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Portfolio (Quarterly) Guide ↗

BLAIR WILLIAM & CO/IL

· CIK 0000902367
13F Portfolio $38.4B AUM 2,054 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 167 New 809 Added 641 Reduced 91 Exited
Page 5 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NYT NEW YORK TIMES CO MTN BE Communication Services 4,015.0 $281K 0.00% NEW $69.98 -6.1%
82 NWSA NEWS CORP NEW Communication Services 10,967.0 $272K 0.00% NEW $24.83 +22.4%
83 DPZ DOMINOS PIZZA INC Consumer Cyclical 902.0 $267K 0.00% NEW $296.04 +15.5%
84 BOH BANK HAWAII CORP Financial Services 3,231.0 $263K 0.00% NEW $81.49 -4.9%
85 WSFS WSFS FINL CORP Financial Services 3,396.0 $261K 0.00% NEW $76.73 +4.1%
86 QLYS QUALYS INC Technology 1,879.0 $258K 0.00% NEW $137.49 +32.4%
87 LAD LITHIA MTRS INC Consumer Cyclical 880.0 $256K 0.00% NEW $290.44 +27.6%
88 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,392.0 $249K 0.00% NEW $38.96 +10.2%
89 VOYA VOYA FINANCIAL INC Financial Services 2,684.0 $243K 0.00% NEW $90.52 +8.0%
90 NCNO NCINO INC Technology 14,733.0 $241K 0.00% NEW $16.35 +26.1%
91 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 7,212.0 $241K 0.00% NEW $33.39 -22.6%
92 AES AES CORP Utilities 16,299.0 $239K 0.00% NEW $14.66 +0.7%
93 FIGS FIGS INC Consumer Cyclical 23,316.0 $239K 0.00% NEW $10.23 +43.5%
94 REPX RILEY EXPLORATION PERMIAN IN Energy 7,224.0 $238K 0.00% NEW $32.96 +15.8%
95 MKTX MARKETAXESS HLDGS INC Financial Services 2,085.0 $237K 0.00% NEW $113.50 +42.8%
96 BEN FRANKLIN RESOURCES INC Financial Services 7,098.0 $236K 0.00% NEW $33.27 +3.1%
97 UGI UGI CORP NEW Utilities 6,753.0 $233K 0.00% NEW $34.54 +8.8%
98 HOMB HOME BANCSHARES INC Financial Services 8,088.0 $231K 0.00% NEW $28.55 +6.0%
99 MSM MSC INDL DIRECT INC Industrials 1,930.0 $230K 0.00% NEW $118.95 +0.7%
100 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,626.0 $228K 0.00% NEW $139.93 +2.7%
Page 5 of 9  ·  167 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 29.6%
Financial Services 16.7%
Industrials 16.1%
Healthcare 11.5%
Consumer Cyclical 8.5%
Communication Services 5.4%
Consumer Defensive 4.4%
Utilities 3.1%
Basic Materials 2.0%
Energy 1.5%