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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 77 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 MSM MSC INDL DIRECT INC Industrials 1,930.0 $230K 0.00% NEW $118.95 +0.3%
1522 CSL CARLISLE COS INC Industrials 632.0 $229K 0.00% +23.0 +3.8% $362.63 -0.0%
1523 SPTM SPDR SERIES TRUST 2,516.0 $228K 0.00% $90.79 +2.1%
1524 WLDN WILLDAN GROUP INC Industrials 2,883.0 $228K 0.00% -2K -36.6% $79.10 +5.6%
1525 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,626.0 $228K 0.00% NEW $139.93 +3.2%
1526 RSPT INVESCO EXCHANGE TRADED FD T 3,526.0 $227K 0.00% -31K -89.9% $64.50 -2.3%
1527 DLTH DULUTH HLDGS INC Consumer Cyclical 50,750.0 $227K 0.00% -63K -55.3% $4.48 -16.3%
1528 LUMN LUMEN TECHNOLOGIES INC Communication Services 29,596.0 $227K 0.00% +350.0 +1.2% $7.68 -26.2%
1529 COPX GLOBAL X FDS 2,938.0 $226K 0.00% +379.0 +14.8% $76.97 +22.8%
1530 KB KB FINL GROUP INC Financial Services 2,149.0 $226K 0.00% NEW $104.96 +13.1%
1531 HRL HORMEL FOODS CORP Consumer Defensive 9,080.0 $225K 0.00% NEW $24.82 -3.0%
1532 KWR QUAKER HOUGHTON Basic Materials 1,415.0 $225K 0.00% NEW $158.92 +2.0%
1533 AMZA ETFIS SER TR I 4,857.0 $224K 0.00% +2K +47.2% $46.19 +8.1%
1534 PB PROSPERITY BANCSHARES INC Financial Services 3,054.0 $223K 0.00% NEW $73.03 -0.4%
1535 PFXF VANECK ETF TRUST 12,494.0 $223K 0.00% -149K -92.3% $17.84 +0.3%
1536 FSLY FASTLY INC Technology 12,129.0 $223K 0.00% $18.36 +24.9%
1537 SGDM SPROTT ETF TRUST 3,520.0 $221K 0.00% $62.88 +37.1%
1538 RSPH INVESCO EXCHANGE TRADED FD T 6,664.0 $221K 0.00% $33.19 +13.6%
1539 PBF PBF ENERGY INC Energy 4,852.0 $221K 0.00% NEW $45.52 +52.7%
1540 SCHK SCHWAB STRATEGIC TR 6,124.0 $221K 0.00% $36.06 +2.2%
Page 77 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%