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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 25 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ENB ENBRIDGE INC Energy 119,728.0 $5.7M 0.01% NEW $47.83 +13.3%
482 DHI D R HORTON INC Consumer Cyclical 39,456.0 $5.7M 0.01% NEW $144.03 +13.1%
483 QUAL ISHARES TR 28,609.0 $5.7M 0.01% NEW $198.62 +10.5%
484 RGA REINSURANCE GRP OF AMERICA I Financial Services 27,814.0 $5.7M 0.01% NEW $203.46 +4.5%
485 CARR CARRIER GLOBAL CORPORATION Industrials 105,672.0 $5.6M 0.01% NEW $52.84 +38.8%
486 WELL WELLTOWER INC Real Estate 29,941.0 $5.6M 0.01% NEW $185.61 +22.3%
487 TOTALENERGIES SE 84,669.0 $5.5M 0.01% NEW $65.42
488 FICO FAIR ISAAC CORP Technology 3,264.0 $5.5M 0.01% NEW $1690.64 -29.3%
489 SHY ISHARES TR 66,246.0 $5.5M 0.01% NEW $82.82 -0.9%
490 CRDF CARDIFF ONCOLOGY INC Healthcare 1,948,847.0 $5.5M 0.01% NEW $2.81 -53.7%
491 ROKU ROKU INC Communication Services 50,448.0 $5.5M 0.01% NEW $108.49 +27.3%
492 IGSB ISHARES TR 103,497.0 $5.5M 0.01% NEW $52.88 -0.9%
493 LEU CENTRUS ENERGY CORP Energy 22,534.0 $5.5M 0.01% NEW $242.76 -30.8%
494 ITA ISHARES TR 25,449.0 $5.5M 0.01% NEW $214.69 +12.9%
495 CIBR FIRST TR EXCHANGE TRADED FD 76,402.0 $5.5M 0.01% NEW $71.45 +25.8%
496 UNF UNIFIRST CORP MASS Industrials 28,292.0 $5.5M 0.01% NEW $192.90 +37.1%
497 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 89,627.0 $5.5M 0.01% NEW $60.89 -2.5%
498 AEP AMERICAN ELEC PWR CO INC Utilities 47,312.0 $5.5M 0.01% NEW $115.31 +18.6%
499 RGLD ROYAL GOLD INC Basic Materials 24,528.0 $5.5M 0.01% NEW $222.29 -10.2%
500 STKL SUNOPTA INC Consumer Defensive 1,426,995.0 $5.4M 0.01% NEW $3.80 +71.1%
Page 25 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%