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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 64 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 APPN APPIAN CORP Technology 14,949.0 $360K 0.00% +151.0 +1.0% $24.11 -13.1%
1262 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,967.0 $360K 0.00% -14K -73.1% $72.46 +26.1%
1263 FHN FIRST HORIZON CORPORATION Financial Services 15,807.0 $360K 0.00% +967.0 +6.5% $22.76 +9.0%
1264 ABM ABM INDS INC Industrials 9,315.0 $359K 0.00% +1K +12.7% $38.52 +14.6%
1265 DLTH DULUTH HLDGS INC Consumer Cyclical 113,510.0 $359K 0.00% $3.16 +34.2%
1266 BBCP CONCRETE PUMPING HLDGS INC Industrials 50,073.0 $358K 0.00% $7.14 +52.8%
1267 ODC OIL DRI CORP AMER Basic Materials 5,486.0 $357K 0.00% $65.09 +46.1%
1268 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 4,885.0 $354K 0.00% +104.0 +2.2% $72.54 +5.8%
1269 VNQI VANGUARD INTL EQUITY INDEX F 7,942.0 $353K 0.00% -246.0 -3.0% $44.45 +0.9%
1270 IWX ISHARES TR 3,808.0 $353K 0.00% +265.0 +7.5% $92.67 +13.9%
1271 FSLY FASTLY INC Technology 12,119.0 $352K 0.00% NEW $29.06 -38.4%
1272 OII OCEANEERING INTL INC Energy 9,910.0 $352K 0.00% $35.47 +1.7%
1273 CINF CINCINNATI FINL CORP Financial Services 2,220.0 $349K 0.00% +209.0 +10.4% $157.35 +8.2%
1274 MORN MORNINGSTAR INC Financial Services 2,063.0 $349K 0.00% -321.0 -13.5% $169.08 -9.1%
1275 FXF INVESCO CURRENCYSHARES SWISS Financial Services 3,159.0 $349K 0.00% NEW $110.41 -0.8%
1276 WLDN WILLDAN GROUP INC Industrials 4,550.0 $348K 0.00% +1K +40.0% $76.56 +16.2%
1277 TOTL SSGA ACTIVE ETF TR 8,763.0 $348K 0.00% NEW $39.73 -0.9%
1278 BAX BAXTER INTL INC Healthcare 20,718.0 $348K 0.00% +2K +8.9% $16.80 +18.4%
1279 COFS CHOICEONE FINANCIA Financial Services 12,361.0 $348K 0.00% -5K -28.4% $28.12 +13.3%
1280 ARW ARROW ELECTRS INC Technology 2,415.0 $346K 0.00% -411.0 -14.5% $143.43 +62.2%
Page 64 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%