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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 55 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 APOS APOLLO GLOBAL MGMT INC 6,320.0 $748K 0.00% -1K -16.8% $118.31
1082 MAA MID-AMER APT CMNTYS INC Real Estate 5,377.0 $747K 0.00% NEW $138.94 -5.4%
1083 FTAI AVIATION LTD 2,761.0 $747K 0.00% +35.0 +1.3% $270.56
1084 DKNG DRAFTKINGS INC NEW Consumer Cyclical 29,510.0 $745K 0.00% +12K +64.2% $25.26 -1.9%
1085 DEO DIAGEO PLC Consumer Defensive 9,255.0 $744K 0.00% -5K -33.9% $80.38 +16.5%
1086 HYD VANECK ETF TRUST 14,429.0 $743K 0.00% -898.0 -5.9% $51.51 -2.4%
1087 BHP BHP BILLITON LIMITED Basic Materials 8,915.0 $743K 0.00% +494.0 +5.9% $83.31 +15.6%
1088 R RYDER SYS INC Industrials 2,802.0 $739K 0.00% +1K +79.3% $263.77 -5.4%
1089 MLKN MILLERKNOLL INC Consumer Cyclical 36,075.0 $738K 0.00% NEW $20.46 +14.0%
1090 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 14,006.0 $731K 0.00% -79K -84.9% $52.17 +2.1%
1091 ILCG ISHARES TR 6,161.0 $721K 0.00% $117.01 -2.3%
1092 SUI SUN CMNTYS INC Real Estate 5,986.0 $718K 0.00% -98.0 -1.6% $119.91 +4.4%
1093 WMS ADVANCED DRAIN SYS INC DEL Industrials 4,564.0 $716K 0.00% +397.0 +9.5% $156.96 -9.9%
1094 WES WESTERN MIDSTREAM PARTNERS L Energy 16,335.0 $715K 0.00% +7K +68.7% $43.76 +10.9%
1095 SLF SUN LIFE FINANCIAL INC. Financial Services 9,096.0 $713K 0.00% +954.0 +11.7% $78.42 +0.8%
1096 QXO QXO INC Industrials 41,281.0 $713K 0.00% -12K -22.6% $17.28 -18.9%
1097 MUSA MURPHY USA INC Consumer Cyclical 1,316.0 $709K 0.00% +72.0 +5.8% $538.91 -1.3%
1098 ONEQ FIDELITY COMWLTH TR 6,860.0 $708K 0.00% +665.0 +10.7% $103.23 -0.3%
1099 VRSN VERISIGN INC Technology 2,813.0 $708K 0.00% +2K +174.2% $251.54 +16.5%
1100 PRFZ INVESCO EXCHANGE TRADED FD T 12,647.0 $705K 0.00% +6K +77.6% $55.77 -0.3%
Page 55 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%