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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 58 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 KHC KRAFT HEINZ CO Consumer Defensive 26,742.0 $632K 0.00% -11K -29.4% $23.62 +5.0%
1142 CNQ CANADIAN NAT RES LTD MED TER Energy 15,842.0 $626K 0.00% NEW $39.50 +25.7%
1143 HBNC HORIZON BANCORP IND Financial Services 31,288.0 $625K 0.00% $19.98 -1.9%
1144 FXO FIRST TR EXCHANGE-TRADED FD 9,980.0 $623K 0.00% $62.46 +6.3%
1145 TPR TAPESTRY INC Consumer Cyclical 4,254.0 $623K 0.00% +195.0 +4.8% $146.38 -11.0%
1146 EWY ISHARES INC 3,081.0 $622K 0.00% +2K +180.6% $201.90 -11.3%
1147 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 15,899.0 $621K 0.00% -14K -45.9% $39.05 +2.6%
1148 BPOP POPULAR INC Financial Services 3,764.0 $618K 0.00% +71.0 +1.9% $164.18 +3.4%
1149 GSLC GOLDMAN SACHS ETF TR 4,355.0 $618K 0.00% +40.0 +0.9% $141.88 +3.2%
1150 SCCO SOUTHERN COPPER CORP Basic Materials 3,542.0 $617K 0.00% +597.0 +20.3% $174.26 +22.7%
1151 AIZ ASSURANT INC Financial Services 2,296.0 $617K 0.00% -54.0 -2.3% $268.57 +7.4%
1152 CNC CENTENE CORP DEL Healthcare 9,519.0 $611K 0.00% NEW $64.19 +2.0%
1153 CMTV COMMUNITY BANCORP INC VT Financial Services 15,602.0 $610K 0.00% $39.10 +3.2%
1154 GSBD GOLDMAN SACHS BDC INC Financial Services 64,280.0 $609K 0.00% NEW $9.48 +5.7%
1155 SONY SONY GROUP CORP Technology 30,266.0 $607K 0.00% +2K +5.7% $20.06 +20.2%
1156 BBCP CONCRETE PUMPING HLDGS INC Industrials 50,169.0 $605K 0.00% $12.05 -20.6%
1157 BEP BROOKFIELD RENEWABLE ENERGY Utilities 17,392.0 $604K 0.00% -573.0 -3.2% $34.73 -6.5%
1158 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 24,094.0 $604K 0.00% +14K +131.5% $25.06 +15.8%
1159 FTCS FIRST TR EXCHANGE-TRADED FD 6,428.0 $604K 0.00% -169.0 -2.6% $93.92 +8.4%
1160 U HAUL HOLDING COMPANY 10,452.0 $603K 0.00% +3K +41.4% $57.70
Page 58 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%