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Portfolio (Quarterly) Guide ↗

Baird Financial Group, Inc.

· CIK 0001648711
13F Portfolio $64.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1786 New
Page 12 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EMXC ISHARES INC MSCI EMRG CHN 498,427.0 $36.2M 0.06% NEW $72.68 +30.1%
222 DVY ISHARES TR SELECT DIVID ETF 256,418.0 $36.2M 0.06% NEW $141.14 +7.3%
223 BWXT BWX TECHNOLOGIES INC COM Industrials 209,346.0 $36.2M 0.06% NEW $172.84 +17.8%
224 BSV VANGUARD BD INDEX FDS SHORT TRM BOND 454,111.0 $35.8M 0.06% NEW $78.81 -1.2%
225 SLV ISHARES SILVER TR ISHARES Financial Services 555,425.0 $35.8M 0.06% NEW $64.42 +9.4%
226 AEM AGNICO EAGLE MINES LTD COM Basic Materials 209,640.0 $35.5M 0.06% NEW $169.53 +7.6%
227 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 92,245.0 $35.4M 0.06% NEW $383.32 +3.6%
228 MUB ISHARES TR NATIONAL MUN ETF 328,222.0 $35.2M 0.06% NEW $107.11 -0.9%
229 CGCP CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 1,546,980.0 $35.0M 0.06% NEW $22.64 -2.0%
230 PODD INSULET CORP COM Healthcare 122,997.0 $35.0M 0.05% NEW $284.24 -48.4%
231 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 156,723.0 $34.9M 0.05% NEW $222.63 +0.6%
232 COP CONOCOPHILLIPS COM Energy 372,350.0 $34.9M 0.05% NEW $93.61 +29.0%
233 IGIB ISHARES TR ISHS 5-10YR INVT 645,369.0 $34.8M 0.05% NEW $53.88 -2.1%
234 VNQ VANGUARD INDEX FDS REAL ESTATE ETF 390,977.0 $34.6M 0.05% NEW $88.49 +6.6%
235 XYL XYLEM INC COM Industrials 251,205.0 $34.2M 0.05% NEW $136.18 -20.5%
236 SDY SPDR SERIES TRUST STATE STREET SPD 244,654.0 $34.0M 0.05% NEW $139.16 +5.4%
237 SCHR SCHWAB STRATEGIC TR INT-TRM U.S TRES 1,355,420.0 $34.0M 0.05% NEW $25.08 -2.1%
238 PWR QUANTA SVCS INC COM Industrials 80,428.0 $33.9M 0.05% NEW $422.06 +78.8%
239 IDXX IDEXX LABS INC COM Healthcare 50,151.0 $33.9M 0.05% NEW $676.53 -21.1%
240 GILD GILEAD SCIENCES INC COM Healthcare 275,318.0 $33.8M 0.05% NEW $122.74 +6.2%
Page 12 of 90  ·  1,786 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 24.6%
Financial Services 19.3%
Industrials 13.6%
Communication Services 11.5%
Consumer Cyclical 10.8%
Healthcare 9.1%
Utilities 3.6%
Consumer Defensive 3.6%
Energy 1.9%
Basic Materials 1.5%