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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 71 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 ISHARES TR 6,345.0 $314K 0.00% -509.0 -7.4% $49.55
1402 CELH CELSIUS HLDGS INC Consumer Defensive 10,726.0 $314K 0.00% -99K -90.2% $29.28 +20.7%
1403 SPXL DIREXION SHARES ETF TRUST 1,159.0 $314K 0.00% NEW $270.60 +5.9%
1404 HST HOST HOTELS & RESORTS INC Real Estate 13,197.0 $313K 0.00% NEW $23.71 -3.0%
1405 INGR INGREDION INC Consumer Defensive 3,280.0 $311K 0.00% NEW $94.71 +10.9%
1406 MTN VAIL RESORTS INC Consumer Cyclical 2,271.0 $309K 0.00% NEW $136.17 +8.6%
1407 FIVE FIVE BELOW INC Consumer Cyclical 1,720.0 $309K 0.00% -16K -90.1% $179.79 +44.3%
1408 ICVT ISHARES TR 2,535.0 $309K 0.00% -227.0 -8.2% $121.73 -4.8%
1409 BKH BLACK HILLS CORP Utilities 4,133.0 $307K 0.00% NEW $74.40 -1.9%
1410 GFI GOLD FIELDS LTD Basic Materials 9,110.0 $306K 0.00% +89.0 +1.0% $33.59 +45.5%
1411 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,658.0 $306K 0.00% +235.0 +9.7% $114.98 +2.9%
1412 TTD THE TRADE DESK INC Technology 16,848.0 $305K 0.00% -3K -15.8% $18.08 -26.7%
1413 FDL FIRST TR EXCHANGE-TRADED FD 6,244.0 $304K 0.00% $48.66 +9.6%
1414 KWEB KRANESHARES TRUST 12,409.0 $304K 0.00% -2K -15.0% $24.47 +7.9%
1415 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 28,623.0 $303K 0.00% NEW $10.57 +8.0%
1416 SMURFIT WESTROCK PLC 6,519.0 $302K 0.00% +455.0 +7.5% $46.26
1417 SCHC SCHWAB STRATEGIC TR 6,258.0 $301K 0.00% $48.12 +7.6%
1418 TM TOYOTA MOTOR CORP Consumer Cyclical 1,788.0 $301K 0.00% +336.0 +23.1% $168.40 +14.6%
1419 HXL HEXCEL CORP NEW Industrials 3,008.0 $301K 0.00% -2K -44.5% $100.05 -6.4%
1420 BWA BORGWARNER INC Consumer Cyclical 4,521.0 $300K 0.00% NEW $66.41 -2.0%
Page 71 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%