Blair William & CO
Annual return '25
+28.7%
SPY '25
+17.7%
Alpha
+11.0ptsvs SPY
Invested
$37.3B
Holdings
1,864
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: New position (6.6k shares)
4.6%
02
$AAPL
APPLE INC
Q1 2026: New position (10.7k shares)
4.3%
03
$AMZN
AMAZON COM INC
Q1 2026: New position (8.4k shares)
3.8%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (19.9k shares)
2.8%
05
$GOOG
ALPHABET INC
Q3 2025: Sold 1.1% (3.18M → 3.15M shares)
2.6%
06
$GOOGL
ALPHABET INC
Q1 2026: New position (9.0k shares)
2.1%
07
$JPM
JPMORGAN CHASE & CO.
Q1 2026: New position (2.7k shares)
2.0%
08
$IDXX
IDEXX LABS INC
Q3 2025: Sold 4.5% (1.08M → 1.03M shares)
1.8%
09
$V
VISA INC
Q1 2026: New position (1.3k shares)
1.8%
10
$SPY
SPDR S&P 500 ETF TR
Q2 2025: Increased +0.6% (854.4k → 859.7k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:29 UTC.