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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 33 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IGE ISHARES TR 965.0 $61K -674.0 -41.1% $62.95 -8.7%
642 JNK SPDR SERIES TRUST 628.0 $60K -829.0 -56.9% $95.72 +0.7%
643 IVOL KRANESHARES TRUST 3,175.0 $59K -175.0 -5.2% $18.71 -7.5%
644 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 14,005.0 $59K -12K -46.1% $4.23 +90.3%
645 OPUS GENETICS INC 12,466.0 $57K -15K -54.6% $4.55
646 FBT FIRST TR EXCHANGE-TRADED FD 275.0 $55K -43.0 -13.5% $200.82 +13.9%
647 WOMN TIDAL TRUST III 1,311.0 $52K -10.0 -0.8% $39.58 +7.1%
648 CDXS CODEXIS INC Healthcare 30,018.0 $49K -372.0 -1.2% $1.63 +57.7%
649 FNCL FIDELITY COVINGTON TRUST 677.0 $48K -75.0 -10.0% $70.20 +8.3%
650 GSUS GOLDMAN SACHS ETF TR 500.0 $45K -100.0 -16.7% $89.59 +15.4%
651 IETC ISHARES U S ETF TR 479.0 $42K -4K -88.0% $88.38 +23.7%
652 LRGF ISHARES TR 633.0 $42K -198.0 -23.8% $66.00 +14.6%
653 FTSM FIRST TR EXCHANGE-TRADED FD 691.0 $41K -37.0 -5.1% $59.78 +0.2%
654 BBUS J P MORGAN EXCHANGE TRADED F 330.0 $39K -810.0 -71.0% $117.18 +15.2%
655 SDS PROSHARES TR 500.0 $38K -100.0 -16.7% $75.25 -23.8%
656 BITO PROSHARES TR 3,805.0 $35K -5K -56.1% $9.31 -8.1%
657 XOP SPDR SERIES TRUST 188.0 $34K -46.0 -19.7% $181.37 -15.4%
658 GBF ISHARES TR 323.0 $34K -117.0 -26.6% $104.17 -0.5%
659 IMCB ISHARES TR 390.0 $33K -10.0 -2.5% $83.43 +14.1%
660 VXX BARCLAYS BANK PLC Financial Services 818.0 $29K -200.0 -19.6% $35.70 -36.1%
Page 33 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%