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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 25 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RFEM FIRST TR EXCH TRADED FD III 45,498.0 $3.7M 0.01% +452.0 +1.0% $82.16 +8.8%
482 QQQM INVESCO EXCH TRADED FD TR II 15,665.0 $3.7M 0.01% +2K +13.6% $237.62 +21.6%
483 AME AMETEK INC Industrials 17,354.0 $3.7M 0.01% +530.0 +3.1% $214.36 +3.2%
484 RYLD GLOBAL X FDS 244,014.0 $3.6M 0.01% +5K +2.1% $14.95 +2.4%
485 THOMSON REUTERS CORP 40,471.0 $3.6M 0.01% +14K +53.4% $89.98
486 CM CANADIAN IMPERIAL BANK OF CO Financial Services 38,235.0 $3.6M 0.01% +910.0 +2.4% $94.75 +18.4%
487 MLM MARTIN MARIETTA MATLS INC Basic Materials 6,130.0 $3.6M 0.01% +716.0 +13.2% $588.68 -5.6%
488 SNPS SYNOPSYS INC Technology 9,057.0 $3.6M 0.01% +626.0 +7.4% $396.48 +25.7%
489 QTUM ETF SER SOLUTIONS 33,466.0 $3.6M 0.01% +30K +938.0% $107.30 +31.1%
490 JBHT HUNT J B TRANS SVCS INC Industrials 16,897.0 $3.6M 0.01% +2K +16.9% $211.90 +23.4%
491 EWJ ISHARES INC 41,876.0 $3.5M 0.01% +15K +56.3% $84.44 +6.9%
492 IYT ISHARES TR 46,676.0 $3.5M 0.01% +41K +774.2% $74.60 +6.8%
493 NVTS NAVITAS SEMICONDUCTOR CORP Technology 395,267.0 $3.5M 0.01% +18K +4.7% $8.77 +124.3%
494 TOTALENERGIES SE 38,087.0 $3.5M 0.01% +1K +3.6% $90.98
495 HUBG HUB GROUP INC Industrials 96,029.0 $3.5M 0.01% +10K +11.3% $36.04 +5.9%
496 KHC KRAFT HEINZ CO Consumer Defensive 152,980.0 $3.4M 0.01% +938.0 +0.6% $22.49 +3.8%
497 WPC WP CAREY INC Real Estate 49,426.0 $3.4M 0.01% +291.0 +0.6% $67.96 +8.7%
498 OTIS OTIS WORLDWIDE CORP Industrials 43,459.0 $3.3M 0.01% +10K +31.0% $77.08 -7.7%
499 KNSL KINSALE CAP GROUP INC Financial Services 9,722.0 $3.3M 0.01% +50.0 +0.5% $341.66 -4.9%
500 RHI ROBERT HALF INC. Industrials 130,192.0 $3.3M 0.01% +101K +350.9% $25.40 -1.1%
Page 25 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%