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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 10 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RF REGIONS FINANCIAL CORP NEW Financial Services 300,749.0 $7.9M 0.02% -2K -0.6% $26.12 +9.6%
182 USB US BANCORP Financial Services 149,167.0 $7.8M 0.02% -984.0 -0.7% $52.01 +11.8%
183 POOL POOL CORP Industrials 37,268.0 $7.5M 0.02% -32K -46.0% $202.33 -1.7%
184 KFY KORN FERRY Industrials 119,198.0 $7.5M 0.02% -34K -22.4% $62.95 +13.5%
185 LHX L3HARRIS TECHNOLOGIES INC Industrials 21,592.0 $7.5M 0.02% -256.0 -1.2% $345.14 -14.6%
186 USMV ISHARES TR 79,569.0 $7.4M 0.02% -2K -2.2% $92.74 +1.6%
187 DT DYNATRACE INC Technology 192,337.0 $7.1M 0.02% -80K -29.5% $36.98 +12.0%
188 TRMB TRIMBLE INC Technology 108,306.0 $7.1M 0.02% -9K -7.6% $65.23 -24.6%
189 OEF ISHARES TR 21,931.0 $7.0M 0.02% -259.0 -1.2% $318.07 +15.9%
190 NUE NUCOR CORP Basic Materials 40,875.0 $6.9M 0.02% -612.0 -1.5% $169.10 +44.2%
191 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 92,829.0 $6.9M 0.02% -8K -7.8% $74.38 -28.8%
192 TRV TRAVELERS COMPANIES INC Financial Services 23,516.0 $6.9M 0.02% -570.0 -2.4% $291.69 +5.5%
193 YETI YETI HLDGS INC Consumer Cyclical 186,422.0 $6.8M 0.02% -98K -34.4% $36.59 +29.1%
194 BINC BLACKROCK ETF TRUST II 127,237.0 $6.6M 0.02% -47K -26.9% $51.93 +0.7%
195 WCN WASTE CONNECTIONS INC Industrials 40,635.0 $6.6M 0.02% -38K -48.0% $162.44 -4.5%
196 HURN HURON CONSULTING GROUP INC Industrials 51,446.0 $6.6M 0.02% -4K -6.4% $127.49 -29.0%
197 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 83,056.0 $6.5M 0.02% -17K -16.9% $78.03 -15.0%
198 SOFI SOFI TECHNOLOGIES INC Financial Services 405,759.0 $6.4M 0.02% -246K -37.8% $15.88 +12.8%
199 J JACOBS SOLUTIONS INC Industrials 50,429.0 $6.4M 0.02% -536.0 -1.1% $127.28 -5.0%
200 XYL XYLEM INC Industrials 52,617.0 $6.3M 0.02% -4K -7.8% $119.50 -7.7%
Page 10 of 35  ·  689 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%