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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 32 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 XES SPDR SERIES TRUST 1,973.0 $230K 0.00% +2K +8478.3% $116.33 -2.4%
622 SKYY FIRST TR EXCHANGE-TRADED FD 2,064.0 $226K 0.00% +240.0 +13.2% $109.35 +20.6%
623 MSA MSA SAFETY INC Industrials 1,376.0 $226K 0.00% +68.0 +5.2% $163.92 +0.3%
624 DOX AMDOCS LTD Technology 3,415.0 $223K 0.00% +29.0 +0.9% $65.27 -21.1%
625 KBH KB HOME Consumer Cyclical 4,238.0 $219K 0.00% +103.0 +2.5% $51.75 +4.7%
626 VTRS VIATRIS INC Healthcare 16,077.0 $217K 0.00% +512.0 +3.3% $13.51 +16.4%
627 XSMO INVESCO EXCHANGE TRADED FD T 2,852.0 $217K 0.00% +301.0 +11.8% $76.02 +18.4%
628 UMAC UNUSUAL MACHS INC Financial Services 17,450.0 $216K 0.00% +3K +18.7% $12.40 +101.5%
629 CODI COMPASS DIVERSIFIED Industrials 27,318.0 $215K 0.00% +847.0 +3.2% $7.86 +28.6%
630 INDB INDEPENDENT BK CORP MASS Financial Services 2,841.0 $214K 0.00% +48.0 +1.7% $75.20 +7.8%
631 ETHO AMPLIFY ETF TR 3,194.0 $211K 0.00% +944.0 +42.0% $66.08 +17.6%
632 SPYD SPDR SERIES TRUST 4,619.0 $210K 0.00% +1K +33.3% $45.52 +4.4%
633 IDCC INTERDIGITAL INC Technology 684.0 $207K 0.00% +21.0 +3.2% $302.21 -2.0%
634 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 10,550.0 $202K 0.00% +168.0 +1.6% $19.15 -5.5%
635 CHYM CHIME FINL INC Financial Services 10,689.0 $200K 0.00% +2K +21.3% $18.73 -6.0%
636 SOUN SOUNDHOUND AI INC Technology 27,496.0 $189K 0.00% +12K +77.4% $6.87 +3.6%
637 IGIB ISHARES TR 3,435.0 $183K 0.00% +994.0 +40.7% $53.22 -0.3%
638 PDSB PDS BIOTECHNOLOGY CORP Healthcare 300,000.0 $182K 0.00% +50K +20.0% $0.60 +57.9%
639 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 94,793.0 $167K +15K +19.2% $1.76 +184.1%
640 UPWK UPWORK INC Industrials 15,025.0 $165K +5K +49.8% $10.96 -26.6%
Page 32 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%