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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 27 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PKG PACKAGING CORP AMER Consumer Cyclical 13,598.0 $2.9M 0.01% +100.0 +0.7% $212.22 -3.0%
522 RYN RAYONIER INC Real Estate 139,579.0 $2.9M 0.00% +113K +421.5% $20.62 -4.7%
523 HTRB HARTFORD FDS EXCHANGE TRADED 85,158.0 $2.9M 0.00% +5K +6.0% $33.74 -1.2%
524 BKE BUCKLE INC Consumer Cyclical 56,613.0 $2.9M 0.00% +4K +8.3% $50.36 -6.2%
525 AGM FEDERAL AGRIC MTG CORP Financial Services 19,108.0 $2.8M 0.00% +568.0 +3.1% $148.35 +17.0%
526 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 252,913.0 $2.8M 0.00% +8K +3.4% $11.02 -0.1%
527 EWX SPDR INDEX SHS FDS 42,063.0 $2.8M 0.00% +2K +5.1% $66.12 +8.7%
528 SPHD INVESCO EXCH TRADED FD TR II 55,022.0 $2.7M 0.00% +2K +3.4% $49.61 -0.3%
529 HPQ HP INC Technology 141,969.0 $2.7M 0.00% +18K +14.3% $19.21 +8.4%
530 BLOK AMPLIFY ETF TR 53,775.0 $2.7M 0.00% +37K +225.1% $49.81 +21.7%
531 WEN WENDYS CO Consumer Cyclical 384,946.0 $2.7M 0.00% +375K +3662.9% $6.95 +12.4%
532 VOOV VANGUARD ADMIRAL FDS INC 13,118.0 $2.7M 0.00% +4K +37.0% $203.79 +6.1%
533 EFR EATON VANCE SR FLTNG RTE TR Financial Services 251,276.0 $2.6M 0.00% +17K +7.2% $10.54 -1.5%
534 MFC MANULIFE FINL CORP Financial Services 76,421.0 $2.6M 0.00% +4K +5.3% $34.44 +9.7%
535 DVOL FIRST TR EXCHANGE TRADED FD 75,875.0 $2.6M 0.00% +1K +1.4% $34.57 +5.4%
536 FANG DIAMONDBACK ENERGY INC Energy 13,213.0 $2.6M 0.00% +5K +57.1% $197.79 +4.2%
537 CGSM CAPITAL GRP FIXED INCM ETF T 99,411.0 $2.6M 0.00% +7K +8.0% $26.28 -0.1%
538 RRX REGAL REXNORD CORPORATION Industrials 13,931.0 $2.6M 0.00% +4K +35.4% $187.26 -2.1%
539 MKL MARKEL GROUP INC Financial Services 1,362.0 $2.6M 0.00% +81.0 +6.3% $1914.07 -3.6%
540 FDD FIRST TR EXCHANGE TRADED FD 146,194.0 $2.6M 0.00% +118K +422.1% $17.81 +9.3%
Page 27 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%