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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 36 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FNDX SCHWAB STRATEGIC TR 25,994.0 $724K 0.00% +2K +9.9% $27.85 +8.7%
702 AHR AMERICAN HEALTHCARE REIT INC Real Estate 15,332.0 $723K 0.00% +4K +33.0% $47.16 +5.4%
703 TTEK TETRA TECH INC NEW Industrials 23,909.0 $720K 0.00% +4K +19.0% $30.12 -11.4%
704 FLO FLOWERS FOODS INC Consumer Defensive 86,313.0 $703K 0.00% +18K +26.5% $8.15 -10.8%
705 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,960.0 $703K 0.00% +110.0 +6.0% $358.79 -16.9%
706 JHS HANCOCK JOHN INCOME SECS TR Financial Services 63,798.0 $698K 0.00% +4K +6.1% $10.94 +0.6%
707 TM TOYOTA MOTOR CORP Consumer Cyclical 3,384.0 $697K 0.00% +144.0 +4.4% $206.11 -8.9%
708 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 198,540.0 $697K 0.00% +41K +26.0% $3.51 -1.6%
709 HALO HALOZYME THERAPEUTICS INC Healthcare 10,694.0 $691K 0.00% +91.0 +0.9% $64.63 +4.8%
710 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 32,533.0 $689K 0.00% +187.0 +0.6% $21.18 +1.0%
711 PPT PUTNAM PREMIER INCOME TR Financial Services 193,250.0 $686K 0.00% +38K +24.7% $3.55 -2.5%
712 DLS WISDOMTREE TR 8,397.0 $684K 0.00% +5K +128.2% $81.50 +6.7%
713 QQQJ INVESCO EXCH TRADED FD TR II 18,892.0 $684K 0.00% +815.0 +4.5% $36.21 +13.6%
714 NET CLOUDFLARE INC Technology 3,312.0 $683K 0.00% +1K +78.1% $206.34 -3.4%
715 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,608.0 $678K 0.00% +49.0 +1.4% $188.00 +21.1%
716 IBDR ISHARES TR 27,972.0 $678K 0.00% +4K +17.8% $24.24 -0.1%
717 FCT FIRST TR SR FLTG RATE INCOME Financial Services 69,046.0 $666K 0.00% +570.0 +0.8% $9.64 +1.1%
718 HIGHLAND OPPS INCOME FD 113,704.0 $649K 0.00% +17K +17.7% $5.71
719 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 57,418.0 $648K 0.00% +8K +15.4% $11.28 +1.8%
720 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 69,914.0 $644K 0.00% +25K +54.5% $9.21 +12.8%
Page 36 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%