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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 22 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VGSH VANGUARD SCOTTSDALE FDS 16,681.0 $976K 0.00% -3K -13.5% $58.54 -0.7%
422 ICLR ICON PLC Healthcare 8,797.0 $973K 0.00% -6K -40.3% $110.66 +31.9%
423 IJS ISHARES TR 8,095.0 $959K 0.00% -124.0 -1.5% $118.45 +12.6%
424 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,600.0 $949K 0.00% -200.0 -11.1% $592.98 -9.5%
425 CFG CITIZENS FINL GROUP INC Financial Services 15,330.0 $919K 0.00% -886.0 -5.5% $59.97 +11.9%
426 YUMC YUM CHINA HLDGS INC Consumer Cyclical 18,659.0 $910K 0.00% -123.0 -0.7% $48.78 -12.0%
427 IGM ISHARES TR 7,621.0 $903K 0.00% -47K -86.1% $118.51 +38.9%
428 RRX REGAL REXNORD CORPORATION Industrials 4,759.0 $891K 0.00% -126.0 -2.6% $187.26 +21.1%
429 GWX SPDR INDEX SHS FDS 21,028.0 $888K 0.00% -390.0 -1.8% $42.23 +7.8%
430 ZETA ZETA GLOBAL HOLDINGS CORP Technology 55,362.0 $881K 0.00% -14K -19.6% $15.92 +18.7%
431 AER AERCAP HOLDINGS NV Industrials 6,345.0 $870K 0.00% -995.0 -13.6% $137.17 +5.8%
432 FLR FLUOR CORP Industrials 18,452.0 $861K 0.00% -40K -68.4% $46.65 +14.9%
433 SVM SILVERCORP METALS INC Basic Materials 80,000.0 $859K 0.00% -20K -20.0% $10.74 +5.4%
434 TLN TALEN ENERGY CORP Utilities 2,687.0 $858K 0.00% -3K -56.0% $319.23 +36.7%
435 KHC KRAFT HEINZ CO Consumer Defensive 37,854.0 $851K 0.00% -13K -25.4% $22.49 +1.5%
436 VPL VANGUARD INTL EQUITY INDEX F 8,700.0 $850K 0.00% -422.0 -4.6% $97.73 +23.1%
437 APOS APOLLO GLOBAL MGMT INC Financial Services 7,598.0 $847K 0.00% -7K -47.0% $111.43 -77.0%
438 IEF ISHARES TR 8,751.0 $835K 0.00% -2K -17.7% $95.44 -1.1%
439 GSK GSK PLC Healthcare 15,093.0 $833K 0.00% -917.0 -5.7% $55.19 -8.2%
440 MMSI MERIT MED SYS INC Healthcare 12,059.0 $831K 0.00% -122.0 -1.0% $68.93 -2.5%
Page 22 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%