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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 25 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 QUAL ISHARES TR 29,232.0 $5.6M 0.02% +623.0 +2.2% $191.81 +12.6%
482 SHEL SHELL PLC Energy 60,233.0 $5.6M 0.02% -1K -1.8% $93.00 -15.3%
483 PHM PULTE GROUP INC Consumer Cyclical 47,220.0 $5.6M 0.02% +9K +24.9% $117.61 +8.0%
484 CANADIAN PACIFIC KANSAS CITY 70,406.0 $5.5M 0.02% +4K +5.8% $78.66
485 CSX CSX CORP Industrials 134,788.0 $5.5M 0.02% -4K -3.2% $41.05 +11.2%
486 IXUS ISHARES TR 63,758.0 $5.5M 0.02% +41K +176.8% $86.64 +11.9%
487 FNDX SCHWAB STRATEGIC TR 198,002.0 $5.5M 0.02% +26K +15.4% $27.85 +11.5%
488 CARR CARRIER GLOBAL CORPORATION Industrials 96,003.0 $5.4M 0.01% -10K -9.2% $56.31 +27.5%
489 AMP AMERIPRISE FINL INC Financial Services 12,112.0 $5.4M 0.01% -496.0 -3.9% $444.41 +5.2%
490 SPOT SPOTIFY TECHNOLOGY S A Communication Services 11,087.0 $5.4M 0.01% -34K -75.3% $484.91 -3.5%
491 MET METLIFE INC Financial Services 75,718.0 $5.4M 0.01% -5K -6.7% $70.72 +21.0%
492 IYW ISHARES TR 29,377.0 $5.3M 0.01% -923.0 -3.0% $181.42 +39.8%
493 WEC WEC ENERGY GROUP INC Utilities 45,512.0 $5.3M 0.01% +4K +9.8% $115.77 -3.1%
494 DHI D R HORTON INC Consumer Cyclical 38,317.0 $5.3M 0.01% -1K -2.9% $137.22 +15.0%
495 INNOVATOR ETFS TRUST 204,482.0 $5.3M 0.01% $25.70
496 CASY CASEYS GEN STORES INC Consumer Cyclical 7,182.0 $5.2M 0.01% +192.0 +2.8% $727.86 +15.7%
497 URI UNITED RENTALS INC Industrials 7,168.0 $5.2M 0.01% -164.0 -2.2% $728.52 +47.8%
498 VONV VANGUARD SCOTTSDALE FDS 55,488.0 $5.2M 0.01% +7K +14.9% $93.74 +13.2%
499 AIR AAR CORP Industrials 47,475.0 $5.2M 0.01% -12K -20.3% $109.46 +23.2%
500 LPLA LPL FINL HLDGS INC Financial Services 17,170.0 $5.2M 0.01% +12K +207.9% $300.84 -2.3%
Page 25 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%