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Portfolio (Quarterly) Guide ↗

BLAIR WILLIAM & CO/IL

· CIK 0000902367
13F Portfolio $37.3B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1867 New
Page 70 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 CQP CHENIERE ENERGY PARTNERS LP Energy 4,600.0 $246K 0.00% NEW $53.48 +15.5%
1382 DNOW DNOW INC Energy 18,534.0 $246K 0.00% NEW $13.25 -3.8%
1383 SGDM SPROTT ETF TRUST 3,520.0 $245K 0.00% NEW $69.64 -6.1%
1384 AA ALCOA CORP Basic Materials 4,606.0 $245K 0.00% NEW $53.14 -9.0%
1385 TERN TERNS PHARMACEUTICALS INC Healthcare 6,050.0 $244K 0.00% NEW $40.40 +31.1%
1386 LNN LINDSAY CORP Industrials 2,072.0 $244K 0.00% NEW $117.85 +3.4%
1387 MGEE MGE ENERGY INC Utilities 3,100.0 $243K 0.00% NEW $78.42 +6.1%
1388 SXI STANDEX INTL CORP Industrials 1,118.0 $243K 0.00% NEW $217.20 +53.1%
1389 COMERICA INC 2,790.0 $243K 0.00% NEW $86.92
1390 AIVL WISDOMTREE TR 2,103.0 $242K 0.00% NEW $114.98 +14.0%
1391 ACA ARCOSA INC Industrials 2,271.0 $241K 0.00% NEW $106.32 +35.9%
1392 AWR AMER STATES WTR CO Utilities 3,322.0 $241K 0.00% NEW $72.48 +16.7%
1393 SPTM SPDR SERIES TRUST 2,910.0 $240K 0.00% NEW $82.49 +9.2%
1394 SM SM ENERGY CO Energy 12,829.0 $240K 0.00% NEW $18.70 +41.1%
1395 HEEM ISHARES INC 6,880.0 $239K 0.00% NEW $34.76 +21.9%
1396 OII OCEANEERING INTL INC Energy 9,930.0 $239K 0.00% NEW $24.03 +59.5%
1397 OGS ONE GAS INC Utilities 3,086.0 $238K 0.00% NEW $77.24 -0.3%
1398 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,628.0 $238K 0.00% NEW $90.62 +25.1%
1399 LAD LITHIA MTRS INC Consumer Cyclical 716.0 $238K 0.00% NEW $332.24 -9.5%
1400 SKYY FIRST TR EXCHANGE TRADED FD 1,824.0 $237K 0.00% NEW $130.07 +3.6%
Page 70 of 94  ·  1,867 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 29.9%
Financial Services 17.5%
Industrials 12.7%
Healthcare 12.7%
Consumer Cyclical 8.5%
Communication Services 8.3%
Consumer Defensive 3.9%
Utilities 1.7%
Real Estate 1.6%
Energy 1.6%