,591.0 $4.4M 0.01% +803.0 +7.4% $376.68 -8.9%
251 SLB SLB LIMITED Energy 93,024.0 $4.3M 0.01% +23K +32.8% $46.49 +15.9%
252 HYG ISHARES TR 53,983.0 $4.3M 0.01% +360.0 +0.7% $79.97 -0.5%
253 PPLT ABRDN PLATINUM ETF TRUST Financial Services 304,766.0 $4.3M 0.01% +261K +591.0% $14.13 +20.5%
254 MEDP MEDPACE HLDGS INC Healthcare 7,999.0 $4.2M 0.01% +481.0 +6.4% $529.59 +17.2%
255 BIDU BAIDU INC Communication Services 36,998.0 $4.2M 0.01% +3K +8.8% $114.29 -18.4%
256 BBY BEST BUY INC Consumer Cyclical 55,216.0 $4.2M 0.01% +4K +8.4% $75.88 +13.2%
257 SPIB SPDR SERIES TRUST 124,849.0 $4.2M 0.01% +2K +1.5% $33.46 -1.1%
258 PGX INVESCO EXCH TRADED FD TR II 382,748.0 $4.1M 0.01% +29K +8.1% $10.84 -2.2%
259 OKLO OKLO INC Utilities 79,266.0 $4.1M 0.01% +28K +54.1% $52.33 -19.6%
260 LITE LUMENTUM HLDGS INC Technology 4,753.0 $4.1M 0.01% +1K +35.5% $858.04 +1.0%
Page 13 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%