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Portfolio (Quarterly) Guide ↗

BLAIR WILLIAM & CO/IL

· CIK 0000902367
13F Portfolio $37.3B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1867 New
Page 15 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BLBD BLUE BIRD CORP Consumer Cyclical 320,653.0 $15.1M 0.04% NEW $47.00 +68.0%
282 KNSL KINSALE CAP GROUP INC Financial Services 38,464.0 $15.0M 0.04% NEW $391.12 -15.7%
283 KMB KIMBERLY-CLARK CORP Consumer Defensive 148,979.0 $15.0M 0.04% NEW $100.89 +8.8%
284 BLOCK INC 229,226.0 $14.9M 0.04% NEW $65.09
285 VKTX VIKING THERAPEUTICS INC Healthcare 423,964.0 $14.9M 0.04% NEW $35.18 +12.4%
286 BILL BILL HOLDINGS INC Technology 272,742.0 $14.9M 0.04% NEW $54.54 -33.7%
287 AGG ISHARES TR 147,215.0 $14.7M 0.04% NEW $99.88 -0.9%
288 CYBERARK SOFTWARE LTD 32,592.0 $14.5M 0.04% NEW $446.05
289 TW TRADEWEB MKTS INC Financial Services 135,033.0 $14.5M 0.04% NEW $107.54 -7.3%
290 SYY SYSCO CORP Consumer Defensive 196,199.0 $14.5M 0.04% NEW $73.69 +13.4%
291 IWR ISHARES TR 146,668.0 $14.1M 0.04% NEW $96.27 +14.6%
292 CHD CHURCH & DWIGHT CO INC Consumer Defensive 167,996.0 $14.1M 0.04% NEW $83.85 +15.5%
293 LULU LULULEMON ATHLETICA INC Consumer Cyclical 67,756.0 $14.1M 0.04% NEW $207.81 -45.1%
294 FROG JFROG LTD Technology 224,374.0 $14.0M 0.04% NEW $62.46 +45.5%
295 SPYM SPDR SERIES TRUST 173,758.0 $13.9M 0.04% NEW $80.22 +9.5%
296 WCN WASTE CONNECTIONS INC Industrials 78,181.0 $13.7M 0.04% NEW $175.36 -4.7%
297 INTC INTEL CORP Technology 369,396.0 $13.6M 0.04% NEW $36.90 +278.4%
298 JEPI J P MORGAN EXCHANGE TRADED F 237,203.0 $13.6M 0.04% NEW $57.24 -1.3%
299 RKLB ROCKET LAB CORP Industrials 193,469.0 $13.5M 0.04% NEW $69.76 +45.7%
300 TECH BIO-TECHNE CORP Healthcare 228,812.0 $13.5M 0.04% NEW $58.81 +20.1%
Page 15 of 94  ·  1,867 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 29.9%
Financial Services 17.5%
Industrials 12.7%
Healthcare 12.7%
Consumer Cyclical 8.5%
Communication Services 8.3%
Consumer Defensive 3.9%
Utilities 1.7%
Real Estate 1.6%
Energy 1.6%