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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 73 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 DOX AMDOCS LTD Technology 3,415.0 $223K 0.00% +29.0 +0.9% $65.27 -21.1%
1442 JOBY JOBY AVIATION INC Industrials 26,851.0 $222K 0.00% -626.0 -2.3% $8.26 +21.1%
1443 SNSR GLOBAL X FDS 5,930.0 $221K 0.00% $37.27 +37.6%
1444 NOVANTA INC 4,116.0 $221K 0.00% $53.64
1445 DNOW DNOW INC Energy 18,518.0 $221K 0.00% $11.91 +13.4%
1446 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,232.0 $221K 0.00% -158.0 -11.4% $178.99 -21.1%
1447 SAM BOSTON BEER INC Consumer Defensive 956.0 $220K 0.00% NEW $230.40 -23.6%
1448 KBH KB HOME Consumer Cyclical 4,238.0 $219K 0.00% +103.0 +2.5% $51.75 +4.7%
1449 RIOT RIOT PLATFORMS INC Financial Services 17,737.0 $219K 0.00% $12.36 +127.3%
1450 NVR NVR INC Consumer Cyclical 33.0 $217K 0.00% NEW $6589.82 -1.5%
1451 VTRS VIATRIS INC Healthcare 16,077.0 $217K 0.00% +512.0 +3.3% $13.51 +13.8%
1452 XSMO INVESCO EXCHANGE TRADED FD T 2,852.0 $217K 0.00% +301.0 +11.8% $76.02 +18.4%
1453 UMAC UNUSUAL MACHS INC Financial Services 17,450.0 $216K 0.00% +3K +18.7% $12.40 +101.5%
1454 ABCB AMERIS BANCORP Financial Services 2,770.0 $216K 0.00% -94.0 -3.3% $77.99 +12.3%
1455 IGF ISHARES TR 3,217.0 $216K 0.00% -154.0 -4.6% $66.99 -0.9%
1456 INV INNVENTURE INC Financial Services 55,046.0 $215K 0.00% NEW $3.91 +69.6%
1457 CODI COMPASS DIVERSIFIED Industrials 27,318.0 $215K 0.00% +847.0 +3.2% $7.86 +28.6%
1458 INDB INDEPENDENT BK CORP MASS Financial Services 2,841.0 $214K 0.00% +48.0 +1.7% $75.20 +7.8%
1459 INDA ISHARES TR 4,557.0 $213K 0.00% -553.0 -10.8% $46.84 +5.8%
1460 MLPX GLOBAL X FDS 2,880.0 $213K 0.00% -2K -35.5% $73.94 -2.3%
Page 73 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%