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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 5 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PIPR PIPER SANDLER COMPANIES Financial Services 2,628.0 $201K 0.00% NEW $76.55 +6.9%
82 PNW PINNACLE WEST CAP CORP Utilities 1,968.0 $198K 0.00% NEW $100.76 +1.5%
83 COPX GLOBAL X FDS 2,559.0 $195K 0.00% NEW $76.35 +12.0%
84 GPN GLOBAL PMTS INC Industrials 2,584.0 $174K NEW $67.29 -0.6%
85 CMPX COMPASS THERAPEUTICS INC Healthcare 30,760.0 $163K NEW $5.29 -61.8%
86 RUN SUNRUN INC Energy 11,601.0 $157K NEW $13.56 -0.3%
87 AMZA ETFIS SER TR I 3,300.0 $152K NEW $46.09 -1.3%
88 UGP ULTRAPAR PARTICIPACOES SA Energy 25,279.0 $139K NEW $5.51 -12.9%
89 ELECTROVAYA INC 15,850.0 $124K NEW $7.82
90 VSE CORP 2,443.0 $123K NEW $50.30
91 BBDC BARINGS BDC INC Financial Services 14,833.0 $122K NEW $8.23 +0.7%
92 STUBHUB HLDGS INC 19,158.0 $120K NEW $6.24
93 DUHP DIMENSIONAL ETF TRUST 3,244.0 $119K NEW $36.76 +12.5%
94 CGBD CARLYLE SECURED LENDING INC Financial Services 10,894.0 $119K NEW $10.94 +0.1%
95 UMC UNITED MICROELECTRONICS CORP Technology 13,098.0 $118K NEW $8.98 +168.2%
96 MFG MIZUHO FINANCIAL GROUP INC Financial Services 12,215.0 $97K NEW $7.94 +29.7%
97 QFLR INNOVATOR ETFS TRUST 2,841.0 $95K NEW $33.30 +9.1%
98 DPRO DRAGANFLY INC. Industrials 18,500.0 $91K NEW $4.91 +17.9%
99 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 1,479.0 $84K NEW $56.49 -3.2%
100 PFFA ETFIS SER TR I 4,000.0 $81K NEW $20.36 +4.8%
Page 5 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%