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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 26 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 KGS KODIAK GAS SVCS INC Energy 74,290.0 $5.6M 0.01% +3K +4.5% $75.13 -18.2%
502 IGSB ISHARES TR 103,775.0 $5.4M 0.01% -6K -5.8% $52.41 -0.6%
503 TRMB TRIMBLE INC Technology 106,268.0 $5.4M 0.01% -2K -1.9% $51.18 +17.7%
504 WEC WEC ENERGY GROUP INC Utilities 46,275.0 $5.4M 0.01% +763.0 +1.7% $116.77 -9.2%
505 IHI ISHARES TR 108,904.0 $5.4M 0.01% $49.41 +13.7%
506 ULTA ULTA BEAUTY INC Consumer Cyclical 11,930.0 $5.4M 0.01% -641.0 -5.1% $450.98 +15.6%
507 J JACOBS SOLUTIONS INC Industrials 42,698.0 $5.4M 0.01% -8K -15.3% $126.00 +19.1%
508 AMP AMERIPRISE FINL INC Financial Services 11,662.0 $5.4M 0.01% -450.0 -3.7% $458.76 +21.1%
509 TIP ISHARES TR 48,793.0 $5.3M 0.01% +2K +5.1% $109.43 -2.1%
510 XYL XYLEM INC Industrials 45,121.0 $5.3M 0.01% -7K -14.2% $118.21 -4.1%
511 SYM SYMBOTIC INC Industrials 117,920.0 $5.3M 0.01% +3K +2.5% $44.95 -6.9%
512 WSM WILLIAMS SONOMA INC Consumer Cyclical 22,679.0 $5.3M 0.01% $233.10 +1.9%
513 EWJ ISHARES INC 55,927.0 $5.2M 0.01% +3K +6.0% $93.27 +2.0%
514 PMAR INNOVATOR ETFS TRUST 107,812.0 $5.2M 0.01% +28K +35.7% $47.77 +1.7%
515 KMX CARMAX INC Consumer Cyclical 96,203.0 $5.1M 0.01% +6K +6.1% $52.89 +17.5%
516 HDV ISHARES TR 184,444.0 $5.1M 0.01% +147K +388.4% $27.41 +8.8%
517 IVOO VANGUARD ADMIRAL FDS INC 38,715.0 $5.0M 0.01% +19K +96.8% $130.40 -0.4%
518 IDV ISHARES TR 121,159.0 $5.0M 0.01% -17K -12.1% $41.43 +8.8%
519 TEM TEMPUS AI INC Healthcare 86,638.0 $5.0M 0.01% -2K -1.9% $57.93 +25.5%
520 VTR VENTAS INC Real Estate 56,438.0 $5.0M 0.01% +39K +230.6% $88.80 +4.8%
Page 26 of 100  ·  1,998 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%