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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 26 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EMB ISHARES TR 3,718.0 $359K 0.00% -156.0 -4.0% $96.44 -1.8%
502 RL RALPH LAUREN CORP Consumer Cyclical 892.0 $358K 0.00% -1K -55.6% $401.48 -7.2%
503 USO UNITED STS OIL FD LP Financial Services 3,361.0 $358K 0.00% -2K -33.2% $106.44 +26.5%
504 FORM FORMFACTOR INC Technology 2,213.0 $354K 0.00% -931.0 -29.6% $159.93 -28.6%
505 EPAM EPAM SYS INC Technology 4,443.0 $353K 0.00% -79.0 -1.8% $79.35 +39.1%
506 ATR APTARGROUP INC Healthcare 2,797.0 $350K 0.00% -877.0 -23.9% $125.20 +7.7%
507 SANM SANMINA CORP Technology 1,380.0 $349K 0.00% -2K -56.5% $253.08 -25.4%
508 UMAC UNUSUAL MACHS INC Financial Services 15,450.0 $345K 0.00% -2K -11.5% $22.30 +23.0%
509 STEP STEPSTONE GROUP INC Financial Services 8,226.0 $340K 0.00% -5K -37.8% $41.36 +20.9%
510 MOOG INC 798.0 $338K 0.00% -2K -67.3% $423.87
511 M MACYS INC Consumer Cyclical 14,330.0 $337K 0.00% -601.0 -4.0% $23.55 -3.1%
512 EMN EASTMAN CHEM CO Basic Materials 4,978.0 $333K 0.00% -251.0 -4.8% $66.97 +10.6%
513 RJF RAYMOND JAMES FINL INC Financial Services 2,184.0 $332K 0.00% -546.0 -20.0% $152.05 +15.2%
514 EWT ISHARES INC 3,045.0 $331K 0.00% -250.0 -7.6% $108.61 -4.0%
515 SM SM ENERGY COMPANY Energy 12,551.0 $328K 0.00% -114.0 -0.9% $26.10 +42.5%
516 PBR PETROLEO BRASILEIRO S A Energy 19,838.0 $321K 0.00% -1K -5.7% $16.16 +18.5%
517 TKR TIMKEN CO Industrials 2,203.0 $320K 0.00% -2K -44.7% $145.34 -13.9%
518 PTC PTC INC Technology 2,803.0 $318K 0.00% -48.0 -1.7% $113.61 +36.1%
519 NIC NICOLET BANKSHARES INC Financial Services 1,916.0 $317K 0.00% -1K -36.3% $165.39 +4.7%
520 INHIBIKASE THERAPEUTICS INC 156,080.0 $317K 0.00% -2K -1.2% $2.03
Page 26 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%