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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 42 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ORI OLD REP INTL CORP Financial Services 37,799.0 $1.5M 0.00% +2K +4.4% $39.90 -3.0%
822 RBRK RUBRIK INC. Technology 30,665.0 $1.5M 0.00% +23K +282.1% $48.97 +43.4%
823 CRSP CRISPR THERAPEUTICS AG Healthcare 31,546.0 $1.5M 0.00% -2K -5.6% $47.57 +13.7%
824 HHS HARTE HANKS INC Communication Services 660,845.0 $1.5M 0.00% $2.27 +5.7%
825 CRDF CARDIFF ONCOLOGY INC Healthcare 922,407.0 $1.5M 0.00% -1.0M -52.7% $1.62 -25.3%
826 IVOG VANGUARD ADMIRAL FDS INC 11,849.0 $1.5M 0.00% -4K -25.3% $125.03 +15.3%
827 RKT ROCKET COS INC Financial Services 103,715.0 $1.5M 0.00% +35K +50.3% $14.25 +1.2%
828 WBD WARNER BROS DISCOVERY INC Communication Services 53,433.0 $1.5M 0.00% -1K -2.2% $27.46 -4.6%
829 PCYO PURE CYCLE CORP Utilities 145,276.0 $1.5M 0.00% -7K -4.5% $10.06 +10.0%
830 OSIS OSI SYSTEMS INC Technology 5,493.0 $1.5M 0.00% +32.0 +0.6% $265.51 -16.1%
831 FTEC FIDELITY COVINGTON TRUST 6,985.0 $1.5M 0.00% +2K +38.0% $208.05 +37.7%
832 QDEF FLEXSHARES TR 18,167.0 $1.5M 0.00% -228.0 -1.2% $79.82 +8.6%
833 APA APA CORPORATION Energy 33,856.0 $1.4M 0.00% +7K +24.7% $42.44 -22.2%
834 XLB SELECT SECTOR SPDR TR 28,446.0 $1.4M 0.00% +2K +8.4% $49.97 +3.7%
835 COOPER COS INC 19,865.0 $1.4M 0.00% +275.0 +1.4% $71.50
836 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 58,203.0 $1.4M 0.00% -3K -5.2% $24.39 -13.9%
837 TEAM ATLASSIAN CORPORATION Technology 20,730.0 $1.4M 0.00% -18K -46.6% $68.25 +21.2%
838 FLOT ISHARES TR 27,741.0 $1.4M 0.00% -303.0 -1.1% $50.95 +0.1%
839 XLP SELECT SECTOR SPDR TR 17,204.0 $1.4M 0.00% -2K -12.6% $81.98 +1.6%
840 VTR VENTAS INC Real Estate 17,072.0 $1.4M 0.00% -335.0 -1.9% $81.78 -0.2%
Page 42 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%