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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 16 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ARM ARM HOLDINGS PLC Technology 16,047.0 $2.4M 0.01% +3K +23.5% $151.28 +190.5%
302 DFUV DIMENSIONAL ETF TRUST 48,777.0 $2.4M 0.01% +4K +8.1% $48.46 +12.7%
303 BIIB BIOGEN INC Healthcare 12,854.0 $2.4M 0.01% +4K +52.2% $183.34 +7.2%
304 EXC EXELON CORP Utilities 47,862.0 $2.3M 0.01% +3K +6.3% $49.02 -6.5%
305 JCI JOHNSON CONTROLS INTERNATION Industrials 17,681.0 $2.3M 0.01% +9K +92.9% $130.95 +10.6%
306 HYMB SPDR SERIES TRUST 92,597.0 $2.3M 0.01% +1K +1.4% $24.80 +2.1%
307 JBL JABIL INC Technology 8,601.0 $2.3M 0.01% +793.0 +10.2% $265.64 +40.0%
308 IVOO VANGUARD ADMIRAL FDS INC 19,674.0 $2.2M 0.01% +17K +677.3% $114.32 +12.4%
309 RIG TRANSOCEAN LTD Energy 338,803.0 $2.2M 0.01% +22K +6.8% $6.63 -19.9%
310 STZ CONSTELLATION BRANDS INC Consumer Defensive 14,856.0 $2.2M 0.01% +4K +33.0% $150.00 -5.9%
311 BXSL BLACKSTONE SECD LENDING FD Financial Services 93,814.0 $2.2M 0.01% +3K +2.8% $23.69 -0.3%
312 MPLX MPLX LP Energy 38,911.0 $2.2M 0.01% +2K +4.8% $57.07 -0.4%
313 VSEC VSE CORP Industrials 11,936.0 $2.2M 0.01% +2K +23.6% $184.39 +18.9%
314 BOOT BOOT BARN HLDGS INC Consumer Cyclical 14,999.0 $2.2M 0.01% +11K +324.1% $146.36 +19.0%
315 GBCI GLACIER BANCORP INC NEW Financial Services 49,022.0 $2.2M 0.01% +24K +94.7% $44.67 +8.4%
316 MTUM ISHARES TR 9,024.0 $2.2M 0.01% +493.0 +5.8% $239.98 +41.1%
317 FRPT FRESHPET INC Consumer Defensive 36,464.0 $2.1M 0.01% +544.0 +1.5% $58.96 -6.7%
318 GM GENERAL MTRS CO Consumer Cyclical 28,820.0 $2.1M 0.01% +1K +5.4% $74.50 +6.4%
319 REGL PROSHARES TR 24,769.0 $2.1M 0.01% +16K +199.5% $86.41 +4.2%
320 AMPX AMPRIUS TECHNOLOGIES INC Industrials 126,622.0 $2.1M 0.01% +86K +215.4% $16.86 -4.1%
Page 16 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%