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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 34 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 VNT VONTIER CORPORATION Technology 26,653.0 $945K 0.00% +7K +38.7% $35.47 -21.0%
662 FNDA SCHWAB STRATEGIC TR 29,012.0 $941K 0.00% +2K +6.0% $32.43 +7.8%
663 VIOO VANGUARD ADMIRAL FDS INC 8,193.0 $941K 0.00% +310.0 +3.9% $114.83 +8.1%
664 USRT ISHARES TR 15,878.0 $940K 0.00% +3K +25.8% $59.19 +8.7%
665 ESML ISHARES TR 19,596.0 $921K 0.00% +586.0 +3.1% $47.02 +8.3%
666 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 11,766.0 $918K 0.00% +68.0 +0.6% $78.03 -6.9%
667 WAB WABTEC Industrials 3,668.0 $917K 0.00% +54.0 +1.5% $249.91 +5.6%
668 TRNO TERRENO RLTY CORP Real Estate 14,847.0 $912K 0.00% +810.0 +5.8% $61.42 +5.9%
669 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 86,804.0 $903K 0.00% +49K +131.1% $10.40 +1.3%
670 AGCO AGCO CORP Industrials 7,743.0 $897K 0.00% +101.0 +1.3% $115.87 -2.3%
671 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 11,075.0 $896K 0.00% +423.0 +4.0% $80.94 +4.1%
672 BROOKFIELD ASSET MANAGMT LTD 19,798.0 $880K 0.00% +512.0 +2.6% $44.45
673 IYG ISHARES TR 10,505.0 $870K 0.00% +982.0 +10.3% $82.84 +5.1%
674 ABRDN ASIA PACIFIC INCOME FU 59,830.0 $863K 0.00% +17K +38.8% $14.42
675 MAA MID AMER APT CMNTYS INC Real Estate 6,940.0 $848K 0.00% +93.0 +1.4% $122.12 +2.9%
676 TDY TELEDYNE TECHNOLOGIES INC Technology 1,394.0 $843K 0.00% +30.0 +2.2% $605.01 +1.9%
677 CPB THE CAMPBELLS COMPANY Consumer Defensive 37,688.0 $839K 0.00% +6K +17.3% $22.27 -10.1%
678 SCHE SCHWAB STRATEGIC TR 25,428.0 $838K 0.00% +570.0 +2.3% $32.95 +7.7%
679 ASH ASHLAND INC Basic Materials 14,998.0 $834K 0.00% +1K +7.9% $55.61 +1.9%
680 OKTA OKTA INC Technology 10,556.0 $831K 0.00% +2K +20.8% $78.71 +5.2%
Page 34 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%