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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 41 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 5,127.0 $256K +207.0 +4.2% $49.85 -6.0%
802 UMAC UNUSUAL MACHS INC Financial Services 20,500.0 $254K +6K +42.2% $12.40 +36.5%
803 PXF INVESCO EXCH TRADED FD TR II 3,493.0 $244K +136.0 +4.0% $69.90 +7.6%
804 SJNK SPDR SERIES TRUST 9,660.0 $241K +1K +12.6% $24.98 -0.2%
805 SPTM SPDR SERIES TRUST 3,050.0 $241K +20.0 +0.7% $79.06 +13.2%
806 EXP EAGLE MATLS INC Basic Materials 1,245.0 $236K +46.0 +3.8% $189.45 +6.7%
807 EXR EXTRA SPACE STORAGE INC Real Estate 1,765.0 $231K +173.0 +10.9% $131.13 +8.4%
808 GUT GABELLI UTIL TR Financial Services 37,559.0 $227K +2K +4.7% $6.05 +2.3%
809 MCRI MONARCH CASINO RESORT INC Consumer Cyclical 2,276.0 $218K +69.0 +3.1% $95.60 +22.3%
810 GTM ZOOMINFO TECHNOLOGIES INC Technology 36,343.0 $217K +11K +43.7% $5.98 -34.8%
811 BSMT INVESCO EXCH TRD SLF IDX FD 9,065.0 $209K +215.0 +2.4% $23.02 -0.1%
812 PIM PUTNAM MASTER INTER INCOME T Financial Services 62,500.0 $204K +33K +111.9% $3.27 -3.1%
813 SAP SAP SE Technology 1,182.0 $202K +171.0 +16.9% $171.14 -4.1%
814 SXC SUNCOKE ENERGY INC Energy 31,004.0 $202K +8K +35.2% $6.51 +21.5%
815 SEM SELECT MED HLDGS CORP Healthcare 12,239.0 $199K +2K +19.3% $16.29 +1.0%
816 PBI PITNEY BOWES INC Industrials 17,783.0 $197K +2K +13.2% $11.05 +43.2%
817 ARLO ARLO TECHNOLOGIES INC Industrials 13,374.0 $190K +3K +23.6% $14.23 -13.4%
818 EIM EATON VANCE MUN BD FD Financial Services 17,761.0 $174K +952.0 +5.7% $9.77 -0.2%
819 MYGN MYRIAD GENETICS INC Healthcare 38,338.0 $173K +17K +75.8% $4.50 -19.6%
820 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 29,791.0 $166K +2K +6.4% $5.57 +37.7%
Page 41 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%