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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 31 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 DLR DIGITAL RLTY TR INC Real Estate 23,517.0 $3.6M 0.01% NEW $154.71 +16.1%
602 O REALTY INCOME CORP Real Estate 63,372.0 $3.6M 0.01% NEW $56.37 +9.9%
603 SPYG SPDR SERIES TRUST 33,185.0 $3.5M 0.01% NEW $106.70 +11.5%
604 BBJP J P MORGAN EXCHANGE TRADED F 53,451.0 $3.5M 0.01% NEW $65.91 +14.3%
605 VHT VANGUARD WORLD FD 12,217.0 $3.5M 0.01% NEW $287.85 +3.9%
606 TMUS T-MOBILE US INC Communication Services 17,283.0 $3.5M 0.01% NEW $203.04 -17.4%
607 DKS DICKS SPORTING GOODS INC Consumer Cyclical 17,465.0 $3.5M 0.01% NEW $197.97 +14.6%
608 MOAT VANECK ETF TRUST 33,378.0 $3.5M 0.01% NEW $103.56 +0.4%
609 NGNE NEUROGENE INC Healthcare 163,655.0 $3.4M 0.01% NEW $20.60 +52.7%
610 WSC WILLSCOT HLDGS CORP Industrials 178,433.0 $3.4M 0.01% NEW $18.83 +53.3%
611 FIVE FIVE BELOW INC Consumer Cyclical 17,774.0 $3.3M 0.01% NEW $188.36 -4.5%
612 VTIP VANGUARD MALVERN FDS 67,256.0 $3.3M 0.01% NEW $49.46 +1.6%
613 CHRW C H ROBINSON WORLDWIDE INC Industrials 20,616.0 $3.3M 0.01% NEW $160.76 +17.2%
614 SPDW SPDR INDEX SHS FDS 74,507.0 $3.3M 0.01% NEW $44.41 +13.5%
615 KAPR INNOVATOR ETFS TRUST 94,172.0 $3.3M 0.01% NEW $35.13 +13.3%
616 IJK ISHARES TR 34,046.0 $3.3M 0.01% NEW $96.88 +21.3%
617 IWY ISHARES TR 11,826.0 $3.3M 0.01% NEW $276.95 +4.9%
618 STRL STERLING INFRASTRUCTURE INC Industrials 10,660.0 $3.3M 0.01% NEW $306.23 +174.1%
619 WDC WESTERN DIGITAL CORP Technology 18,919.0 $3.3M 0.01% NEW $172.27 +270.8%
620 CNI CANADIAN NATL RY CO Industrials 32,949.0 $3.3M 0.01% NEW $98.85 +20.6%
Page 31 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%