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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 65 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 MTX MINERALS TECHNOLOGIES INC Basic Materials 5,884.0 $435K 0.00% +348.0 +6.3% $73.97 -2.9%
1282 EES WISDOMTREE TR 6,419.0 $435K 0.00% $67.79 +0.8%
1283 UBS UBS GROUP AG Financial Services 8,667.0 $430K 0.00% +70.0 +0.8% $49.56 +9.4%
1284 COFS CHOICEONE FINANCIA Financial Services 12,589.0 $428K 0.00% +228.0 +1.8% $34.00 -2.2%
1285 TWI TITAN INTL INC ILL Industrials 55,060.0 $425K 0.00% $7.71 -6.7%
1286 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 7,967.0 $421K 0.00% NEW $52.85 +0.1%
1287 BAX BAXTER INTL INC Healthcare 19,747.0 $421K 0.00% -971.0 -4.7% $21.32 +23.3%
1288 JKHY HENRY JACK & ASSOC INC Technology 3,052.0 $420K 0.00% $137.76 +26.0%
1289 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 23,933.0 $415K 0.00% -2K -7.0% $17.35 -3.5%
1290 DOCS DOXIMITY INC Healthcare 19,944.0 $414K 0.00% -109K -84.5% $20.74 +19.3%
1291 XENE XENON PHARMACEUTICALS INC Healthcare 6,730.0 $406K 0.00% NEW $60.36 +0.1%
1292 RWL INVESCO EXCH TRADED FD TR II 3,167.0 $405K 0.00% +170.0 +5.7% $127.78 +5.2%
1293 QLD PROSHARES TR 4,170.0 $403K 0.00% +898.0 +27.4% $96.76 -8.2%
1294 EMBJ EMBRAER S.A. Industrials 6,297.0 $403K 0.00% NEW $64.04 +16.5%
1295 AA ALCOA CORP Basic Materials 7,734.0 $403K 0.00% +2K +35.0% $52.14 -1.7%
1296 AWR AMER STATES WTR CO Utilities 4,871.0 $402K 0.00% +1K +42.6% $82.63 +9.2%
1297 IYC ISHARES TR 3,979.0 $402K 0.00% $101.10 +2.1%
1298 NVR NVR INC Consumer Cyclical 59.0 $402K 0.00% +26.0 +78.8% $6813.41 -5.6%
1299 MRTN MARTEN TRANS LTD Industrials 23,158.0 $402K 0.00% +358.0 +1.6% $17.35 -16.5%
1300 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 5,018.0 $402K 0.00% $80.04 -8.1%
Page 65 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%