ISMVX
William Blair Small-Mid Cap Value Fund
WILLIAM BLAIR FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIXED INC CLEARING CORP.REPO 0 113,638 113,638 3.08% $113.64K
ELEMENT SOLUTIONS INC 0 1,631 1,631 1.51% $55.68K
HELIOS TECHNOLOGIES INC 0 793 793 1.39% $51.32K
WYNDHAM HOTELS and RESORTS INC 0 618 618 1.36% $50.20K
CULLEN FROST BANKERS INC 0 346 346 1.29% $47.43K
MCGRATH RENTCORP 0 388 388 1.16% $42.79K
EAGLE MATERIALS INC 0 213 213 1.09% $40.35K
JEFFERIES FINANCIAL GROUP INC 0 951 951 1.06% $39.25K
TREX CO INC 0 952 952 0.94% $34.67K
SKYWEST INC 0 288 288 0.72% $26.45K
TASEKO MINES 0 2,737 2,737 0.48% $17.65K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIXED INC CLEARING CORP.REPO 124,019 0 -124,019 0.00% -$124.02K
COMMERCIAL METALS CO 838 0 -838 0.00% -$58.01K
WEBSTER FINL 744 0 -744 0.00% -$46.83K
GENPACT LTD 936 0 -936 0.00% -$43.79K
KORN FERRY 645 0 -645 0.00% -$42.58K
SILGAN HOLDINGS INC 1,045 0 -1,045 0.00% -$42.19K
HAEMONETICS CORP MASS 523 0 -523 0.00% -$41.92K
ARMSTRONG WORLD INDUSTRIES INC 208 0 -208 0.00% -$39.75K
AXALTA COATING SYSTEMS LTD 1,219 0 -1,219 0.00% -$39.39K
TRINET GROUP INC 638 0 -638 0.00% -$37.72K
ELME COMMUNITIES 1,820 0 -1,820 0.00% -$31.67K
AIR LEASE CORP CL A 443 0 -443 0.00% -$28.45K
LKQ CORP 825 0 -825 0.00% -$24.92K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MODINE MFG CO 326 390 64 2.29% $40.99K
EASTERN BANKSHARES INC 3,280 3,399 119 1.80% $6.03K
KIRBY CORP 469 485 16 1.75% $12.77K
FLEX LTD 949 982 33 1.74% $6.94K
ATMUS FILTRATION TECHNOLOGIES INC 1,090 1,130 40 1.74% $7.57K
SOUTHSTATE BANK CORP 633 656 23 1.64% $1.12K
FRANK'S INTERNATIONAL NV 3,358 3,480 122 1.64% $15.76K
ALLISON TRANSMISSION HLDGS INC 500 517 17 1.64% $11.57K
COLUMBIA BANKING SYSTEMS INC 2,119 2,196 77 1.63% $1.01K
GLOBUS MEDICAL INC 659 682 23 1.59% $1.22K
MATADOR RESOURCES COMPANY 623 919 296 1.57% $31.62K
AMERIS BANCORP 684 710 26 1.50% $4.57K
HUNT J B TRANSPORT SERVICES IN 252 261 9 1.50% $6.33K
DONALDSON CO INC 619 642 23 1.48% -$394
AVNET INC 853 883 30 1.47% $13.40K
DIODES INC 667 778 111 1.44% $20.20K
IDACORP INC 357 370 13 1.43% $7.72K
VISHAY INTERTECHNOLOGY INC 2,556 2,901 345 1.42% $15.18K
NISOURCE INC 1,070 1,109 39 1.40% $7.06K
TIMKEN CO 496 514 18 1.40% $9.96K
VALVOLINE INC 1,474 1,527 53 1.39% $8.59K
CARLYLE GROUP INC (THE) 997 1,034 37 1.36% -$8.90K
ALLEGION PLC 326 337 11 1.33% -$2.94K
LAUREATE EDUCATION INC CL A 1,335 1,382 47 1.30% $3.20K
EAST WEST BNCRP 432 448 16 1.30% -$724
EVEREST REINSURANCE GROUP LTD 139 145 6 1.28% $224
MATSON INC 277 287 10 1.28% $12.83K
WEX INC 292 302 10 1.25% $2.72K
CARGURUS INC CL A 947 1,346 399 1.24% $9.51K
PPL CORPORATION 1,151 1,192 41 1.23% $5.23K
STAG INDUSTRIAL INC CL A 1,213 1,258 45 1.23% $774
REGENCY CENTERS CORP REIT 572 593 21 1.22% $5.38K
ICU MEDICAL INC 332 344 12 1.20% -$2.94K
SELECTIVE INSURANCE GROUP INC 554 574 20 1.17% -$3.08K
TECNOGLASS INC 543 959 416 1.16% $15.40K
ESSENT GROUP LTD 692 717 25 1.14% -$3.09K
ALBANY INTL CORP 770 796 26 1.13% $2.52K
KITE REALTY GROUP TRUST 1,616 1,676 60 1.12% $2.41K
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 675 700 25 1.09% $5.02K
BELDEN INC 336 349 13 1.09% $915
UMB FINANCIAL CORP 342 354 12 1.08% $584
CROWN HOLDINGS INC 383 397 14 1.08% $362
HOST HOTELS & RE 1,937 2,009 72 1.04% $4.15K
LABCORP HOLDINGS INC 138 143 5 1.03% $3.53K
CACI INTL-A 67 70 3 1.03% $2.37K
EXPAND ENERGY CORP 332 344 12 1.02% $1.12K
AMERICAN FINL GROUP INC OHIO 285 295 10 1.02% -$1.28K
BRUNSWICK CORP 481 499 18 0.98% $598
HEALTHPEAK PROPERTIES INC 2,099 2,177 78 0.97% $2.02K
PERMIAN RESOURCES CORP CL A 1,612 1,670 58 0.96% $12.99K
WILEY JOHN&SON-A 884 916 32 0.95% $7.82K
MOLSON COORS BEVERAGE CO B 775 803 28 0.94% -$1.60K
FOUR CORNERS PRO 1,409 1,461 52 0.94% $2.06K
ALASKA AIR GROUP INC 865 895 30 0.89% -$10.59K
MAXIMUS INC 493 511 18 0.89% -$9.80K
JABIL INC 118 122 4 0.88% $5.50K
ENCOMPASS HEALTH CORP 308 319 11 0.84% -$1.83K
TAYLOR MORRISON HOME CORP 498 516 18 0.81% $735
Icon Public Limited Company 262 271 9 0.81% -$17.75K
RUSH ENTERPRISES INC CL A 432 448 16 0.80% $6.32K
INGREDION INC 242 250 8 0.76% $1.48K
CAMDEN PROP TR 258 268 10 0.71% -$2.23K
ABM INDUSTRIES INC 584 606 22 0.63% -$1.36K
JANUS INTERNATIONAL GROUP INC 4,144 4,291 147 0.60% -$5.00K
WINNEBAGO INDUSTRIES INC 445 461 16 0.39% -$3.75K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TOWER SEMICONDCT 677 475 -202 2.26% $3.86K
ROYAL GOLD INC 267 190 -77 1.31% -$11.00K
PBF ENERGY INC CL A 1,069 1,000 -69 1.29% $18.63K
DOVER CORP 248 215 -33 1.21% -$3.60K
LANTHEUS HOLDING 662 577 -85 1.19% -$291

No positions in this category.

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