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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 9 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MKL MARKEL GROUP INC Financial Services 7,173.0 $14.0M 0.04% -139.0 -1.9% $1953.01 -8.1%
162 TROW PRICE T ROWE GROUP INC Financial Services 122,440.0 $13.9M 0.04% -60K -32.9% $113.69 -1.9%
163 PLTR PALANTIR TECHNOLOGIES INC Technology 119,250.0 $13.9M 0.04% -106K -47.2% $116.67 +54.2%
164 KMB KIMBERLY-CLARK CORP Consumer Defensive 125,313.0 $13.8M 0.04% -22K -14.8% $109.77 -0.4%
165 FISV FISERV INC Technology 279,711.0 $13.7M 0.04% -127K -31.3% $49.05 +7.2%
166 PAYX PAYCHEX INC Industrials 130,074.0 $12.8M 0.03% -4K -2.7% $98.33 +26.6%
167 FROG JFROG LTD Technology 135,741.0 $12.3M 0.03% -61K -31.0% $90.88 +1.4%
168 WPM WHEATON PRECIOUS METALS CORP Basic Materials 107,160.0 $12.0M 0.03% -958.0 -0.9% $112.32 +40.5%
169 IJAN INNOVATOR ETFS TRUST 311,570.0 $11.9M 0.03% -28K -8.2% $38.08 +2.5%
170 IJUL INNOVATOR ETFS TRUST 314,075.0 $11.3M 0.03% -27K -7.9% $35.97 +2.8%
171 BLOCK INC 146,280.0 $11.1M 0.03% -68K -31.9% $76.00
172 LNG CHENIERE ENERGY INC Energy 45,210.0 $10.8M 0.03% -5K -9.3% $239.01 +16.1%
173 VCYT VERACYTE INC Healthcare 179,712.0 $10.6M 0.03% -15K -7.8% $58.73 -28.0%
174 ARES ARES MANAGEMENT CORPORATION Financial Services 92,893.0 $10.3M 0.03% -8K -8.2% $111.31 +26.9%
175 EQT EQT CORP Energy 194,272.0 $10.3M 0.03% -127K -39.5% $53.17 +1.0%
176 PFEB INNOVATOR ETFS TRUST 236,401.0 $10.2M 0.03% -10K -4.2% $43.06 +1.8%
177 IRT INDEPENDENCE RLTY TR INC Real Estate 603,622.0 $10.1M 0.03% -8K -1.3% $16.69 -0.6%
178 MDT MEDTRONIC PLC Healthcare 124,119.0 $9.7M 0.03% -29K -19.0% $78.23 +19.3%
179 MRCY MERCURY SYS INC Industrials 77,712.0 $9.5M 0.03% -1K -1.4% $122.33 -25.3%
180 IRIDIUM COMMUNICATIONS INC 172,503.0 $9.5M 0.03% -48K -21.7% $54.85
Page 9 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%