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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 44 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 LITE LUMENTUM HLDGS INC Technology 3,611.0 $1.3M 0.00% NEW $368.58 +117.4%
862 SOMNIGROUP INTERNATIONAL INC 14,873.0 $1.3M 0.00% NEW $89.28
863 ATR APTARGROUP INC Healthcare 10,833.0 $1.3M 0.00% NEW $121.96 +2.7%
864 COHR COHERENT CORP Technology 7,136.0 $1.3M 0.00% NEW $184.58 +99.7%
865 RIG TRANSOCEAN LTD Energy 317,114.0 $1.3M 0.00% NEW $4.13 +17.9%
866 BROOKFIELD ASSET MANAGMT LTD 24,989.0 $1.3M 0.00% NEW $52.39
867 URTH ISHARES INC 7,014.0 $1.3M 0.00% NEW $185.77 +8.8%
868 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,421.0 $1.3M 0.00% NEW $137.80 -2.8%
869 STT STATE STR CORP Financial Services 10,018.0 $1.3M 0.00% NEW $129.01 +31.5%
870 STEP STEPSTONE GROUP INC Financial Services 20,042.0 $1.3M 0.00% NEW $64.17 -36.6%
871 XLG INVESCO EXCHANGE TRADED FD T 21,624.0 $1.3M 0.00% NEW $59.28 +2.9%
872 PPH VANECK ETF TRUST 12,342.0 $1.3M 0.00% NEW $103.17 +4.6%
873 WY WEYERHAEUSER CO MTN BE Real Estate 53,319.0 $1.3M 0.00% NEW $23.69 -0.5%
874 BSY BENTLEY SYS INC Technology 32,912.0 $1.3M 0.00% NEW $38.16 -18.0%
875 SANDISK CORP 5,287.0 $1.3M 0.00% NEW $237.38
876 ERIE ERIE INDTY CO Financial Services 4,375.0 $1.3M 0.00% NEW $286.64 -13.0%
877 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 34,354.0 $1.3M 0.00% NEW $36.49 +30.2%
878 FXE INVESCO CURRENCYSHARES EURO Financial Services 11,555.0 $1.3M 0.00% NEW $108.46 -3.2%
879 BIL SPDR SERIES TRUST 13,671.0 $1.2M 0.00% NEW $91.38 +0.0%
880 GGG GRACO INC Industrials 15,232.0 $1.2M 0.00% NEW $81.97 -8.7%
Page 44 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%