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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 71 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 MXL MAXLINEAR INC Technology 14,115.0 $245K 0.00% -3K -19.0% $17.39 +410.4%
1402 AII AMERICAN INTEGRITY INS GROUP Financial Services 12,727.0 $245K 0.00% -12K -47.8% $19.28 -13.1%
1403 MIDD MIDDLEBY CORP Industrials 1,845.0 $245K 0.00% -184.0 -9.1% $132.57 +29.9%
1404 SUN SUNOCO LP/SUNOCO FIN CORP Energy 3,764.0 $245K 0.00% NEW $64.98 -2.3%
1405 SHE SPDR SERIES TRUST 1,908.0 $244K 0.00% +12.0 +0.6% $127.83 +21.3%
1406 ACA ARCOSA INC Industrials 2,294.0 $243K 0.00% +23.0 +1.0% $106.14 +28.0%
1407 AIVL WISDOMTREE TR 2,103.0 $243K 0.00% $115.71 +11.5%
1408 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 51,923.0 $243K 0.00% $4.68 -4.5%
1409 FNDA SCHWAB STRATEGIC TR 7,469.0 $242K 0.00% $32.43 +14.0%
1410 SMURFIT WESTROCK PLC 6,064.0 $242K 0.00% NEW $39.85
1411 CBT CABOT CORP Basic Materials 3,186.0 $240K 0.00% +148.0 +4.9% $75.30 +21.9%
1412 EPR EPR PPTYS Real Estate 4,799.0 $240K 0.00% +75.0 +1.6% $49.96 +15.1%
1413 TSN TYSON FOODS INC Consumer Defensive 3,736.0 $239K 0.00% -595.0 -13.7% $64.07 -13.4%
1414 IXJ ISHARES TR 2,553.0 $239K 0.00% -100.0 -3.8% $93.56 -0.6%
1415 SIL GLOBAL X FDS 2,650.0 $239K 0.00% +1K +67.7% $90.08 -7.0%
1416 FXI ISHARES TR 6,640.0 $238K 0.00% +1K +24.2% $35.90 -7.2%
1417 KIE SPDR SERIES TRUST 4,329.0 $238K 0.00% $55.00 +5.9%
1418 INVH INVITATION HOMES INC Real Estate 9,448.0 $235K 0.00% -133.0 -1.4% $24.85 +14.3%
1419 SLAB SILICON LABORATORIES INC Technology 1,124.0 $234K 0.00% NEW $208.15 +5.6%
1420 EWT ISHARES INC 3,295.0 $234K 0.00% $70.92 +55.1%
Page 71 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%