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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 8 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VCSH VANGUARD SCOTTSDALE FDS 177,992.0 $14.1M 0.04% +87K +96.3% $79.27 -0.5%
142 SPYM SPDR SERIES TRUST 182,242.0 $13.9M 0.04% +8K +4.9% $76.54 +14.8%
143 PAVE GLOBAL X FDS 273,213.0 $13.9M 0.04% +45K +19.7% $50.81 +15.3%
144 MO ALTRIA GROUP INC Consumer Defensive 203,438.0 $13.4M 0.04% +4K +2.2% $65.99 +4.7%
145 MDT MEDTRONIC PLC Healthcare 153,247.0 $13.3M 0.04% +69K +81.7% $86.65 -8.4%
146 RKLB ROCKET LAB CORP Industrials 201,561.0 $12.9M 0.04% +8K +4.2% $64.22 +67.0%
147 EEM ISHARES TR 227,767.0 $12.9M 0.04% +74K +48.6% $56.79 +24.7%
148 VBR VANGUARD INDEX FDS 59,206.0 $12.9M 0.04% +723.0 +1.2% $217.25 +9.7%
149 XMTR XOMETRY INC Industrials 311,572.0 $12.7M 0.04% +13K +4.5% $40.84 +117.6%
150 NOC NORTHROP GRUMMAN CORP Industrials 18,585.0 $12.7M 0.04% +3K +17.1% $682.25 -23.6%
151 SO SOUTHERN CO Utilities 131,248.0 $12.7M 0.04% +2K +1.8% $96.52 -3.6%
152 VGK VANGUARD INTL EQUITY INDEX F 151,639.0 $12.5M 0.04% +93K +156.9% $82.43 +7.1%
153 IWO ISHARES TR 39,343.0 $12.3M 0.04% +2K +4.5% $313.81 +24.0%
154 IJAN INNOVATOR ETFS TRUST 339,221.0 $12.3M 0.04% +127K +60.0% $36.28 +5.1%
155 NSC NORFOLK SOUTHN CORP Industrials 42,505.0 $12.2M 0.04% +263.0 +0.6% $287.00 +4.6%
156 OKE ONEOK INC NEW Energy 134,506.0 $12.2M 0.04% +1K +0.9% $90.39 -5.9%
157 UPS UNITED PARCEL SVCS INC Industrials 122,943.0 $12.1M 0.04% +43K +54.5% $98.38 +6.6%
158 SDY SPDR SERIES TRUST 82,756.0 $12.1M 0.04% +6K +7.2% $145.94 +3.1%
159 DLN WISDOMTREE TR 131,267.0 $11.7M 0.03% +13K +11.1% $89.33 +7.7%
160 VPU VANGUARD WORLD FD 58,648.0 $11.6M 0.03% +1K +2.1% $198.14 -2.1%
Page 8 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%