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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 75 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 PNR PENTAIR PLC Industrials 2,321.0 $202K 0.00% -577.0 -19.9% $87.11 -14.7%
1482 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 10,550.0 $202K 0.00% +168.0 +1.6% $19.15 -5.5%
1483 RSPH INVESCO EXCHANGE TRADED FD T 6,664.0 $201K 0.00% $30.19 +4.4%
1484 PIPR PIPER SANDLER COMPANIES Financial Services 2,628.0 $201K 0.00% NEW $76.55 +6.9%
1485 XVV ISHARES TR 4,073.0 $200K 0.00% $49.22 +15.8%
1486 CHYM CHIME FINL INC Financial Services 10,689.0 $200K 0.00% +2K +21.3% $18.73 -6.0%
1487 BBAI BIGBEAR AI HLDGS INC Technology 56,834.0 $200K 0.00% -2K -3.6% $3.52 +11.4%
1488 EVEREST GROUP LTD 612.0 $200K 0.00% -161.0 -20.8% $326.88
1489 SPAB SPDR SERIES TRUST 7,808.0 $200K 0.00% -2K -23.1% $25.62 -0.5%
1490 QLD PROSHARES TR 3,272.0 $200K 0.00% $61.00 +60.5%
1491 QUS SPDR SERIES TRUST 1,157.0 $199K 0.00% $171.64 +7.1%
1492 SPTM SPDR SERIES TRUST 2,510.0 $198K 0.00% -400.0 -13.8% $79.05 +15.0%
1493 PNW PINNACLE WEST CAP CORP Utilities 1,968.0 $198K 0.00% NEW $100.76 +1.5%
1494 FTC FIRST TR EXCHANGE-TRADED ALP 1,275.0 $197K 0.00% $154.14 +24.7%
1495 EUSA ISHARES INC 1,925.0 $196K 0.00% $101.77 +10.4%
1496 COPX GLOBAL X FDS 2,559.0 $195K 0.00% NEW $76.35 +12.0%
1497 SCHK SCHWAB STRATEGIC TR 6,124.0 $192K 0.00% $31.33 +15.3%
1498 CNYA ISHARES TR 5,573.0 $190K 0.00% $34.18 +10.5%
1499 MTH MERITAGE HOMES CORP Consumer Cyclical 3,070.0 $190K 0.00% -28.0 -0.9% $61.84 +22.5%
1500 IYG ISHARES TR 2,282.0 $189K 0.00% $82.84 +9.4%
Page 75 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%