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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 24 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BEP BROOKFIELD RENEWABLE ENERGY Utilities 17,392.0 $604K 0.00% -573.0 -3.2% $34.73 -5.6%
462 FTCS FIRST TR EXCHANGE-TRADED FD 6,428.0 $604K 0.00% -169.0 -2.6% $93.92 +8.1%
463 WING WINGSTOP INC Consumer Cyclical 3,399.0 $589K 0.00% -3K -49.5% $173.40 -33.4%
464 EPP ISHARES INC 11,035.0 $588K 0.00% -344.0 -3.0% $53.26 +9.0%
465 UI UBIQUITI INC Technology 1,099.0 $587K 0.00% -136.0 -11.0% $534.03 +4.7%
466 CRL CHARLES RIV LABS INTL INC Healthcare 2,583.0 $586K 0.00% -2K -43.5% $226.79 +30.2%
467 EWU ISHARES TR 12,671.0 $585K 0.00% -699.0 -5.2% $46.14 +6.1%
468 SOMNIGROUP INTERNATIONAL INC 7,247.0 $568K 0.00% -4K -33.9% $78.40
469 AMTM AMENTUM HOLDINGS INC Industrials 27,278.0 $564K 0.00% -22K -44.7% $20.67 +4.0%
470 BANK OF AMER CORP 448.0 $562K 0.00% -46.0 -9.3% $1254.50
471 PEN PENUMBRA INC Healthcare 1,769.0 $559K 0.00% -37.0 -2.0% $315.75 +3.0%
472 AEIS ADVANCED ENERGY INDS Industrials 1,468.0 $547K 0.00% -2K -60.1% $372.87 -23.3%
473 GLOBUS MED INC 6,865.0 $542K 0.00% -83.0 -1.2% $79.01
474 CLH CLEAN HARBORS INC Industrials 1,811.0 $541K 0.00% -840.0 -31.7% $298.75 +5.8%
475 SHM SPDR SERIES TRUST 10,931.0 $524K 0.00% -612.0 -5.3% $47.97 -0.4%
476 THRY THRYV HLDGS INC Communication Services 130,848.0 $516K 0.00% -4K -2.9% $3.94 -47.2%
477 APLD APPLIED DIGITAL CORP Technology 13,693.0 $511K 0.00% -2K -9.9% $37.30 -27.1%
478 THE BALDWIN INSURANCE GRP IN 19,152.0 $509K 0.00% -3K -12.8% $26.58
479 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 2,798.0 $507K 0.00% -109.0 -3.8% $181.15 +15.7%
480 EZM WISDOMTREE TR 6,682.0 $506K 0.00% -110.0 -1.6% $75.78 +1.2%
Page 24 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%