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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 25 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 2,907.0 $636K 0.00% +546.0 +23.1% $218.72 -11.2%
482 CMS CMS ENERGY CORP Utilities 8,126.0 $630K 0.00% +4K +84.0% $77.58 -5.4%
483 VAW VANGUARD WORLD FD 2,768.0 $624K 0.00% +449.0 +19.4% $225.38 +3.9%
484 NGG NATIONAL GRID PLC Utilities 7,359.0 $623K 0.00% +253.0 +3.6% $84.60 -6.1%
485 IDEV ISHARES TR 7,431.0 $621K 0.00% +661.0 +9.8% $83.57 +7.2%
486 HPQ HP INC Technology 32,059.0 $616K 0.00% +2K +6.5% $19.21 +22.3%
487 MUSA MURPHY USA INC Consumer Cyclical 1,244.0 $614K 0.00% +110.0 +9.7% $493.88 +11.6%
488 PECO PHILLIPS EDISON & CO INC Real Estate 16,403.0 $614K 0.00% +5K +49.0% $37.42 +8.7%
489 BHP BHP BILLITON LIMITED Basic Materials 8,421.0 $613K 0.00% +3K +53.7% $72.74 +20.8%
490 DBC INVESCO DB COMMDY INDX TRCK Financial Services 20,962.0 $607K 0.00% +125.0 +0.6% $28.95 -4.6%
491 EPP ISHARES INC 11,379.0 $605K 0.00% +344.0 +3.1% $53.14 +1.5%
492 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 4,497.0 $600K 0.00% +356.0 +8.6% $133.46 +28.1%
493 GLOBUS MED INC 6,948.0 $599K 0.00% +88.0 +1.3% $86.16
494 XPH SPDR SERIES TRUST 10,955.0 $593K 0.00% +10K +1187.3% $54.09 +12.9%
495 GBDC GOLUB CAP BDC INC Financial Services 45,826.0 $580K 0.00% +2K +4.6% $12.66 -2.4%
496 MTZ MASTEC INC Industrials 1,794.0 $577K 0.00% +50.0 +2.9% $321.74 +18.0%
497 MDYG SPDR SERIES TRUST 6,001.0 $576K 0.00% +387.0 +6.9% $95.96 +15.2%
498 SLYG SPDR SERIES TRUST 5,915.0 $571K 0.00% +1K +20.7% $96.62 +18.2%
499 CCL CARNIVAL CORP Consumer Cyclical 21,718.0 $562K 0.00% +2K +8.0% $25.88 +19.3%
500 BNDX VANGUARD CHARLOTTE FDS 11,259.0 $541K 0.00% +543.0 +5.1% $48.05 +0.6%
Page 25 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%