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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 11 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VUSB VANGUARD BD INDEX FDS 158,180.0 $7.9M 0.02% -15K -8.4% $49.78 -0.1%
202 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 31,318.0 $7.8M 0.02% -14K -31.2% $249.98 -4.1%
203 ELF E L F BEAUTY INC Consumer Defensive 105,784.0 $7.8M 0.02% -43K -28.7% $74.00 +37.8%
204 T AT&T INC Communication Services 375,495.0 $7.8M 0.02% -65K -14.7% $20.70 +22.3%
205 VNOM VIPER ENERGY INC Energy 176,658.0 $7.5M 0.02% -5K -3.0% $42.40 +6.8%
206 USMV ISHARES TR 77,283.0 $7.5M 0.02% -2K -2.9% $96.46 +4.9%
207 DT DYNATRACE INC Technology 167,281.0 $7.3M 0.02% -25K -13.0% $43.91 +12.3%
208 CACI CACI INTL INC Technology 15,666.0 $7.3M 0.02% -11K -40.3% $463.27 +39.7%
209 KJAN INNOVATOR ETFS TRUST 156,948.0 $7.2M 0.02% -21K -11.6% $45.63 +1.6%
210 KRNT KORNIT DIGITAL LTD Industrials 439,786.0 $7.1M 0.02% -13K -2.8% $16.25 +3.2%
211 UNF UNIFIRST CORP MASS Industrials 26,851.0 $7.1M 0.02% -1K -5.2% $264.46 +9.8%
212 IVE ISHARES TR 31,155.0 $7.1M 0.02% -10K -24.1% $227.06 +4.5%
213 VIGI VANGUARD WHITEHALL FDS 75,207.0 $7.0M 0.02% -22K -22.7% $93.38 +5.6%
214 ITA ISHARES TR 27,875.0 $6.8M 0.02% -1K -3.8% $242.42 -2.1%
215 CTVA CORTEVA INC Basic Materials 79,049.0 $6.7M 0.02% -1K -1.7% $84.69 -3.4%
216 XMMO INVESCO EXCHANGE TRADED FD T 39,324.0 $6.7M 0.02% -3K -7.8% $170.14 -7.7%
217 WELL WELLTOWER INC Real Estate 29,219.0 $6.6M 0.02% -1K -3.6% $226.97 +5.4%
218 BINC BLACKROCK ETF TRUST II 122,136.0 $6.4M 0.02% -5K -4.0% $52.34 -0.6%
219 MET METLIFE INC Financial Services 75,070.0 $6.4M 0.02% -648.0 -0.9% $84.61 +11.5%
220 PCOR PROCORE TECHNOLOGIES INC Technology 155,005.0 $6.3M 0.02% -105K -40.3% $40.62 +56.3%
Page 11 of 33  ·  641 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%