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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 34 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 NEM NEWMONT CORP Basic Materials 24,126.0 $2.6M 0.01% +2K +10.2% $108.25 -4.1%
662 IWS ISHARES TR 17,908.0 $2.6M 0.01% $145.74 +11.8%
663 IYR ISHARES TR 27,278.0 $2.6M 0.01% +7K +33.5% $94.56 +6.2%
664 AFRM AFFIRM HLDGS INC Technology 56,198.0 $2.6M 0.01% -264K -82.5% $45.82 +61.3%
665 OKLO OKLO INC Utilities 51,430.0 $2.6M 0.01% -10K -16.9% $49.59 +23.4%
666 IONS IONIS PHARMACEUTICALS INC Healthcare 33,857.0 $2.5M 0.01% $75.09 -1.3%
667 CBRE CBRE GROUP INC Real Estate 18,671.0 $2.5M 0.01% +2K +9.0% $135.46 -2.9%
668 IBB ISHARES TR 14,777.0 $2.5M 0.01% +3K +26.6% $168.85 +2.8%
669 SHV ISHARES TR 22,441.0 $2.5M 0.01% -273.0 -1.2% $110.39 -0.1%
670 DSI ISHARES TR 20,396.0 $2.5M 0.01% -2K -8.7% $121.19 +17.0%
671 LITE LUMENTUM HLDGS INC Technology 3,508.0 $2.5M 0.01% -103.0 -2.9% $702.67 +21.0%
672 QNST QUINSTREET INC Communication Services 205,144.0 $2.5M 0.01% +7K +3.4% $12.01 +8.7%
673 GGG GRACO INC Industrials 29,070.0 $2.5M 0.01% +14K +90.8% $84.65 -10.2%
674 PCAR PACCAR INC Industrials 21,265.0 $2.5M 0.01% -1K -6.0% $115.50 +3.0%
675 WSC WILLSCOT HLDGS CORP Industrials 140,839.0 $2.4M 0.01% -38K -21.1% $17.36 +66.1%
676 ARM ARM HOLDINGS PLC Technology 16,047.0 $2.4M 0.01% +3K +23.5% $151.28 +190.5%
677 LSTR LANDSTAR SYS INC Industrials 15,128.0 $2.4M 0.01% $160.31 +29.4%
678 NTNX NUTANIX INC Technology 63,115.0 $2.4M 0.01% -26K -29.3% $38.01 +23.4%
679 BY BYLINE BANCORP INC Financial Services 75,986.0 $2.4M 0.01% -7K -8.4% $31.57 +11.3%
680 PRU PRUDENTIAL FINL INC Financial Services 24,382.0 $2.4M 0.01% -1K -4.4% $97.69 +9.1%
Page 34 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%