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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 19 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RIG TRANSOCEAN LTD Energy 324,002.0 $1.6M 0.00% -15K -4.4% $4.89 +21.1%
362 MINT PIMCO ETF TR 14,844.0 $1.5M 0.00% -343.0 -2.3% $100.81 -0.1%
363 MXL MAXLINEAR INC Technology 11,679.0 $1.5M 0.00% -2K -17.3% $128.03 -48.0%
364 SPYV SPDR SERIES TRUST 24,359.0 $1.5M 0.00% -2K -9.1% $60.79 +4.5%
365 PODD INSULET CORP Healthcare 9,491.0 $1.4M 0.00% -103K -91.6% $152.26 -2.7%
366 KVUE KENVUE INC Consumer Defensive 75,321.0 $1.4M 0.00% -5K -6.6% $19.11 -0.3%
367 SCHM SCHWAB STRATEGIC TR 39,018.0 $1.4M 0.00% -306.0 -0.8% $36.87 -1.9%
368 PAR PAR TECHNOLOGY CORP Technology 82,380.0 $1.4M 0.00% -649.0 -0.8% $17.42 +12.1%
369 ADSK AUTODESK INC Technology 7,313.0 $1.4M 0.00% -2K -18.9% $194.41 +30.6%
370 ORI OLD REP INTL CORP Financial Services 34,727.0 $1.4M 0.00% -3K -8.1% $40.92 +1.6%
371 FTEC FIDELITY COVINGTON TRUST 4,950.0 $1.4M 0.00% -2K -29.1% $285.59 -1.0%
372 UEC URANIUM ENERGY CORP Energy 132,514.0 $1.4M 0.00% -25K -15.8% $10.66 +19.7%
373 FLOT ISHARES TR 27,148.0 $1.4M 0.00% -593.0 -2.1% $51.05 -0.1%
374 SSO PROSHARES TR 20,339.0 $1.4M 0.00% -2K -10.4% $67.38 +4.1%
375 CHDN CHURCHILL DOWNS INC Consumer Cyclical 15,065.0 $1.4M 0.00% -334.0 -2.2% $89.64 +4.5%
376 BJUL INNOVATOR ETFS TRUST 24,518.0 $1.3M 0.00% -2K -5.9% $54.31 +1.9%
377 EL LAUDER ESTEE COS INC Consumer Defensive 16,825.0 $1.3M 0.00% -10K -36.2% $78.95 +29.1%
378 BMO BANK MONTREAL MEDIUM Financial Services 7,414.0 $1.3M 0.00% -2K -23.5% $176.71 -1.3%
379 ICFI ICF INTL INC Industrials 17,639.0 $1.3M 0.00% -6K -25.8% $72.86 +22.2%
380 MANU MANCHESTER UTD PLC NEW Communication Services 54,958.0 $1.3M 0.00% -2K -4.3% $22.93 +3.6%
Page 19 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%