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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 30 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 WCC WESCO INTL INC Industrials 1,165.0 $319K 0.00% +45.0 +4.0% $273.72 +28.6%
582 H HYATT HOTELS CORP Consumer Cyclical 2,216.0 $319K 0.00% +947.0 +74.6% $143.79 +40.5%
583 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,998.0 $318K 0.00% +238.0 +8.6% $106.21 +13.4%
584 SOUTHSTATE BK CORP 3,412.0 $316K 0.00% +260.0 +8.2% $92.52
585 EWBC EAST WEST BANCORP INC Financial Services 2,950.0 $315K 0.00% +361.0 +13.9% $106.75 +18.8%
586 CQP CHENIERE ENERGY PARTNERS L P Energy 4,689.0 $303K 0.00% +89.0 +1.9% $64.62 -10.2%
587 EUFN ISHARES TR 8,637.0 $301K 0.00% +279.0 +3.3% $34.85 +11.1%
588 VFC V F CORP Consumer Cyclical 17,693.0 $301K 0.00% +1K +8.9% $16.99 +2.0%
589 TM TOYOTA MOTOR CORP Consumer Cyclical 1,452.0 $299K 0.00% +19.0 +1.3% $206.05 -15.6%
590 OGS ONE GAS INC Utilities 3,471.0 $299K 0.00% +385.0 +12.5% $86.12 -10.9%
591 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,449.0 $298K 0.00% +193.0 +4.5% $67.07 +43.1%
592 G GENPACT LIMITED Technology 7,989.0 $298K 0.00% +255.0 +3.3% $37.25 -24.2%
593 TLH ISHARES TR 2,951.0 $297K 0.00% +2K +296.1% $100.72 -0.2%
594 LW LAMB WESTON HLDGS INC Consumer Defensive 6,977.0 $295K 0.00% +271.0 +4.0% $42.26 +6.6%
595 VIA VIA TRANSN INC Technology 19,649.0 $295K 0.00% +9K +85.1% $15.00 +1.9%
596 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,248.0 $293K 0.00% +658.0 +25.4% $90.10 +21.6%
597 EAGG ISHARES TR 6,111.0 $291K 0.00% +4K +222.3% $47.55 -0.4%
598 ACI ALBERTSONS COS INC Consumer Defensive 16,873.0 $288K 0.00% +426.0 +2.6% $17.04 -21.1%
599 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 7,232.0 $286K 0.00% +2K +27.8% $39.52 +0.2%
600 ITB ISHARES TR 3,120.0 $283K 0.00% +3K +452.2% $90.55 +9.5%
Page 30 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%