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Portfolio (Quarterly) Guide ↗

BLAIR WILLIAM & CO/IL

· CIK 0000902367
13F Portfolio $38.4B AUM 2,054 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 167 New 809 Added 641 Reduced 91 Exited
Page 25 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SLYG SPDR SERIES TRUST 7,393.0 $881K 0.00% +1K +25.0% $119.13 -2.8%
482 LEIDOS HOLDINGS INC 8,533.0 $879K 0.00% +5K +123.6% $102.97
483 IEI ISHARES TR 7,468.0 $877K 0.00% +2K +36.1% $117.44 -0.8%
484 MILLROSE PPTYS INC 29,182.0 $877K 0.00% +12K +66.4% $30.05
485 NTSK NETSKOPE INC Technology 79,936.0 $874K 0.00% +8K +11.0% $10.94 +29.8%
486 CMS CMS ENERGY CORP Utilities 11,392.0 $872K 0.00% +3K +40.2% $76.50 -10.9%
487 NRG NRG ENERGY INC Utilities 5,927.0 $866K 0.00% +1K +22.6% $146.05 -23.1%
488 LII LENNOX INTL INC Industrials 1,505.0 $863K 0.00% +199.0 +15.2% $573.14 -29.8%
489 CR CRANE COMPANY Industrials 3,862.0 $862K 0.00% +1K +61.1% $223.07 -6.7%
490 MFC MANULIFE FINL CORP Financial Services 21,215.0 $859K 0.00% +695.0 +3.4% $40.51 +5.7%
491 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 9,853.0 $858K 0.00% +5K +121.5% $87.04 +8.2%
492 EMLP FIRST TR EXCHANGE-TRADED FD 19,590.0 $852K 0.00% +3K +17.4% $43.50 +0.5%
493 EVRG EVERGY INC Utilities 9,809.0 $848K 0.00% +3K +51.9% $86.43 -6.7%
494 NATWEST GROUP PLC 48,001.0 $846K 0.00% +26K +119.7% $17.63
495 BBDC BARINGS BDC INC Financial Services 98,833.0 $842K 0.00% +84K +566.3% $8.52 +10.5%
496 HALO HALOZYME THERAPEUTICS INC Healthcare 10,658.0 $834K 0.00% +455.0 +4.5% $78.27 +37.2%
497 ONON ON HLDG AG Consumer Cyclical 23,390.0 $828K 0.00% +555.0 +2.4% $35.42 -15.9%
498 GBIL GOLDMAN SACHS ETF TR 8,266.0 $828K 0.00% +163.0 +2.0% $100.16 -0.0%
499 CPB THE CAMPBELLS COMPANY Consumer Defensive 37,161.0 $828K 0.00% +8K +26.6% $22.27 +7.9%
500 ITRN ITURAN LOCATION AND CONTROL Technology 13,500.0 $824K 0.00% +89.0 +0.7% $61.01 -17.0%
Page 25 of 41  ·  809 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 29.6%
Financial Services 16.7%
Industrials 16.1%
Healthcare 11.5%
Consumer Cyclical 8.5%
Communication Services 5.4%
Consumer Defensive 4.4%
Utilities 3.1%
Basic Materials 2.0%
Energy 1.5%