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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 21 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 APA APA CORPORATION Energy 33,142.0 $1.1M 0.00% -714.0 -2.1% $32.57 +33.2%
402 IXN ISHARES TR 7,466.0 $1.1M 0.00% -132.0 -1.7% $144.49 -3.5%
403 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 56,771.0 $1.1M 0.00% -1K -2.5% $18.87 +21.0%
404 ALGN ALIGN TECHNOLOGY INC Healthcare 6,171.0 $1.0M 0.00% -3K -31.8% $168.66 -3.6%
405 IQVIA HLDGS INC 5,310.0 $1.0M 0.00% -626.0 -10.6% $193.23
406 VICI VICI PPTYS INC Real Estate 38,610.0 $1.0M 0.00% -1K -2.6% $26.55 -0.2%
407 XPO XPO INC Industrials 4,920.0 $1.0M 0.00% -36.0 -0.7% $205.30 -3.7%
408 SUSB ISHARES TR 39,706.0 $992K 0.00% -3K -7.4% $24.99 -0.6%
409 RMAX RE/MAX HLDGS INC Real Estate 100,627.0 $992K 0.00% -6K -5.8% $9.86 +38.1%
410 ATMP BARCLAYS BANK PLC Financial Services 28,574.0 $986K 0.00% -513.0 -1.8% $34.52 +6.2%
411 RBLX ROBLOX CORP Technology 18,016.0 $980K 0.00% -3K -16.0% $54.38 -29.4%
412 CIGI COLLIERS INTL GROUP INC Real Estate 10,421.0 $977K 0.00% -22K -67.8% $93.79 +14.1%
413 MOO VANECK ETF TRUST 12,318.0 $976K 0.00% -300.0 -2.4% $79.20 +7.6%
414 LANDBRIDGE COMPANY LLC 12,279.0 $973K 0.00% -297.0 -2.4% $79.24
415 VTES VANGUARD WELLINGTON FD 9,407.0 $953K 0.00% -885.0 -8.6% $101.31 -0.5%
416 ALB ALBEMARLE CORP Basic Materials 7,041.0 $951K 0.00% -412.0 -5.5% $135.03 +6.1%
417 U UNITY SOFTWARE INC Technology 33,073.0 $945K 0.00% -66K -66.8% $28.58 +64.2%
418 ERIE ERIE INDTY CO Financial Services 3,853.0 $924K 0.00% -380.0 -9.0% $239.77 +10.5%
419 CLX CLOROX CO DEL Consumer Defensive 9,573.0 $914K 0.00% -6K -37.5% $95.44 +11.8%
420 VSS VANGUARD INTL EQUITY INDEX F 5,910.0 $912K 0.00% -126.0 -2.1% $154.29 +3.7%
Page 21 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%