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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 20 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MLM MARTIN MARIETTA MATLS INC Basic Materials 14,463.0 $9.0M 0.02% NEW $622.67 -7.4%
382 DCI DONALDSON INC Industrials 101,315.0 $9.0M 0.02% NEW $88.66 +1.3%
383 IVE ISHARES TR 42,069.0 $8.9M 0.02% NEW $212.07 +7.1%
384 NKE NIKE INC Consumer Cyclical 139,103.0 $8.9M 0.02% NEW $63.71 -35.6%
385 MPC MARATHON PETE CORP Energy 54,349.0 $8.8M 0.02% NEW $162.63 +57.2%
386 KR KROGER CO Consumer Defensive 139,395.0 $8.7M 0.02% NEW $62.48 -11.1%
387 VUSB VANGUARD BD INDEX FDS 174,646.0 $8.7M 0.02% NEW $49.84 -0.1%
388 VRRM VERRA MOBILITY CORP Technology 387,745.0 $8.7M 0.02% NEW $22.41 -80.4%
389 BIV VANGUARD BD INDEX FDS 110,974.0 $8.6M 0.02% NEW $77.88 -1.5%
390 SMH VANECK ETF TRUST 23,891.0 $8.6M 0.02% NEW $360.13 +82.1%
391 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 104,480.0 $8.6M 0.02% NEW $82.02 -22.0%
392 AXSM AXSOME THERAPEUTICS INC Healthcare 46,840.0 $8.6M 0.02% NEW $182.64 +34.0%
393 TRGP TARGA RES CORP Energy 46,198.0 $8.5M 0.02% NEW $184.50 +45.3%
394 SOXX ISHARES TR 28,284.0 $8.5M 0.02% NEW $301.15 +112.8%
395 PFEB INNOVATOR ETFS TRUST 208,668.0 $8.5M 0.02% NEW $40.72 +5.8%
396 TT TRANE TECHNOLOGIES PLC Industrials 21,800.0 $8.5M 0.02% NEW $389.20 +26.2%
397 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 340,869.0 $8.5M 0.02% NEW $24.83 -33.1%
398 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 99,919.0 $8.4M 0.02% NEW $84.36 -28.1%
399 STIP ISHARES TR 82,309.0 $8.4M 0.02% NEW $102.39 -0.2%
400 COWZ PACER FDS TR 139,499.0 $8.4M 0.02% NEW $60.17 +3.4%
Page 20 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%