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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 21 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ARCC ARES CAPITAL CORP Financial Services 436,676.0 $7.9M 0.02% +204K +87.8% $18.02 +0.1%
402 PPLT ABRDN PLATINUM ETF TRUST Financial Services 44,102.0 $7.9M 0.02% +38K +678.0% $178.23 -91.4%
403 RF REGIONS FINANCIAL CORP NEW Financial Services 300,749.0 $7.9M 0.02% -2K -0.6% $26.12 +9.6%
404 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 109,506.0 $7.8M 0.02% +5K +4.8% $71.18 -13.5%
405 SMG SCOTTS MIRACLE-GRO CO Basic Materials 127,959.0 $7.8M 0.02% +27K +26.1% $60.81 +6.4%
406 USB US BANCORP Financial Services 149,167.0 $7.8M 0.02% -984.0 -0.7% $52.01 +11.8%
407 QQQM INVESCO EXCH TRADED FD TR II 32,118.0 $7.6M 0.02% +11K +53.9% $237.62 +28.2%
408 CIEN CIENA CORP Technology 19,495.0 $7.6M 0.02% +922.0 +5.0% $388.23 +10.3%
409 POOL POOL CORP Industrials 37,268.0 $7.5M 0.02% -32K -46.0% $202.33 -1.7%
410 EVR EVERCORE INC Financial Services 25,157.0 $7.5M 0.02% +12K +91.8% $298.51 +24.5%
411 KFY KORN FERRY Industrials 119,198.0 $7.5M 0.02% -34K -22.4% $62.95 +13.5%
412 HAL HALLIBURTON CO Energy 192,397.0 $7.5M 0.02% +92K +91.1% $38.99 -10.4%
413 LHX L3HARRIS TECHNOLOGIES INC Industrials 21,592.0 $7.5M 0.02% -256.0 -1.2% $345.14 -14.6%
414 MRSH MARSH & MCLENNAN COS INC Financial Services 40,642.0 $7.4M 0.02% +5K +13.8% $182.70 -11.1%
415 KJAN INNOVATOR ETFS TRUST 177,539.0 $7.4M 0.02% +56K +46.1% $41.72 +8.7%
416 VRTX VERTEX PHARMACEUTICALS INC Healthcare 16,541.0 $7.4M 0.02% +451.0 +2.8% $446.54 +1.1%
417 ENTERGY CORP NEW 65,687.0 $7.4M 0.02% +828.0 +1.3% $112.36
418 USMV ISHARES TR 79,569.0 $7.4M 0.02% -2K -2.2% $92.74 +1.6%
419 SJM SMUCKER J M CO Consumer Defensive 76,111.0 $7.3M 0.02% +3K +4.3% $96.44 +15.0%
420 PRF INVESCO EXCHANGE TRADED FD T 153,748.0 $7.3M 0.02% +14K +10.2% $47.53 +13.3%
Page 21 of 97  ·  1,922 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%