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Portfolio (Quarterly) Guide ↗

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

· CIK 0001644956
13F Portfolio $33.3B AUM 403 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 100 Added 228 Reduced 57 Exited
Page 20 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WEX WEX INC Technology 2,943.0 $415K 0.00% $141.09 +41.7%
382 BC BRUNSWICK CORP Consumer Cyclical 4,888.0 $412K 0.00% $84.24 -4.0%
383 COLB COLUMBIA BKG SYS INC Financial Services 12,529.0 $402K 0.00% $32.05 -3.9%
384 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,300.0 $374K 0.00% NEW $45.11 +18.5%
385 SOUTHSTATE BK CORP 3,742.0 $374K 0.00% $99.90
386 LH LABCORP HOLDINGS INC Healthcare 1,317.0 $369K 0.00% $280.00 +20.1%
387 RGLD ROYAL GOLD INC Basic Materials 1,803.0 $360K 0.00% +9.0 +0.5% $199.61 +29.8%
388 CACI CACI INTL INC Technology 752.0 $348K 0.00% +4.0 +0.5% $463.26 +39.7%
389 CPT CAMDEN PPTY TR Real Estate 2,659.0 $304K 0.00% $114.49 -6.0%
390 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 7,634.0 $297K 0.00% $38.96 +10.2%
391 EXPAND ENERGY CORPORATION 3,168.0 $289K 0.00% $91.19
392 TECH BIO-TECHNE CORP Healthcare 4,060.0 $287K 0.00% -2.5M -99.8% $70.65 +2.4%
393 STAG STAG INDUSTRIAL INC Real Estate 7,176.0 $273K 0.00% $38.06 -3.7%
394 TOL TOLL BROTHERS INC Consumer Cyclical 1,635.0 $269K 0.00% +18.0 +1.1% $164.75 -10.7%
395 ENTERGY CORP NEW 2,342.0 $269K 0.00% +26.0 +1.1% $114.86
396 PR PERMIAN RESOURCES CORP Energy 14,401.0 $265K 0.00% $18.41 +29.0%
397 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,683.0 $236K 0.00% $139.94 +2.7%
398 STT STATE STR CORP Financial Services 1,379.0 $234K 0.00% -447.0 -24.5% $169.60 +10.3%
399 INGR INGREDION INC Consumer Defensive 2,453.0 $232K 0.00% $94.71 +12.8%
400 PSX PHILLIPS 66 Energy 1,285.0 $217K 0.00% +15.0 +1.2% $169.05 +43.7%
Page 20 of 21  ·  403 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 38.4%
Healthcare 14.2%
Industrials 13.5%
Financial Services 8.6%
Consumer Cyclical 7.7%
Communication Services 5.8%
Consumer Defensive 4.0%
Basic Materials 3.6%
Energy 2.4%
Utilities 1.0%