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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 22 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NFG NATIONAL FUEL GAS CO Energy 58,338.0 $5.5M 0.01% +349.0 +0.6% $93.96 -11.7%
422 SPYI NEOS ETF TRUST 110,836.0 $5.5M 0.01% +88K +377.5% $49.37 +8.0%
423 FTGC FIRST TR EXCHANGE TRAD FD VI 188,974.0 $5.4M 0.01% +120K +175.4% $28.71 +4.8%
424 WY WEYERHAEUSER CO Real Estate 221,573.0 $5.4M 0.01% +26K +13.3% $24.43 -6.4%
425 VXUS VANGUARD STAR FDS 70,082.0 $5.4M 0.01% +6K +9.8% $77.11 +7.4%
426 GRMN GARMIN LTD Technology 23,107.0 $5.4M 0.01% +6K +33.2% $232.01 -2.2%
427 SCHG SCHWAB STRATEGIC TR 183,833.0 $5.4M 0.01% +28K +18.3% $29.13 +16.3%
428 PPA INVESCO EXCHANGE TRADED FD T 30,745.0 $5.1M 0.01% +7K +28.1% $165.70 -0.4%
429 ISHARES TR 232,796.0 $5.1M 0.01% +48K +25.7% $21.84
430 ISHARES TR 255,467.0 $5.0M 0.01% +59K +29.9% $19.72
431 BKLN INVESCO EXCH TRADED FD TR II 246,519.0 $5.0M 0.01% +47K +23.9% $20.41 +0.4%
432 AVEM AMERICAN CENTY ETF TR 62,111.0 $5.0M 0.01% +21K +50.9% $80.58 +12.3%
433 APP APPLOVIN CORP Technology 12,486.0 $5.0M 0.01% +2K +15.2% $398.00 +19.8%
434 LVHI LEGG MASON ETF INVT 122,451.0 $5.0M 0.01% +31K +34.2% $40.54 +1.9%
435 XHB SPDR SERIES TRUST 50,215.0 $5.0M 0.01% +6K +12.8% $98.72 -3.9%
436 FCX FREEPORT MCMORAN INC Basic Materials 83,395.0 $4.9M 0.01% +24K +41.0% $58.78 +2.9%
437 ATOM ATOMERA INC Technology 1,277,680.0 $4.9M 0.01% +966K +309.4% $3.81 +96.6%
438 CCJ CAMECO CORP Energy 43,398.0 $4.7M 0.01% +1K +2.4% $108.61 -4.7%
439 IDEV ISHARES TR 55,962.0 $4.7M 0.01% +985.0 +1.8% $83.57 +5.3%
440 NUVEEN REAL ESTATE INCOME FD 625,379.0 $4.7M 0.01% +47K +8.1% $7.46
Page 22 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%