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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 31 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 GRAL GRAIL INC Healthcare 6,860.0 $468K 0.00% +484.0 +7.6% $68.27 +16.5%
602 EQNR EQUINOR ASA Energy 14,808.0 $465K 0.00% +353.0 +2.4% $31.40 +36.5%
603 ABM ABM INDS INC Industrials 10,456.0 $463K 0.00% +1K +12.2% $44.24 +5.8%
604 GEF GREIF INC Consumer Cyclical 6,176.0 $460K 0.00% +216.0 +3.6% $74.49 +18.0%
605 GAP GAP INC Consumer Cyclical 24,050.0 $449K 0.00% +11K +81.2% $18.68 +6.0%
606 ITIC INVESTORS TITLE CO NC Financial Services 1,641.0 $449K 0.00% +257.0 +18.6% $273.60 +5.7%
607 PIE INVESCO EXCH TRADED FD TR II 13,350.0 $446K 0.00% +12K +641.7% $33.40 -0.7%
608 ILMN ILLUMINA INC Healthcare 2,508.0 $441K 0.00% +641.0 +34.3% $175.86 +24.8%
609 SMCI SUPER MICRO COMPUTER INC Technology 14,972.0 $439K 0.00% +3K +27.8% $29.33 +27.0%
610 DFAT DIMENSIONAL ETF TRUST 6,266.0 $438K 0.00% +1K +27.1% $69.90 +2.5%
611 LNC LINCOLN NATL CORP IND Financial Services 12,331.0 $436K 0.00% +2K +16.9% $35.35 +19.2%
612 MTX MINERALS TECHNOLOGIES INC Basic Materials 5,884.0 $435K 0.00% +348.0 +6.3% $73.97 -3.9%
613 UBS UBS GROUP AG Financial Services 8,667.0 $430K 0.00% +70.0 +0.8% $49.56 +7.5%
614 COFS CHOICEONE FINANCIA Financial Services 12,589.0 $428K 0.00% +228.0 +1.8% $34.00 -2.5%
615 RWL INVESCO EXCH TRADED FD TR II 3,167.0 $405K 0.00% +170.0 +5.7% $127.78 +4.8%
616 QLD PROSHARES TR 4,170.0 $403K 0.00% +898.0 +27.4% $96.76 -7.5%
617 AA ALCOA CORP Basic Materials 7,734.0 $403K 0.00% +2K +35.0% $52.14 -0.6%
618 AWR AMER STATES WTR CO Utilities 4,871.0 $402K 0.00% +1K +42.6% $82.63 +7.3%
619 NVR NVR INC Consumer Cyclical 59.0 $402K 0.00% +26.0 +78.8% $6813.41 -6.7%
620 MRTN MARTEN TRANS LTD Industrials 23,158.0 $402K 0.00% +358.0 +1.6% $17.35 -13.9%
Page 31 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%