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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 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DEXCOM INC 14,000.0 $13K NEW $0.92
142 SMB VANECK ETF TRUST 609.0 $11K NEW $17.30 +0.3%
143 AKAMAI TECHNOLOGIES INC 7,000.0 $8K NEW $1.14
144 WINNEBAGO INDS INC 8,000.0 $7K NEW $0.90
145 FXG FIRST TR EXCHANGE-TRADED FD 100.0 $6K NEW $63.72 -3.6%
146 PTLC PACER FDS TR 120.0 $6K NEW $52.46 +11.0%
147 ORACLE CORP 81.0 $4K NEW $45.01
148 BBRE J P MORGAN EXCHANGE TRADED F 30.0 $3K NEW $95.70 +9.8%
149 UHAL U HAUL HOLDING COMPANY Industrials 50.0 $2K NEW $47.78 +30.2%
150 WGO WINNEBAGO INDS INC Consumer Cyclical 77.0 $2K NEW $30.99 -9.6%
151 INDY ISHARES TR 55.0 $2K NEW $42.24 +3.0%
152 VSH VISHAY INTERTECHNOLOGY INC Technology 76.0 $1K NEW $18.00 +235.2%
153 BBC ETFIS SER TR I 28.0 $1K NEW $41.61 +9.3%
154 LEMB ISHARES INC 16.0 $653.0 NEW $40.81 +3.9%
155 OPFI OPPFI INC Technology 36.0 $278.0 NEW $7.72 +9.2%
Page 8 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%