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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 14 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TTAN SERVICETITAN INC Technology 57,348.0 $3.6M 0.01% +20K +54.3% $63.46 +1.2%
262 SRE SEMPRA Utilities 37,040.0 $3.6M 0.01% +3K +7.5% $97.17 -6.7%
263 SLB SLB LIMITED Energy 70,032.0 $3.6M 0.01% +11K +18.6% $51.39 -6.4%
264 SPYG SPDR SERIES TRUST 36,748.0 $3.6M 0.01% +4K +10.7% $97.91 +22.1%
265 VHT VANGUARD WORLD FD 13,166.0 $3.6M 0.01% +949.0 +7.8% $272.33 +3.0%
266 SPG SIMON PPTY GROUP INC NEW Real Estate 19,026.0 $3.5M 0.01% +3K +16.0% $186.53 +13.3%
267 PMAR INNOVATOR ETFS TRUST 79,433.0 $3.5M 0.01% +44K +121.3% $44.62 +6.9%
268 DD DUPONT DE NEMOURS INC Basic Materials 75,753.0 $3.5M 0.01% +1K +1.7% $45.80 +4.1%
269 DELL DELL TECHNOLOGIES INC Technology 20,968.0 $3.4M 0.01% +11K +114.9% $164.13 +149.8%
270 IFRA ISHARES TR 59,324.0 $3.4M 0.01% +53K +784.6% $57.20 +8.4%
271 NGNE NEUROGENE INC Healthcare 168,218.0 $3.4M 0.01% +5K +2.8% $20.16 +56.4%
272 IMCG ISHARES TR 42,294.0 $3.3M 0.01% +16K +59.3% $78.77 +23.2%
273 AMG AFFILIATED MANAGERS GROUP Financial Services 11,883.0 $3.3M 0.01% +1K +10.8% $276.70 +27.5%
274 OSBC OLD SECOND BANCORP INC DEL Financial Services 162,883.0 $3.3M 0.01% +9K +5.6% $20.16 +8.6%
275 BBY BEST BUY INC Consumer Cyclical 50,914.0 $3.3M 0.01% +4K +8.6% $64.20 +16.4%
276 LH LABCORP HOLDINGS INC Healthcare 12,113.0 $3.2M 0.01% +362.0 +3.1% $266.81 -4.1%
277 SCHR SCHWAB STRATEGIC TR 128,984.0 $3.2M 0.01% +6K +5.0% $24.91 -1.2%
278 MSTR STRATEGY INC Technology 25,396.0 $3.2M 0.01% +6K +29.2% $124.80 -9.8%
279 PSN PARSONS CORP DEL Industrials 58,161.0 $3.2M 0.01% +25K +75.7% $54.17 -3.6%
280 PPA INVESCO EXCHANGE TRADED FD T 18,705.0 $3.1M 0.01% +750.0 +4.2% $165.70 +5.8%
Page 14 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%