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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 27 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 YUM YUM BRANDS INC Consumer Cyclical 32,283.0 $4.9M 0.01% NEW $151.28 +5.7%
522 GXO GXO LOGISTICS INCORPORATED Industrials 91,791.0 $4.8M 0.01% NEW $52.64 -3.7%
523 XLI SELECT SECTOR SPDR TR 31,131.0 $4.8M 0.01% NEW $155.12 +19.4%
524 CONFLUENT INC 159,290.0 $4.8M 0.01% NEW $30.24
525 SCHG SCHWAB STRATEGIC TR 147,464.0 $4.8M 0.01% NEW $32.62 +3.7%
526 IP INTERNATIONAL PAPER CO Consumer Cyclical 121,901.0 $4.8M 0.01% NEW $39.39 -3.3%
527 TEM TEMPUS AI INC Healthcare 81,197.0 $4.8M 0.01% NEW $59.05 -1.9%
528 XLY SELECT SECTOR SPDR TR 39,965.0 $4.8M 0.01% NEW $119.41 -1.8%
529 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 82,882.0 $4.8M 0.01% NEW $57.49 +32.9%
530 ICICI BANK LIMITED 158,327.0 $4.7M 0.01% NEW $29.80
531 FITB FIFTH THIRD BANCORP Financial Services 100,782.0 $4.7M 0.01% NEW $46.81 +20.4%
532 HDV ISHARES TR 38,714.0 $4.7M 0.01% NEW $121.61 -77.5%
533 ARCC ARES CAPITAL CORP Financial Services 232,467.0 $4.7M 0.01% NEW $20.23 -8.4%
534 BL BLACKLINE INC Technology 85,023.0 $4.7M 0.01% NEW $55.29 -49.2%
535 COP CONOCOPHILLIPS Energy 50,203.0 $4.7M 0.01% NEW $93.61 +11.1%
536 ELF E L F BEAUTY INC Consumer Defensive 61,402.0 $4.7M 0.01% NEW $76.04 -2.7%
537 FNDX SCHWAB STRATEGIC TR 171,515.0 $4.7M 0.01% NEW $27.21 +14.3%
538 BK BANK NEW YORK MELLON CORP Financial Services 40,139.0 $4.7M 0.01% NEW $116.09 +22.2%
539 EWJ ISHARES INC 57,693.0 $4.7M 0.01% NEW $80.74 +15.5%
540 NTNX NUTANIX INC Technology 89,326.0 $4.6M 0.01% NEW $51.69 -1.4%
Page 27 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%