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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 24 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GNR SPDR INDEX SHS FDS 10,402.0 $777K 0.00% +6K +131.3% $74.67 -6.9%
462 CLH CLEAN HARBORS INC Industrials 2,651.0 $760K 0.00% +663.0 +33.4% $286.73 +0.7%
463 IXN ISHARES TR 7,598.0 $760K 0.00% +419.0 +5.8% $99.97 +46.4%
464 JBHT HUNT J B TRANS SVCS INC Industrials 3,573.0 $757K 0.00% +233.0 +7.0% $211.88 +28.0%
465 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 18,301.0 $755K 0.00% +1K +6.2% $41.27 +50.5%
466 LAMR LAMAR ADVERTISING CO Real Estate 5,866.0 $743K 0.00% +671.0 +12.9% $126.66 +18.1%
467 NJAN INNOVATOR ETFS TRUST 13,567.0 $724K 0.00% +900.0 +7.1% $53.37 +10.3%
468 PAA PLAINS ALL AMERN PIPELINE L Energy 32,021.0 $715K 0.00% +516.0 +1.6% $22.33 -4.4%
469 MOOG INC 2,438.0 $714K 0.00% +682.0 +38.8% $292.66
470 GPC GENUINE PARTS CO Consumer Cyclical 6,734.0 $712K 0.00% +91.0 +1.4% $105.75 +2.8%
471 MFC MANULIFE FINL CORP Financial Services 20,520.0 $707K 0.00% +2K +9.6% $34.44 +17.9%
472 NRG NRG ENERGY INC Utilities 4,835.0 $707K 0.00% +112.0 +2.4% $146.14 -7.6%
473 RL RALPH LAUREN CORP Consumer Cyclical 2,009.0 $691K 0.00% +15.0 +0.8% $344.02 +20.1%
474 PSA PUBLIC STORAGE OPER CO Real Estate 2,546.0 $690K 0.00% +146.0 +6.1% $270.84 +17.5%
475 FTAI AVIATION LTD 2,726.0 $668K 0.00% +32.0 +1.2% $245.01
476 SF STIFEL FINL CORP Financial Services 8,917.0 $659K 0.00% +4K +84.5% $73.92 -0.5%
477 CPB THE CAMPBELLS COMPANY Consumer Defensive 29,357.0 $654K 0.00% +3K +11.1% $22.27 -5.0%
478 IEI ISHARES TR 5,487.0 $651K 0.00% +450.0 +8.9% $118.60 -1.2%
479 COLD AMERICOLD REALTY TRUST INC Real Estate 56,691.0 $650K 0.00% +10K +20.3% $11.46 +22.8%
480 BBAX J P MORGAN EXCHANGE TRADED F 10,776.0 $641K 0.00% +180.0 +1.7% $59.45 +2.9%
Page 24 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%