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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 14 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SPG SIMON PPTY GROUP INC NEW Real Estate 18,882.0 $4.2M 0.01% -144.0 -0.8% $223.65 -2.4%
262 DLR DIGITAL RLTY TR INC Real Estate 23,382.0 $4.2M 0.01% -426.0 -1.8% $179.58 +6.1%
263 PSEP INNOVATOR ETFS TRUST 90,371.0 $4.2M 0.01% -3K -3.6% $46.05 +1.5%
264 SPYG SPDR SERIES TRUST 34,643.0 $4.1M 0.01% -2K -5.7% $118.99 +1.0%
265 FVD FIRST TR EXCHANGE-TRADED FD 85,454.0 $4.1M 0.01% -3K -3.8% $48.18 +5.2%
266 TW TRADEWEB MKTS INC Financial Services 40,590.0 $4.0M 0.01% -2K -4.5% $99.66 +7.4%
267 SCHI SCHWAB STRATEGIC TR 178,300.0 $4.0M 0.01% -40K -18.5% $22.64 -2.0%
268 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 142,896.0 $4.0M 0.01% -2K -1.7% $28.24 -5.5%
269 BDX BECTON DICKINSON & CO Healthcare 26,588.0 $4.0M 0.01% -1K -4.1% $151.33 +26.9%
270 PYPL PAYPAL HLDGS INC Financial Services 93,060.0 $4.0M 0.01% -43K -31.6% $43.18 +42.5%
271 AMG AFFILIATED MANAGERS GROUP Financial Services 11,787.0 $4.0M 0.01% -96.0 -0.8% $338.40 +5.3%
272 DDOG DATADOG INC Technology 15,185.0 $4.0M 0.01% -8K -35.4% $260.35 -9.5%
273 AIRG AIRGAIN INC Technology 622,756.0 $3.9M 0.01% -22K -3.5% $6.30 -14.6%
274 INNOVATOR ETFS TRUST 130,848.0 $3.7M 0.01% -7K -5.2% $28.62
275 FIS FIDELITY NATL INFORMATION SV Technology 96,218.0 $3.7M 0.01% -6K -6.3% $38.88 +6.3%
276 CENCORA INC 13,115.0 $3.7M 0.01% -7K -33.4% $282.98
277 VTEB VANGUARD MUN BD FDS 73,067.0 $3.7M 0.01% -975.0 -1.3% $50.58 -2.1%
278 WAT WATERS CORP Healthcare 9,795.0 $3.7M 0.01% -409.0 -4.0% $375.04 +9.5%
279 AFRM AFFIRM HLDGS INC Technology 45,008.0 $3.7M 0.01% -11K -19.9% $81.55 -5.5%
280 RY ROYAL BK CDA Financial Services 17,360.0 $3.6M 0.01% -88.0 -0.5% $206.97 -0.8%
Page 14 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%