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Portfolio (Quarterly) Guide ↗

Baird Financial Group, Inc.

· CIK 0001648711
13F Portfolio $64.0B AUM 3,212 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 146 New 824 Added 675 Reduced 106 Exited
Page 10 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RPM RPM INTL INC Basic Materials 258,812.0 $25.7M 0.04% +7K +2.8% $99.40 -1.0%
182 GNRC GENERAC HLDGS INC Industrials 130,532.0 $25.5M 0.04% +54K +70.0% $195.33 +41.6%
183 IGSB ISHARES TR 484,583.0 $25.5M 0.04% +97K +25.1% $52.56 -0.6%
184 KMI KINDER MORGAN INC DEL Energy 755,809.0 $25.3M 0.04% +5K +0.7% $33.53 -0.4%
185 SPHQ INVESCO EXCHANGE TRADED FD T 336,313.0 $25.3M 0.04% +70K +26.5% $75.19 +9.8%
186 IJK ISHARES TR 246,667.0 $24.8M 0.04% +1K +0.5% $100.62 +9.7%
187 IWS ISHARES TR 169,103.0 $24.6M 0.04% +1K +0.8% $145.74 +6.6%
188 AMT AMERICAN TOWER CORP Real Estate 142,714.0 $24.6M 0.04% +21K +17.6% $172.58 -1.1%
189 SPMB SPDR SERIES TRUST 1,075,176.0 $24.1M 0.04% +44K +4.2% $22.39 -1.5%
190 AVUV AMERICAN CENTY ETF TR 217,361.0 $24.0M 0.04% +56K +34.8% $110.47 +6.1%
191 SPYM SPDR SERIES TRUST 312,993.0 $24.0M 0.04% +14K +4.6% $76.54 +13.7%
192 SAGP ADVISORS INNER CIRCLE FD III 697,360.0 $23.9M 0.04% +73K +11.8% $34.31 +0.5%
193 SHY ISHARES TR 287,752.0 $23.8M 0.04% +15K +5.6% $82.57 -0.6%
194 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 324,343.0 $23.6M 0.04% +201K +162.4% $72.69 +10.6%
195 ATO ATMOS ENERGY CORP Utilities 127,222.0 $23.5M 0.04% +6K +5.2% $184.72 -4.5%
196 FIXD FIRST TR EXCHNG TRADED FD VI 538,337.0 $23.5M 0.04% +3K +0.7% $43.59 -0.8%
197 FTC FIRST TR EXCHANGE TRADED ALP 151,568.0 $23.4M 0.04% +1K +0.7% $154.14 +14.1%
198 ITA ISHARES TR 105,077.0 $23.0M 0.04% +5K +5.1% $218.75 -0.8%
199 PVAL PUTNAM ETF TRUST 492,201.0 $22.8M 0.04% +55K +12.6% $46.40 +7.4%
200 AVDE AMERICAN CENTY ETF TR 267,548.0 $22.7M 0.04% +257K +2561.6% $84.84 +5.4%
Page 10 of 42  ·  824 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 23.0%
Financial Services 18.0%
Industrials 14.5%
Consumer Cyclical 11.4%
Communication Services 10.9%
Healthcare 8.8%
Utilities 4.3%
Consumer Defensive 4.0%
Energy 2.7%
Basic Materials 1.8%