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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 12 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 415,662.0 $19.3M 0.03% +351K +546.6% $46.36 -4.4%
222 CTVA CORTEVA INC Basic Materials 222,694.0 $18.6M 0.03% +12K +5.6% $83.71 -2.4%
223 DON WISDOMTREE TR 354,423.0 $18.6M 0.03% +12K +3.4% $52.54 +3.7%
224 SHOP SHOPIFY INC Technology 156,201.0 $18.5M 0.03% +4K +2.5% $118.62 -14.5%
225 BINC BLACKROCK ETF TRUST II 354,243.0 $18.4M 0.03% +42K +13.3% $51.93 +0.1%
226 BSCS INVESCO EXCH TRD SLF IDX FD 895,118.0 $18.3M 0.03% +23K +2.6% $20.42 -0.5%
227 AMKR AMKOR TECHNOLOGY INC Technology 403,777.0 $18.2M 0.03% +18K +4.7% $45.03 +47.1%
228 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 249,769.0 $18.1M 0.03% +10K +4.0% $72.46 +21.1%
229 HWM HOWMET AEROSPACE INC Industrials 78,094.0 $18.0M 0.03% +948.0 +1.2% $230.46 +12.1%
230 EAGG ISHARES TR 378,331.0 $18.0M 0.03% +29K +8.2% $47.55 -1.3%
231 FND FLOOR DECOR HLDGS INC Consumer Cyclical 352,669.0 $17.9M 0.03% +47K +15.3% $50.80 -10.9%
232 ALK ALASKA AIR GROUP INC Industrials 485,967.0 $17.9M 0.03% +347K +249.1% $36.78 +1.8%
233 ESGD ISHARES TR 185,581.0 $17.7M 0.03% +3K +1.6% $95.62 +5.8%
234 BX BLACKSTONE INC Financial Services 153,210.0 $17.6M 0.03% +5K +3.4% $114.99 +1.8%
235 INCY INCYTE CORP Healthcare 186,860.0 $17.6M 0.03% +35K +23.4% $94.12 +0.8%
236 VONG VANGUARD SCOTTSDALE FDS 159,489.0 $17.5M 0.03% +3K +1.9% $109.69 +16.1%
237 IWN ISHARES TR 91,585.0 $17.4M 0.03% +2K +2.2% $189.59 +8.7%
238 INSW INTERNATIONAL SEAWAYS INC Energy 236,671.0 $17.2M 0.03% +10K +4.5% $72.88 +17.3%
239 MKC MCCORMICK CO INC Consumer Defensive 341,819.0 $17.2M 0.03% +41K +13.6% $50.44 -7.2%
240 BSCT INVESCO EXCH TRD SLF IDX FD 917,448.0 $17.1M 0.03% +30K +3.4% $18.66 -0.7%
Page 12 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%