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 1 of 6 · 106 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HDB	HDFC BANK LTD SPONSORED ADS	Financial Services	2,587,809	$94.6M	0.15%	SOLD
2	TEAM	ATLASSIAN CORPORATION CL A	Technology	408,007	$66.2M	0.10%	SOLD
3	PEN	PENUMBRA INC COM	Healthcare	145,675	$45.3M	0.07%	SOLD
4	—	EXACT SCIENCES CORP COM	—	309,269	$31.4M	0.05%	SOLD
5	ELF	E L F BEAUTY INC COM	Consumer Defensive	352,150	$26.8M	0.04%	SOLD
6	EPAM	EPAM SYS INC COM	Technology	127,663	$26.2M	0.04%	SOLD
7	—	ASTRAZENECA PLC SPONSORED ADR	—	268,089	$24.6M	0.04%	SOLD
8	TREX	TREX CO INC COM	Industrials	354,436	$12.4M	0.02%	SOLD
9	UAL	UNITED AIRLS HLDGS INC COM	Industrials	81,209	$9.1M	0.01%	SOLD
10	WRBY	WARBY PARKER INC CL A COM	Healthcare	364,724	$7.9M	0.01%	SOLD
11	—	CADENCE BANK COM	—	172,211	$7.4M	0.01%	SOLD
12	—	CYBERARK SOFTWARE LTD SHS	—	10,767	$4.8M	0.01%	SOLD
13	CRDO	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES	Technology	28,804	$4.1M	0.01%	SOLD
14	BXP	BXP INC COM	Real Estate	54,419	$3.7M	0.01%	SOLD
15	EXLS	EXLSERVICE HOLDINGS INC COM	Technology	81,097	$3.4M	0.01%	SOLD
16	SES	SES AI CORPORATION CL A COM	Consumer Cyclical	1,911,548	$3.4M	0.01%	SOLD
17	DT	DYNATRACE INC COM NEW	Technology	76,228	$3.3M	0.01%	SOLD
18	—	POTLATCHDELTIC CORPORATION COM	—	80,477	$3.2M	0.01%	SOLD
19	ARRY	ARRAY TECHNOLOGIES INC COM SHS	Energy	330,772	$3.0M	0.01%	SOLD
20	MOO	VANECK ETF TRUST AGRIBUSINESS ETF	—	41,376	$3.0M	0.01%	SOLD

Page 1 of 6 · 106 positions

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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%