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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 23 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 KEY KEYCORP Financial Services 47,158.0 $946K 0.00% +15K +44.6% $20.05 +12.7%
442 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 11,340.0 $914K 0.00% +3K +36.2% $80.56 -25.4%
443 CNOB CONNECTONE BANCORP INC Financial Services 33,955.0 $909K 0.00% +385.0 +1.1% $26.77 +21.2%
444 NXPI NXP SEMICONDUCTORS N V Technology 4,555.0 $897K 0.00% +189.0 +4.3% $196.86 +59.1%
445 VSS VANGUARD INTL EQUITY INDEX F 6,036.0 $880K 0.00% +34.0 +0.6% $145.78 +8.1%
446 QYLD GLOBAL X FDS 50,637.0 $868K 0.00% +3K +5.9% $17.15 +8.0%
447 LANDBRIDGE COMPANY LLC 12,576.0 $868K 0.00% +101.0 +0.8% $69.05
448 CLS CELESTICA INC Technology 3,068.0 $864K 0.00% +1K +66.4% $281.72 +32.2%
449 ONB OLD NATL BANCORP IND Financial Services 38,787.0 $857K 0.00% +6K +16.8% $22.10 +12.2%
450 PPL PPL CORP Utilities 22,395.0 $855K 0.00% +7K +47.2% $38.20 -7.4%
451 ROBO EXCHANGE TRADED CONCEPTS TRU 12,451.0 $852K 0.00% +9K +245.7% $68.43 +25.7%
452 ZROZ PIMCO ETF TR 12,969.0 $830K 0.00% +2K +19.7% $64.01 +1.3%
453 IYH ISHARES TR 13,432.0 $828K 0.00% +2K +12.8% $61.64 +1.7%
454 WTRG ESSENTIAL UTILS INC Utilities 20,477.0 $825K 0.00% +411.0 +2.0% $40.27 -8.9%
455 MOS MOSAIC CO Basic Materials 31,559.0 $805K 0.00% +592.0 +1.9% $25.50 -10.2%
456 W WAYFAIR INC Consumer Cyclical 10,675.0 $803K 0.00% +2K +29.7% $75.21 +17.7%
457 WRB BERKLEY W R CORP Financial Services 12,043.0 $798K 0.00% +872.0 +7.8% $66.28 +1.4%
458 OWL BLUE OWL CAPITAL INC Financial Services 87,362.0 $798K 0.00% +18K +26.8% $9.13 +4.4%
459 JHMM JOHN HANCOCK EXCHANGE TRADED 11,714.0 $786K 0.00% +598.0 +5.4% $67.12 +9.9%
460 IYM ISHARES TR 4,426.0 $779K 0.00% +4K +738.3% $175.94 +5.3%
Page 23 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%