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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 81 of 97  ·  1,922 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 13,500.0 $93K -200.0 -1.5% $6.90 +2.0%
1602 STKL SUNOPTA INC Consumer Defensive 14,337.0 $93K -1.4M -99.0% $6.48 +0.3%
1603 AREC AMERICAN RES CORP Energy 38,275.0 $93K +1K +2.7% $2.42 -11.2%
1604 SPT SPROUT SOCIAL INC Technology 16,196.0 $92K -29K -64.1% $5.70 +14.9%
1605 RXRX RECURSION PHARMACEUTICALS IN Healthcare 30,061.0 $92K -44K -59.4% $3.07 +5.2%
1606 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 10,872.0 $92K +83.0 +0.8% $8.45 +45.3%
1607 PIO INVESCO EXCH TRADED FD TR II 2,113.0 $92K $43.42 +3.7%
1608 DPRO DRAGANFLY INC. Industrials 18,500.0 $91K NEW $4.91 +17.9%
1609 BELFA BEL FUSE INC Technology 500.0 $90K $180.20 +47.5%
1610 IEO ISHARES TR 712.0 $89K $124.93 -14.0%
1611 RWR SPDR SERIES TRUST 873.0 $88K $100.95 +9.5%
1612 QCLN FIRST TR EXCHANGE-TRADED FD 1,881.0 $87K -50.0 -2.6% $46.47 +38.2%
1613 PCY INVESCO EXCH TRADED FD TR II 4,177.0 $87K -2K -26.4% $20.90 +4.6%
1614 ALT ALTIMMUNE INC Healthcare 28,223.0 $87K -28K -50.0% $3.08 -12.3%
1615 SPRY ARS PHARMACEUTICALS INC Healthcare 10,825.0 $87K -775.0 -6.7% $8.03 +20.2%
1616 FTA FIRST TR EXCHANGE-TRADED ALP 928.0 $86K $92.35 +2.9%
1617 GSY INVESCO ACTIVELY MANAGED EXC 1,710.0 $86K $50.11 +0.3%
1618 USHY ISHARES TR 2,314.0 $85K +19.0 +0.8% $36.83 +0.5%
1619 FPX FIRST TR EXCHANGE-TRADED FD 533.0 $85K $158.81 +26.2%
1620 IAT ISHARES TR 1,567.0 $84K -5K -74.4% $53.84 +10.4%
Page 81 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%