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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 45 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SCHV SCHWAB STRATEGIC TR 38,342.0 $1.3M 0.00% $34.81 -0.1%
882 BJUL INNOVATOR ETFS TRUST 24,518.0 $1.3M 0.00% -2K -5.9% $54.31 +2.4%
883 EL LAUDER ESTEE COS INC Consumer Defensive 16,825.0 $1.3M 0.00% -10K -36.2% $78.95 +34.6%
884 DRS LEONARDO DRS INC Industrials 31,123.0 $1.3M 0.00% +2K +5.1% $42.67 -8.8%
885 OCFC OCEANFIRST FINL CORP Financial Services 67,737.0 $1.3M 0.00% NEW $19.53 -3.3%
886 SSNC SS&C TECH HLDGS Technology 21,304.0 $1.3M 0.00% +3K +14.9% $62.05 +34.5%
887 DTD WISDOMTREE TR 14,110.0 $1.3M 0.00% $93.25 +4.1%
888 BMO BANK MONTREAL MEDIUM Financial Services 7,414.0 $1.3M 0.00% -2K -23.5% $176.71 -2.6%
889 FLR FLUOR CORP Industrials 24,976.0 $1.3M 0.00% +7K +35.4% $52.39 +3.3%
890 EXPD EXPEDITORS INTL WASH INC Industrials 7,978.0 $1.3M 0.00% +93.0 +1.2% $162.99 +17.0%
891 PKG PACKAGING CORP AMER Consumer Cyclical 5,436.0 $1.3M 0.00% +815.0 +17.6% $238.30 +2.2%
892 GDXJ VANECK ETF TRUST 13,182.0 $1.3M 0.00% $98.25 +37.2%
893 NVT NVENT ELEC PLC Industrials 7,577.0 $1.3M 0.00% +3K +50.4% $169.62 -8.3%
894 ICFI ICF INTL INC Industrials 17,639.0 $1.3M 0.00% -6K -25.8% $72.86 +23.2%
895 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 17,161.0 $1.3M 0.00% +961.0 +5.9% $74.81 -1.6%
896 SAN BANCO SANTANDER SA Financial Services 92,526.0 $1.3M 0.00% +4K +4.5% $13.80 +5.4%
897 ZETA ZETA GLOBAL HOLDINGS CORP Technology 64,387.0 $1.3M 0.00% +9K +16.3% $19.68 +53.6%
898 GRMN GARMIN LTD Technology 5,321.0 $1.3M 0.00% +334.0 +6.7% $237.52 +22.1%
899 MANU MANCHESTER UTD PLC NEW Communication Services 54,958.0 $1.3M 0.00% -2K -4.3% $22.93 -1.8%
900 LNT ALLIANT ENERGY CORP Utilities 16,437.0 $1.3M 0.00% -1K -5.8% $76.29 -10.6%
Page 45 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%