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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 56 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 ALKT ALKAMI TECHNOLOGY INC Technology 38,921.0 $705K 0.00% -874.0 -2.2% $18.12 +12.3%
1102 MBWM MERCANTILE BK CORP Financial Services 12,276.0 $705K 0.00% +87.0 +0.7% $57.42 +4.3%
1103 MAX MEDIAALPHA INC Communication Services 56,046.0 $704K 0.00% $12.57 +0.8%
1104 HIMS HIMS & HERS HEALTH INC Healthcare 20,247.0 $702K 0.00% -1K -6.0% $34.67 -14.0%
1105 EWBC EAST WEST BANCORP INC Financial Services 5,432.0 $701K 0.00% +2K +84.1% $129.10 +1.0%
1106 EIX EDISON INTL Utilities 9,409.0 $700K 0.00% +5K +102.3% $74.45 +0.1%
1107 OWL BLUE OWL CAPITAL INC Financial Services 80,037.0 $700K 0.00% -7K -8.4% $8.75 +34.9%
1108 AN AUTONATION INC Consumer Cyclical 3,758.0 $698K 0.00% +449.0 +13.6% $185.79 +5.8%
1109 CTRE CARETRUST REIT INC Real Estate 17,277.0 $697K 0.00% +9K +107.0% $40.35 -1.0%
1110 ACGL ARCH CAP GROUP LTD Financial Services 7,160.0 $695K 0.00% +3K +84.9% $97.06 +3.8%
1111 MDYG SPDR SERIES TRUST 6,191.0 $694K 0.00% +190.0 +3.2% $112.09 -1.8%
1112 GALT GALECTIN THERAPEUTICS INC Healthcare 149,283.0 $693K 0.00% $4.64 -10.6%
1113 HOOD ROBINHOOD MKTS INC Financial Services 6,904.0 $692K 0.00% -168K -96.0% $100.28 +8.2%
1114 HSIC SCHEIN HENRY INC Healthcare 8,279.0 $691K 0.00% +581.0 +7.5% $83.52 +8.2%
1115 SWK STANLEY BLACK & DECKER INC Industrials 7,299.0 $687K 0.00% +3K +88.8% $94.12 +6.0%
1116 OXY OCCIDENTAL PETE CORP Energy 13,966.0 $678K 0.00% +4K +44.0% $48.57 +20.7%
1117 NNE NANO NUCLEAR ENERGY INC Industrials 31,975.0 $676K 0.00% $21.14 -12.5%
1118 PPL PPL CORP Utilities 18,542.0 $674K 0.00% -4K -17.2% $36.35 -3.7%
1119 ICLN ISHARES TR 32,741.0 $671K 0.00% +486.0 +1.5% $20.49 -13.7%
1120 SYF SYNCHRONY FINANCIAL Financial Services 8,795.0 $669K 0.00% +4K +90.5% $76.05 +4.9%
Page 56 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%