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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 30 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 JOBY JOBY AVIATION INC Industrials 26,851.0 $222K 0.00% -626.0 -2.3% $8.26 +21.1%
582 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,232.0 $221K 0.00% -158.0 -11.4% $178.99 -21.1%
583 ABCB AMERIS BANCORP Financial Services 2,770.0 $216K 0.00% -94.0 -3.3% $77.99 +12.3%
584 IGF ISHARES TR 3,217.0 $216K 0.00% -154.0 -4.6% $66.99 -0.9%
585 INDA ISHARES TR 4,557.0 $213K 0.00% -553.0 -10.8% $46.84 +5.8%
586 MLPX GLOBAL X FDS 2,880.0 $213K 0.00% -2K -35.5% $73.94 -2.3%
587 INNOVATOR ETFS TRUST 7,968.0 $212K 0.00% -74K -90.2% $26.55
588 VRIG INVESCO ACTIVELY MANAGED EXC 8,403.0 $210K 0.00% -468.0 -5.3% $25.04 +0.4%
589 LOPE GRAND CANYON ED INC Consumer Defensive 1,236.0 $210K 0.00% -716.0 -36.7% $170.03 -16.7%
590 LBRDK LIBERTY BROADBAND CORP Communication Services 4,055.0 $204K 0.00% -28.0 -0.7% $50.30 -41.1%
591 TDIV FIRST TR EXCHANGE TRADED FD 2,175.0 $204K 0.00% -241.0 -10.0% $93.66 +25.9%
592 LUMN LUMEN TECHNOLOGIES INC Communication Services 29,246.0 $203K 0.00% -11K -26.5% $6.95 +18.0%
593 PNR PENTAIR PLC Industrials 2,321.0 $202K 0.00% -577.0 -19.9% $87.11 -14.7%
594 BBAI BIGBEAR AI HLDGS INC Technology 56,834.0 $200K 0.00% -2K -3.6% $3.52 +11.4%
595 EVEREST GROUP LTD 612.0 $200K 0.00% -161.0 -20.8% $326.88
596 SPAB SPDR SERIES TRUST 7,808.0 $200K 0.00% -2K -23.1% $25.62 -0.5%
597 SPTM SPDR SERIES TRUST 2,510.0 $198K 0.00% -400.0 -13.8% $79.05 +15.0%
598 MTH MERITAGE HOMES CORP Consumer Cyclical 3,070.0 $190K 0.00% -28.0 -0.9% $61.84 +22.5%
599 LYFT LYFT INC Technology 13,950.0 $186K 0.00% -2K -10.2% $13.30 +7.4%
600 DOC HEALTHPEAK PROPERTIES INC Real Estate 11,141.0 $183K 0.00% -3K -19.6% $16.43 +19.0%
Page 30 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%