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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 19 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ZM ZOOM COMMUNICATIONS INC Technology 114,114.0 $9.8M 0.03% NEW $86.29 -0.2%
362 OKE ONEOK INC NEW Energy 133,279.0 $9.8M 0.03% NEW $73.50 +18.3%
363 ESGV VANGUARD WORLD FD 80,158.0 $9.7M 0.03% NEW $120.96 +9.3%
364 TDUP THREDUP INC Consumer Cyclical 1,506,155.0 $9.6M 0.03% NEW $6.39 +7.2%
365 PHO INVESCO EXCHANGE TRADED FD T 136,477.0 $9.6M 0.03% NEW $70.41 -1.9%
366 OMC OMNICOM GROUP INC Communication Services 118,819.0 $9.6M 0.03% NEW $80.75 -9.8%
367 EOG EOG RES INC Energy 91,025.0 $9.6M 0.03% NEW $105.01 +23.5%
368 PYPL PAYPAL HLDGS INC Financial Services 163,089.0 $9.5M 0.03% NEW $58.38 -26.0%
369 HURN HURON CONSULTING GROUP INC Industrials 54,950.0 $9.5M 0.03% NEW $172.91 -47.9%
370 HBAN HUNTINGTON BANCSHARES INC Financial Services 541,550.0 $9.4M 0.03% NEW $17.35 +2.2%
371 EFG ISHARES TR 81,438.0 $9.3M 0.03% NEW $113.92 +9.2%
372 XLC SELECT SECTOR SPDR TR 78,502.0 $9.2M 0.03% NEW $117.72 -9.0%
373 TRMB TRIMBLE INC Technology 117,182.0 $9.2M 0.03% NEW $78.35 -34.7%
374 BINC BLACKROCK ETF TRUST II 173,983.0 $9.2M 0.03% NEW $52.77 -0.8%
375 BN BROOKFIELD CORP Financial Services 197,798.0 $9.1M 0.02% NEW $45.89 -7.2%
376 FTV FORTIVE CORP Technology 164,037.0 $9.1M 0.02% NEW $55.21 +10.7%
377 NOC NORTHROP GRUMMAN CORP Industrials 15,869.0 $9.0M 0.02% NEW $570.19 -10.7%
378 SCHI SCHWAB STRATEGIC TR 393,641.0 $9.0M 0.02% NEW $22.97 -1.4%
379 ET ENERGY TRANSFER L P Energy 547,665.0 $9.0M 0.02% NEW $16.49 +15.9%
380 VIGI VANGUARD WHITEHALL FDS 98,490.0 $9.0M 0.02% NEW $91.45 +2.1%
Page 19 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%