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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 28 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 STAG STAG INDUSTRIAL INC Real Estate 9,296.0 $335K 0.00% -169.0 -1.8% $36.06 +4.8%
542 PLXS PLEXUS CORP Technology 1,646.0 $333K 0.00% -84.0 -4.9% $202.54 +48.1%
543 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 16,483.0 $326K 0.00% -1K -6.7% $19.78 -18.4%
544 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 5,022.0 $324K 0.00% -83.0 -1.6% $64.45 +15.8%
545 BFLY BUTTERFLY NETWORK INC Healthcare 79,500.0 $321K 0.00% -50K -38.6% $4.04 +120.3%
546 ISHARES TR 6,854.0 $317K 0.00% -2K -18.4% $46.23
547 FAF FIRST AMERN FINL CORP Financial Services 5,255.0 $317K 0.00% -39.0 -0.7% $60.29 +13.8%
548 ENSG ENSIGN GROUP INC Healthcare 1,566.0 $316K 0.00% -35.0 -2.2% $201.50 -23.7%
549 ALLE ALLEGION PLC Industrials 2,169.0 $315K 0.00% -142.0 -6.1% $145.29 -8.1%
550 SYF SYNCHRONY FINANCIAL Financial Services 4,616.0 $314K 0.00% -2K -33.2% $68.02 +10.6%
551 JMUB J P MORGAN EXCHANGE TRADED F 6,254.0 $313K 0.00% -4K -39.5% $49.99 +1.0%
552 DFAT DIMENSIONAL ETF TRUST 4,932.0 $308K 0.00% -110.0 -2.2% $62.45 +9.7%
553 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,314.0 $300K 0.00% -60.0 -1.8% $90.67 +6.9%
554 BROWN FORMAN CORP 10,798.0 $285K 0.00% -4K -26.6% $26.44
555 PINS PINTEREST INC Communication Services 15,470.0 $284K 0.00% -518.0 -3.2% $18.34 +10.5%
556 ICVT ISHARES TR 2,762.0 $281K 0.00% -195.0 -6.6% $101.79 +22.1%
557 GDDY GODADDY INC Technology 3,363.0 $278K 0.00% -3K -47.0% $82.67 -6.8%
558 FELE FRANKLIN ELEC INC Industrials 3,007.0 $277K 0.00% -59.0 -1.9% $92.18 +13.0%
559 DLTR DOLLAR TREE INC Consumer Defensive 2,524.0 $276K 0.00% -4K -62.0% $109.51 +2.0%
560 CNO CNO FINL GROUP INC Financial Services 6,711.0 $276K 0.00% -50.0 -0.7% $41.06 +23.8%
Page 28 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%