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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 67 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 STTK SHATTUCK LABS INC Healthcare 54,471.0 $378K 0.00% NEW $6.94 +16.1%
1322 EPAC ENERPAC TOOL GROUP CORP Industrials 10,540.0 $378K 0.00% +343.0 +3.4% $35.86 +4.0%
1323 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 6,873.0 $377K 0.00% +41.0 +0.6% $54.90 -16.8%
1324 SF STIFEL FINL CORP Financial Services 5,393.0 $376K 0.00% -4K -39.5% $69.77 +14.1%
1325 STAG STAG INDUSTRIAL INC Real Estate 9,884.0 $376K 0.00% +588.0 +6.3% $38.06 -2.5%
1326 LEG LEGGETT & PLATT INC Consumer Cyclical 32,110.0 $376K 0.00% -327.0 -1.0% $11.71 -20.4%
1327 EZU ISHARES INC 5,396.0 $375K 0.00% -527.0 -8.9% $69.51 +3.0%
1328 MDYV SPDR SERIES TRUST 3,949.0 $375K 0.00% $94.85 +0.1%
1329 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 17,706.0 $374K 0.00% +3K +22.8% $21.11 -18.2%
1330 SR SPIRE INC Utilities 4,782.0 $373K 0.00% +118.0 +2.5% $78.09 +6.6%
1331 IYZ ISHARES TR 8,778.0 $371K 0.00% $42.31 +2.0%
1332 VNT VONTIER CORPORATION Technology 12,768.0 $370K 0.00% $29.00 +15.1%
1333 OII OCEANEERING INTL INC Energy 9,118.0 $369K 0.00% -792.0 -8.0% $40.52 +23.2%
1334 VITL VITAL FARMS INC Consumer Defensive 31,735.0 $369K 0.00% -59K -65.1% $11.63 -4.5%
1335 FAF FIRST AMERN FINL CORP Financial Services 5,362.0 $368K 0.00% +107.0 +2.0% $68.58 +6.8%
1336 JMUB J P MORGAN EXCHANGE TRADED F 7,259.0 $368K 0.00% +1K +16.1% $50.65 -1.8%
1337 BALL BALL CORP Consumer Cyclical 5,872.0 $366K 0.00% +1K +23.3% $62.40 +2.7%
1338 NDSN NORDSON CORP Industrials 1,211.0 $365K 0.00% NEW $301.77 +10.5%
1339 RGEN REPLIGEN CORP Healthcare 2,675.0 $365K 0.00% NEW $136.44 +33.2%
1340 FUTY FIDELITY COVINGTON TRUST 6,235.0 $364K 0.00% +525.0 +9.2% $58.42 -4.3%
Page 67 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%