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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 39 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IYC ISHARES TR 4,333.0 $420K 0.00% +84.0 +2.0% $96.92 +3.5%
762 EVEREST GROUP LTD 1,284.0 $420K 0.00% +59.0 +4.8% $326.85
763 CVSA COVISTA INC Consumer Cyclical 3,637.0 $419K 0.00% +272.0 +8.1% $115.25 +9.8%
764 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 4,805.0 $415K 0.00% +2K +85.5% $86.44 +35.6%
765 SNPE DBX ETF TR 6,758.0 $402K 0.00% +673.0 +11.1% $59.55 +13.6%
766 JLS NUVEEN MORTGAGE AND INCOME F Financial Services 22,091.0 $401K 0.00% +240.0 +1.1% $18.13 +0.1%
767 FLTR VANECK ETF TRUST 15,690.0 $400K 0.00% +5K +47.0% $25.48 +0.2%
768 BKH BLACK HILLS CORP Utilities 5,738.0 $398K 0.00% +642.0 +12.6% $69.41 +4.9%
769 FALN ISHARES TR 14,862.0 $397K 0.00% +119.0 +0.8% $26.72 +0.3%
770 EOT EATON VANCE NATL MUN OPPORT Financial Services 22,365.0 $383K 0.00% +207.0 +0.9% $17.12 -1.6%
771 PII POLARIS INC Consumer Cyclical 6,985.0 $381K 0.00% +2K +29.2% $54.50 +21.4%
772 NTSK NETSKOPE INC Technology 44,652.0 $379K 0.00% +8K +21.8% $8.49 +28.6%
773 HXL HEXCEL CORP NEW Industrials 4,623.0 $374K 0.00% +278.0 +6.4% $80.93 +14.3%
774 DFAX DIMENSIONAL ETF TRUST 10,849.0 $369K 0.00% +1K +12.5% $33.97 +7.7%
775 EYPT EYEPOINT INC Healthcare 28,119.0 $362K 0.00% +11K +60.5% $12.89 +2.7%
776 CWT CALIFORNIA WTR SVC GROUP Utilities 7,913.0 $359K 0.00% +490.0 +6.6% $45.34 -4.2%
777 EMMF WISDOMTREE TR 10,815.0 $358K 0.00% +109.0 +1.0% $33.11 +12.2%
778 IYH ISHARES TR 5,662.0 $349K 0.00% +40.0 +0.7% $61.64 -1.2%
779 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 24,916.0 $340K 0.00% +149.0 +0.6% $13.66 +3.0%
780 RALLIANT CORP 8,037.0 $334K 0.00% +3K +54.2% $41.59
Page 39 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%