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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 17 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IT GARTNER INC Technology 14,506.0 $2.3M 0.01% -108K -88.2% $158.33 -19.5%
322 CAH CARDINAL HEALTH INC Healthcare 10,852.0 $2.3M 0.01% -8K -43.0% $211.30 +5.0%
323 RH RH Consumer Cyclical 16,399.0 $2.3M 0.01% -403.0 -2.4% $139.82 +5.9%
324 SCHA SCHWAB STRATEGIC TR 77,548.0 $2.3M 0.01% -9K -10.6% $29.08 +21.0%
325 VDE VANGUARD WORLD FD 12,975.0 $2.2M 0.01% -205.0 -1.6% $173.04 -12.3%
326 CF CF INDUSTRIES HOLD Basic Materials 17,181.0 $2.2M 0.01% -347.0 -2.0% $129.84 -20.7%
327 AEM AGNICO EAGLE MINES LTD Basic Materials 10,912.0 $2.2M 0.01% -4K -26.2% $202.98 -17.9%
328 CWB SPDR SERIES TRUST 24,004.0 $2.2M 0.01% -26K -51.6% $91.52 +20.8%
329 KJUL INNOVATOR ETFS TRUST 68,387.0 $2.2M 0.01% -450.0 -0.7% $32.03 +5.7%
330 U UNITY SOFTWARE INC Technology 99,493.0 $2.2M 0.01% -38K -27.6% $21.94 +25.3%
331 FLS FLOWSERVE CORP Industrials 29,594.0 $2.2M 0.01% -1K -4.4% $73.51 +11.1%
332 ADSK AUTODESK INC Technology 9,013.0 $2.2M 0.01% -4K -30.4% $239.40 -19.0%
333 DSGX DESCARTES SYS GROUP INC Technology 29,360.0 $2.1M 0.01% -188K -86.5% $71.56 -5.9%
334 GAIN GLADSTONE INVT CORP Financial Services 145,754.0 $2.1M 0.01% -9K -5.7% $14.20 +4.1%
335 RIO RIO TINTO PLC Basic Materials 22,132.0 $2.1M 0.01% -2K -7.8% $93.29 +7.3%
336 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7,293.0 $2.1M 0.01% -1K -17.0% $282.38 +28.8%
337 AFL AFLAC INC Financial Services 18,747.0 $2.1M 0.01% -453.0 -2.4% $109.71 +5.3%
338 WAL WESTERN ALLIANCE BANCORP Financial Services 28,819.0 $2.0M 0.01% -7K -18.8% $70.85 +12.8%
339 B BARRICK MNG CORP Basic Materials 48,236.0 $2.0M 0.01% -43K -47.2% $40.79 -1.1%
340 EPI WISDOMTREE TR 47,054.0 $1.9M 0.01% -3K -6.3% $40.80 +5.4%
Page 17 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%