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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 37 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HRB BLOCK H R INC Consumer Cyclical 19,983.0 $634K 0.00% +1K +7.5% $31.74 +20.7%
722 HYD VANECK ETF TRUST 12,508.0 $627K 0.00% +221.0 +1.8% $50.14 +0.8%
723 ENTG ENTEGRIS INC Technology 5,264.0 $617K 0.00% +402.0 +8.3% $117.24 +14.7%
724 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 45,785.0 $615K 0.00% +2K +4.7% $13.44 -0.1%
725 SF STIFEL FINL CORP Financial Services 8,215.0 $607K 0.00% +3K +55.6% $73.92 +1.0%
726 CRBN ISHARES TR 2,673.0 $596K 0.00% +30.0 +1.1% $222.81 +11.9%
727 PCQ PIMCO CALIF MUN INCOME FD Financial Services 68,470.0 $587K 0.00% +1K +1.8% $8.58 +1.3%
728 TRP TC ENERGY CORP Energy 9,357.0 $586K 0.00% +75.0 +0.8% $62.60 +8.8%
729 RGA REINSURANCE GROUP AMER INC Financial Services 2,829.0 $578K 0.00% +1K +87.8% $204.16 +3.1%
730 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 10,431.0 $577K 0.00% +1K +16.6% $55.31 -37.4%
731 IBHG ISHARES TR 25,093.0 $555K 0.00% +9K +59.3% $22.13 -0.2%
732 AWR AMER STATES WTR CO Utilities 7,318.0 $553K 0.00% +900.0 +14.0% $75.62 +1.0%
733 CHE CHEMED CORP NEW Healthcare 1,455.0 $550K 0.00% +75.0 +5.4% $377.74 +15.6%
734 BSMR INVESCO EXCH TRD SLF IDX FD 23,066.0 $546K 0.00% +9K +69.7% $23.65 -0.3%
735 VPU VANGUARD WORLD FD 2,750.0 $545K 0.00% +31.0 +1.1% $198.14 -3.6%
736 PRDO PERDOCEO ED CORP Consumer Defensive 14,578.0 $542K 0.00% +219.0 +1.5% $37.21 -7.4%
737 FE FIRSTENERGY CORP Utilities 10,688.0 $541K 0.00% +508.0 +5.0% $50.66 -12.7%
738 ROUS LATTICE STRATEGIES TR 9,158.0 $541K 0.00% +158.0 +1.8% $59.04 +8.5%
739 TD TORONTO DOMINION BK ONT Financial Services 5,748.0 $536K 0.00% +321.0 +5.9% $93.31 +15.6%
740 SCI SERVICE CORP INTL Consumer Cyclical 6,481.0 $535K 0.00% +429.0 +7.1% $82.51 -5.0%
Page 37 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%