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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 36 of 41  ·  809 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 KOS KOSMOS ENERGY LTD Energy 109,544.0 $231K 0.00% +9K +9.5% $2.11 +40.3%
702 CSL CARLISLE COS INC Industrials 632.0 $229K 0.00% +23.0 +3.8% $362.63 +1.4%
703 LUMN LUMEN TECHNOLOGIES INC Communication Services 29,596.0 $227K 0.00% +350.0 +1.2% $7.68 -22.7%
704 COPX GLOBAL X FDS 2,938.0 $226K 0.00% +379.0 +14.8% $76.97 +22.9%
705 AMZA ETFIS SER TR I 4,857.0 $224K 0.00% +2K +47.2% $46.19 +8.0%
706 SIL GLOBAL X FDS 2,815.0 $218K 0.00% +165.0 +6.2% $77.46 +28.5%
707 LYFT LYFT INC Technology 14,135.0 $207K 0.00% +185.0 +1.3% $14.61 +19.6%
708 UPWK UPWORK INC Industrials 24,356.0 $204K 0.00% +9K +62.1% $8.36 +3.0%
709 SPAB SPDR SERIES TRUST 7,885.0 $201K 0.00% +77.0 +1.0% $25.52 -1.7%
710 PXF INVESCO EXCH TRADED FD TR II 2,609.0 $197K 0.00% +179.0 +7.4% $75.64 +5.5%
711 EVH EVOLENT HEALTH INC Healthcare 36,249.0 $196K 0.00% +1K +3.5% $5.42 -12.5%
712 IGIB ISHARES TR 3,678.0 $196K 0.00% +243.0 +7.1% $53.17 -1.9%
713 EEMV ISHARES INC 2,591.0 $195K 0.00% +283.0 +12.3% $75.27 -0.7%
714 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 3,374.0 $193K 0.00% +2K +128.1% $57.23 +16.6%
715 EMGF ISHARES INC 2,630.0 $193K 0.00% +764.0 +40.9% $73.25 -2.2%
716 IYT ISHARES TR 2,152.0 $187K +55.0 +2.6% $86.75 +0.3%
717 VERU VERU INC Healthcare 58,000.0 $182K +10K +20.8% $3.13 -15.7%
718 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 10,606.0 $180K +56.0 +0.5% $16.95 -15.8%
719 SUSC ISHARES TR 7,755.0 $180K +208.0 +2.8% $23.15 -2.2%
720 VOX VANGUARD WORLD FD 969.0 $178K +9.0 +0.9% $183.95 +1.1%
Page 36 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%