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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 28 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FVD FIRST TR EXCHANGE-TRADED FD 88,861.0 $4.2M 0.01% -60K -40.2% $47.03 +0.8%
542 KGS KODIAK GAS SVCS INC Energy 71,108.0 $4.1M 0.01% +56K +366.7% $58.32 +18.6%
543 WSM WILLIAMS SONOMA INC Consumer Cyclical 22,714.0 $4.1M 0.01% -222.0 -1.0% $182.33 +24.5%
544 STRL STERLING INFRASTRUCTURE INC Industrials 10,149.0 $4.1M 0.01% -511.0 -4.8% $407.25 +111.6%
545 SPIB SPDR SERIES TRUST 122,969.0 $4.1M 0.01% +2K +1.5% $33.54 -0.4%
546 VIOO VANGUARD ADMIRAL FDS INC 35,817.0 $4.1M 0.01% +25K +240.5% $114.83 +15.6%
547 Q QNITY ELECTRONICS INC Technology 35,587.0 $4.1M 0.01% -1K -3.3% $115.38 +46.5%
548 CACC CREDIT ACCEP CORP MICH Financial Services 9,670.0 $4.1M 0.01% $423.46 +36.9%
549 ICICI BANK LIMITED 156,828.0 $4.1M 0.01% -1K -0.9% $25.90
550 DOW DOW HLDGS INC Basic Materials 97,108.0 $4.0M 0.01% -2K -2.0% $41.65 -23.8%
551 PSEP INNOVATOR ETFS TRUST 93,788.0 $4.0M 0.01% -10K -9.9% $43.06 +6.7%
552 IOO ISHARES TR 33,152.0 $4.0M 0.01% +31K +1460.1% $120.97 +15.0%
553 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 30,111.0 $4.0M 0.01% -5K -14.9% $133.11 -17.2%
554 TER TERADYNE INC Technology 13,484.0 $4.0M 0.01% +175.0 +1.3% $296.45 +47.7%
555 TEM TEMPUS AI INC Healthcare 88,321.0 $4.0M 0.01% +7K +8.8% $45.22 +12.4%
556 SNOW SNOWFLAKE INC Technology 26,446.0 $4.0M 0.01% -9K -25.3% $150.82 +54.0%
557 FIVE FIVE BELOW INC Consumer Cyclical 17,412.0 $4.0M 0.01% -362.0 -2.0% $228.48 -15.1%
558 GIS GENERAL MILLS INC Consumer Defensive 106,753.0 $4.0M 0.01% -5K -4.3% $37.22 -10.2%
559 MUB ISHARES TR 36,931.0 $3.9M 0.01% -742.0 -2.0% $106.15 +1.1%
560 SUB ISHARES TR 36,770.0 $3.9M 0.01% +3K +7.4% $106.50 +0.1%
Page 28 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%