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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 34 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GFI GOLD FIELDS LTD Basic Materials 9,110.0 $306K 0.00% +89.0 +1.0% $33.59 +42.3%
662 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,658.0 $306K 0.00% +235.0 +9.7% $114.98 +1.3%
663 SMURFIT WESTROCK PLC 6,519.0 $302K 0.00% +455.0 +7.5% $46.26
664 TM TOYOTA MOTOR CORP Consumer Cyclical 1,788.0 $301K 0.00% +336.0 +23.1% $168.40 +17.2%
665 SOUN SOUNDHOUND AI INC Technology 45,816.0 $296K 0.00% +18K +66.6% $6.47 +13.1%
666 ZS ZSCALER INC Technology 2,092.0 $295K 0.00% +439.0 +26.6% $141.15 +28.8%
667 MGEE MGE ENERGY INC Utilities 3,603.0 $294K 0.00% +598.0 +19.9% $81.54 -3.5%
668 EPR EPR PPTYS Real Estate 5,049.0 $293K 0.00% +250.0 +5.2% $58.01 +4.0%
669 EAGG ISHARES TR 6,172.0 $293K 0.00% +61.0 +1.0% $47.41 -1.6%
670 SPH SUBURBAN PROPANE PARTNERS L Utilities 16,665.0 $285K 0.00% +91.0 +0.6% $17.10 +3.2%
671 RING ISHARES INC 4,342.0 $280K 0.00% +2K +53.4% $64.60 +40.6%
672 PBE INVESCO EXCHANGE TRADED FD T 3,097.0 $278K 0.00% +2K +209.7% $89.65 +8.9%
673 XSMO INVESCO EXCHANGE TRADED FD T 2,907.0 $272K 0.00% +55.0 +1.9% $93.63 -8.1%
674 CHYM CHIME FINL INC Financial Services 13,259.0 $272K 0.00% +3K +24.0% $20.48 +60.1%
675 FBNC FIRST BANCORP N C Financial Services 4,229.0 $270K 0.00% +123.0 +3.0% $63.93 +1.2%
676 PNW PINNACLE WEST CAP CORP Utilities 2,506.0 $268K 0.00% +538.0 +27.3% $107.00 -9.0%
677 VMD VIEMED HEALTHCARE INC Healthcare 23,503.0 $268K 0.00% +480.0 +2.1% $11.40 -22.4%
678 TDIV FIRST TR EXCHANGE TRADED FD 2,321.0 $267K 0.00% +146.0 +6.7% $114.88 -0.2%
679 KDP KEURIG DR PEPPER INC Consumer Defensive 8,138.0 $266K 0.00% +114.0 +1.4% $32.73 -2.1%
680 NFG NATIONAL FUEL GAS CO Energy 3,379.0 $261K 0.00% +755.0 +28.8% $77.21 +6.8%
Page 34 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%