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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 34 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BOND PIMCO ETF TR 1,101.0 $102K +216.0 +24.4% $92.28 -0.2%
662 LPL LG DISPLAY CO LTD Technology 25,655.0 $100K +10K +61.3% $3.88 +19.6%
663 KELYA KELLY SVCS INC Industrials 11,115.0 $98K +112.0 +1.0% $8.85 +28.4%
664 XHB SPDR SERIES TRUST 982.0 $97K +300.0 +44.0% $98.69 +12.5%
665 PFFD GLOBAL X FDS 5,250.0 $97K +3K +92.2% $18.40 +2.7%
666 DEM WISDOMTREE TR 1,899.0 $94K +122.0 +6.9% $49.69 +12.1%
667 FLRN SPDR SERIES TRUST 3,028.0 $93K +28.0 +0.9% $30.79 +0.1%
668 AREC AMERICAN RES CORP Energy 38,275.0 $93K +1K +2.7% $2.42 -11.2%
669 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 10,872.0 $92K +83.0 +0.8% $8.45 +45.3%
670 USHY ISHARES TR 2,314.0 $85K +19.0 +0.8% $36.83 +0.5%
671 CLIMB BIO INC 12,000.0 $82K +1K +9.1% $6.85
672 OIH VANECK ETF TRUST 203.0 $82K +183.0 +915.0% $404.55 -4.7%
673 CQQQ INVESCO EXCH TRADED FD TR II 1,769.0 $81K +204.0 +13.0% $46.02 +19.7%
674 GREIF INC 916.0 $80K +516.0 +129.0% $87.54
675 SLVP ISHARES INC 2,115.0 $75K +115.0 +5.8% $35.46 -6.8%
676 VCEB VANGUARD WORLD FD 1,182.0 $74K +8.0 +0.7% $62.85 -0.1%
677 WIT WIPRO LTD Technology 34,528.0 $73K +13K +61.2% $2.12 +17.0%
678 PZA INVESCO EXCH TRADED FD TR II 2,998.0 $69K +940.0 +45.7% $22.98 +2.2%
679 FYC FIRST TR EXCHANGE-TRADED ALP 700.0 $68K +375.0 +115.4% $96.98 +24.2%
680 NANR SPDR INDEX SHS FDS 772.0 $65K +703.0 +1018.8% $84.00 -7.1%
Page 34 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%