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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 66 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 SPH SUBURBAN PROPANE PARTNERS L Utilities 16,574.0 $326K 0.00% NEW $19.69 -15.9%
1302 INCY INCYTE CORP Healthcare 3,465.0 $326K 0.00% NEW $94.12 +4.4%
1303 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 16,483.0 $326K 0.00% -1K -6.7% $19.78 -18.4%
1304 NATWEST GROUP PLC 21,848.0 $326K 0.00% +5K +31.7% $14.90
1305 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 4,006.0 $324K 0.00% NEW $80.94 -1.5%
1306 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 5,022.0 $324K 0.00% -83.0 -1.6% $64.45 +15.8%
1307 PCG PG&E CORP Utilities 18,281.0 $321K 0.00% +5K +41.0% $17.57 -6.2%
1308 BFLY BUTTERFLY NETWORK INC Healthcare 79,500.0 $321K 0.00% -50K -38.6% $4.04 +120.3%
1309 GAP GAP INC Consumer Cyclical 13,269.0 $321K 0.00% +442.0 +3.5% $24.20 -12.6%
1310 LEG LEGGETT & PLATT INC Consumer Cyclical 32,437.0 $320K 0.00% +369.0 +1.1% $9.88 +11.2%
1311 R RYDER SYS INC Industrials 1,563.0 $320K 0.00% +59.0 +3.9% $204.71 +28.7%
1312 WCC WESCO INTL INC Industrials 1,165.0 $319K 0.00% +45.0 +4.0% $273.72 +33.5%
1313 H HYATT HOTELS CORP Consumer Cyclical 2,216.0 $319K 0.00% +947.0 +74.6% $143.79 +40.5%
1314 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,998.0 $318K 0.00% +238.0 +8.6% $106.21 +13.4%
1315 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 7,662.0 $318K 0.00% $41.52 +4.6%
1316 FDL FIRST TR EXCHANGE-TRADED FD 6,241.0 $317K 0.00% $50.80 -3.4%
1317 ISHARES TR 6,854.0 $317K 0.00% -2K -18.4% $46.23
1318 FAF FIRST AMERN FINL CORP Financial Services 5,255.0 $317K 0.00% -39.0 -0.7% $60.29 +13.8%
1319 AROC ARCHROCK INC Energy 9,096.0 $317K 0.00% NEW $34.80 +6.2%
1320 DAR DARLING INGREDIENTS INC Consumer Defensive 5,115.0 $316K 0.00% NEW $61.85 -13.2%
Page 66 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%