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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 27 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 WES WESTERN MIDSTREAM PARTNERS L Energy 16,335.0 $715K 0.00% +7K +68.7% $43.76 +10.6%
522 SLF SUN LIFE FINANCIAL INC. Financial Services 9,096.0 $713K 0.00% +954.0 +11.7% $78.42 +1.2%
523 MUSA MURPHY USA INC Consumer Cyclical 1,316.0 $709K 0.00% +72.0 +5.8% $538.91 +5.8%
524 ONEQ FIDELITY COMWLTH TR 6,860.0 $708K 0.00% +665.0 +10.7% $103.23 -0.5%
525 VRSN VERISIGN INC Technology 2,813.0 $708K 0.00% +2K +174.2% $251.54 +12.0%
526 PRFZ INVESCO EXCHANGE TRADED FD T 12,647.0 $705K 0.00% +6K +77.6% $55.77 -0.1%
527 MBWM MERCANTILE BK CORP Financial Services 12,276.0 $705K 0.00% +87.0 +0.7% $57.42 +4.0%
528 EWBC EAST WEST BANCORP INC Financial Services 5,432.0 $701K 0.00% +2K +84.1% $129.10 +0.8%
529 EIX EDISON INTL Utilities 9,409.0 $700K 0.00% +5K +102.3% $74.45 -3.4%
530 AN AUTONATION INC Consumer Cyclical 3,758.0 $698K 0.00% +449.0 +13.6% $185.79 +11.0%
531 CTRE CARETRUST REIT INC Real Estate 17,277.0 $697K 0.00% +9K +107.0% $40.35 -1.8%
532 ACGL ARCH CAP GROUP LTD Financial Services 7,160.0 $695K 0.00% +3K +84.9% $97.06 +2.9%
533 MDYG SPDR SERIES TRUST 6,191.0 $694K 0.00% +190.0 +3.2% $112.09 -2.1%
534 HSIC SCHEIN HENRY INC Healthcare 8,279.0 $691K 0.00% +581.0 +7.5% $83.52 +6.3%
535 SWK STANLEY BLACK & DECKER INC Industrials 7,299.0 $687K 0.00% +3K +88.8% $94.12 +6.7%
536 OXY OCCIDENTAL PETE CORP Energy 13,966.0 $678K 0.00% +4K +44.0% $48.57 +25.6%
537 ICLN ISHARES TR 32,741.0 $671K 0.00% +486.0 +1.5% $20.49 -14.8%
538 SYF SYNCHRONY FINANCIAL Financial Services 8,795.0 $669K 0.00% +4K +90.5% $76.05 +4.7%
539 VAW VANGUARD WORLD FD 2,906.0 $665K 0.00% +138.0 +5.0% $228.76 +4.8%
540 NU NU HLDGS LTD Financial Services 49,367.0 $660K 0.00% +11K +29.9% $13.36 +7.9%
Page 27 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%