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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 27 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 KRMN KARMAN HLDGS INC Industrials 57,033.0 $4.6M 0.01% +20K +54.6% $80.05 -37.1%
522 DIVO AMPLIFY ETF TR 101,339.0 $4.5M 0.01% +6K +6.2% $44.85 +2.3%
523 TMUS T-MOBILE US INC Communication Services 21,604.0 $4.5M 0.01% +4K +25.0% $210.03 -13.5%
524 AZO AUTOZONE INC Consumer Cyclical 1,334.0 $4.5M 0.01% +518.0 +63.5% $3377.53 -9.3%
525 SXI STANDEX INTL CORP Industrials 17,532.0 $4.5M 0.01% +16K +1468.2% $254.86 +23.7%
526 EWJ ISHARES INC 52,782.0 $4.5M 0.01% -5K -8.5% $84.44 +14.0%
527 CVS CVS HEALTH CORP Healthcare 61,734.0 $4.4M 0.01% -4K -5.6% $71.82 +36.9%
528 CBZ CBIZ INC Industrials 164,674.0 $4.4M 0.01% +15K +10.3% $26.85 +15.8%
529 IP INTERNATIONAL PAPER CO Consumer Cyclical 123,134.0 $4.4M 0.01% +1K +1.0% $35.70 +3.1%
530 ROST ROSS STORES INC Consumer Cyclical 20,225.0 $4.4M 0.01% $216.63 +7.5%
531 BE BLOOM ENERGY CORP Industrials 32,332.0 $4.4M 0.01% +1K +4.6% $135.49 +142.8%
532 SCHG SCHWAB STRATEGIC TR 150,029.0 $4.4M 0.01% +3K +1.7% $29.13 +16.4%
533 CORZ CORE SCIENTIFIC INC NEW Technology 292,069.0 $4.4M 0.01% $14.96 +94.9%
534 BDX BECTON DICKINSON & CO Healthcare 27,714.0 $4.4M 0.01% +658.0 +2.4% $157.23 -8.4%
535 O REALTY INCOME CORP Real Estate 71,159.0 $4.4M 0.01% +8K +12.3% $61.18 -1.5%
536 ROKU ROKU INC Communication Services 45,584.0 $4.3M 0.01% -5K -9.6% $94.62 +45.9%
537 DLR DIGITAL RLTY TR INC Real Estate 23,808.0 $4.3M 0.01% +291.0 +1.2% $180.21 +4.4%
538 XLY SELECT SECTOR SPDR TR 39,320.0 $4.3M 0.01% -645.0 -1.6% $108.98 +7.5%
539 HYG ISHARES TR 53,623.0 $4.3M 0.01% -514.0 -0.9% $79.56 +0.6%
540 SANDISK CORP 6,699.0 $4.3M 0.01% +1K +26.7% $635.33
Page 27 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%