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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 74 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 VMD VIEMED HEALTHCARE INC Healthcare 23,023.0 $212K 0.00% $9.21 +15.5%
1462 INNOVATOR ETFS TRUST 7,968.0 $212K 0.00% -74K -90.2% $26.55
1463 KDP KEURIG DR PEPPER INC Consumer Defensive 8,024.0 $211K 0.00% NEW $26.33 +16.8%
1464 ETHO AMPLIFY ETF TR 3,194.0 $211K 0.00% +944.0 +42.0% $66.08 +17.6%
1465 VRIG INVESCO ACTIVELY MANAGED EXC 8,403.0 $210K 0.00% -468.0 -5.3% $25.04 +0.4%
1466 SPYD SPDR SERIES TRUST 4,619.0 $210K 0.00% +1K +33.3% $45.52 +4.4%
1467 LOPE GRAND CANYON ED INC Consumer Defensive 1,236.0 $210K 0.00% -716.0 -36.7% $170.03 -16.7%
1468 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 9,392.0 $210K 0.00% $22.36 -0.8%
1469 TDY TELEDYNE TECHNOLOGIES INC Technology 344.0 $208K 0.00% NEW $605.45 +2.3%
1470 ON ON SEMICONDUCTOR CORP Technology 3,358.0 $208K 0.00% NEW $61.92 +96.4%
1471 IDCC INTERDIGITAL INC Technology 684.0 $207K 0.00% +21.0 +3.2% $302.21 -2.0%
1472 UGA UNITED STS GASOLINE FD LP Financial Services 2,000.0 $207K 0.00% NEW $103.34 -1.0%
1473 WRAP WRAP TECHNOLOGIES INC Technology 133,333.0 $205K 0.00% NEW $1.54 -19.5%
1474 LBRDK LIBERTY BROADBAND CORP Communication Services 4,055.0 $204K 0.00% -28.0 -0.7% $50.30 -41.1%
1475 TDIV FIRST TR EXCHANGE TRADED FD 2,175.0 $204K 0.00% -241.0 -10.0% $93.66 +25.9%
1476 LUMN LUMEN TECHNOLOGIES INC Communication Services 29,246.0 $203K 0.00% -11K -26.5% $6.95 +18.0%
1477 NEAR ISHARES U S ETF TR 3,997.0 $203K 0.00% $50.83 -0.5%
1478 CSL CARLISLE COS INC Industrials 609.0 $203K 0.00% NEW $333.46 +8.2%
1479 UUP INVESCO DB US DLR INDEX TR Financial Services 7,295.0 $203K 0.00% NEW $27.78 +1.9%
1480 CNP CENTERPOINT ENERGY INC Utilities 4,686.0 $202K 0.00% NEW $43.16 -0.8%
Page 74 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%