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Portfolio (Quarterly) Guide ↗

BLAIR WILLIAM & CO/IL

· CIK 0000902367
13F Portfolio $34.9B AUM 1,922 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 155 New 708 Added 689 Reduced 100 Exited
Page 3 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BNS BANK NOVA SCOTIA B C Financial Services 4,921.0 $341K 0.00% NEW $69.32 +25.6%
42 U HAUL HOLDING COMPANY 7,391.0 $330K 0.00% NEW $44.67
43 MTDR MATADOR RES CO Energy 5,199.0 $328K 0.00% NEW $63.18 -21.6%
44 OVV OVINTIV INC Energy 5,506.0 $327K 0.00% NEW $59.36 -11.7%
45 SPH SUBURBAN PROPANE PARTNERS L Utilities 16,574.0 $326K 0.00% NEW $19.69 -15.9%
46 INCY INCYTE CORP Healthcare 3,465.0 $326K 0.00% NEW $94.12 +4.4%
47 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 4,006.0 $324K 0.00% NEW $80.94 -1.5%
48 AROC ARCHROCK INC Energy 9,096.0 $317K 0.00% NEW $34.80 +6.2%
49 DAR DARLING INGREDIENTS INC Consumer Defensive 5,115.0 $316K 0.00% NEW $61.85 -13.2%
50 FORM FORMFACTOR INC Technology 3,144.0 $305K 0.00% NEW $96.98 +54.2%
51 SYBT STOCK YDS BANCORP INC Financial Services 4,585.0 $304K 0.00% NEW $66.29 +10.4%
52 FLUTTER ENTMT PLC 2,934.0 $299K 0.00% NEW $101.95
53 FLY FIREFLY AEROSPACE INC Industrials 10,450.0 $298K 0.00% NEW $28.47 +8.7%
54 E ENI SPA Energy 5,200.0 $294K 0.00% NEW $56.61 -13.5%
55 YPF YPF SOCIEDAD ANONIMA Energy 6,150.0 $284K 0.00% NEW $46.22 +10.0%
56 BALL BALL CORP Consumer Cyclical 4,762.0 $281K 0.00% NEW $59.11 -2.4%
57 RPRX ROYALTY PHARMA PLC Healthcare 5,866.0 $281K 0.00% NEW $47.97 +10.4%
58 PINNACLE FINL PARTNERS INC 3,158.0 $272K 0.00% NEW $86.15
59 CUZ COUSINS PPTYS INC Real Estate 11,689.0 $264K 0.00% NEW $22.57 +25.3%
60 LRN STRIDE INC Consumer Defensive 2,932.0 $259K 0.00% NEW $88.17 -6.1%
Page 3 of 8  ·  155 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 25.5%
Financial Services 17.1%
Industrials 15.0%
Healthcare 12.5%
Consumer Cyclical 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Utilities 2.5%
Energy 2.5%
Basic Materials 2.1%