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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 6 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KB KB FINL GROUP INC Financial Services 2,149.0 $226K 0.00% NEW $104.96 +12.4%
102 HRL HORMEL FOODS CORP Consumer Defensive 9,080.0 $225K 0.00% NEW $24.82 -3.7%
103 KWR QUAKER HOUGHTON Basic Materials 1,415.0 $225K 0.00% NEW $158.92 +2.6%
104 PB PROSPERITY BANCSHARES INC Financial Services 3,054.0 $223K 0.00% NEW $73.03 -0.4%
105 PBF PBF ENERGY INC Energy 4,852.0 $221K 0.00% NEW $45.52 +61.5%
106 EXR EXTRA SPACE STORAGE INC Real Estate 1,499.0 $218K 0.00% NEW $145.28 +1.1%
107 VIRT VIRTU FINL INC Financial Services 3,596.0 $214K 0.00% NEW $59.57 +14.0%
108 VSNT VERSANT MEDIA GROUP INC Industrials 5,941.0 $214K 0.00% NEW $36.01 +7.6%
109 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,436.0 $212K 0.00% NEW $61.75 -9.0%
110 CNS COHEN & STEERS INC Financial Services 2,778.0 $212K 0.00% NEW $76.14 +6.9%
111 PII POLARIS INC Consumer Cyclical 3,088.0 $211K 0.00% NEW $68.44 -5.9%
112 BMRC BANK OF MARIN BANCORP Financial Services 7,603.0 $211K 0.00% NEW $27.70 -2.9%
113 CECO CECO ENVIRONMENTAL CORP Industrials 2,317.0 $210K 0.00% NEW $90.74 -21.2%
114 HQY HEALTHEQUITY INC Healthcare 2,315.0 $209K 0.00% NEW $90.32 +16.7%
115 RNR RENAISSANCERE HLDGS LTD Financial Services 659.0 $209K 0.00% NEW $316.90 +2.1%
116 CRH PLC 1,909.0 $204K 0.00% NEW $107.01
117 TNK TEEKAY TANKERS LTD Energy 3,138.0 $204K 0.00% NEW $64.87 +40.3%
118 CPK CHESAPEAKE UTILS CORP Utilities 1,660.0 $203K 0.00% NEW $122.45 +9.5%
119 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,204.0 $203K 0.00% NEW $63.25 +18.0%
120 OC OWENS CORNING NEW Industrials 1,272.0 $202K 0.00% NEW $158.96 -6.9%
Page 6 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%