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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 44 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SES SES AI CORPORATION CL A COM Consumer Cyclical 1,911,548.0 $3.4M 0.01% NEW $1.80 -42.2%
862 DOX AMDOCS LTD SHS Technology 42,664.0 $3.4M 0.01% NEW $80.51 -22.5%
863 INSM INSMED INC COM PAR $.01 Healthcare 19,684.0 $3.4M 0.01% NEW $174.04 -37.1%
864 TLT ISHARES TR 20 YR TR BD ETF 39,197.0 $3.4M 0.01% NEW $87.16 -3.4%
865 MUR MURPHY OIL CORP COM Energy 109,089.0 $3.4M 0.01% NEW $31.25 +20.9%
866 HDV ISHARES TR CORE HIGH DV ETF 27,998.0 $3.4M 0.01% NEW $121.61 -77.3%
867 KAI KADANT INC COM Industrials 11,904.0 $3.4M 0.01% NEW $285.02 +7.7%
868 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 191,532.0 $3.4M 0.01% NEW $17.71 -5.8%
869 ONEQ FIDELITY COMWLTH TR NASDAQ COMPSIT 37,038.0 $3.4M 0.01% NEW $91.40 +13.1%
870 CM CANADIAN IMPERIAL BANK OF CO COM Financial Services 37,325.0 $3.4M 0.01% NEW $90.61 +26.8%
871 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 5,414.0 $3.4M 0.01% NEW $622.66 -13.6%
872 OGE OGE ENERGY CORP COM Utilities 78,939.0 $3.4M 0.01% NEW $42.70 +12.6%
873 ARKG ARK ETF TR GENOMIC REV ETF 116,290.0 $3.4M 0.01% NEW $28.97 +5.4%
874 LVHI LEGG MASON ETF INVT FRANKLIN INTL LW 91,251.0 $3.4M 0.01% NEW $36.82 +13.0%
875 IGV ISHARES TR EXPANDED TECH 31,544.0 $3.3M 0.01% NEW $105.69 -12.5%
876 BURL BURLINGTON STORES INC COM Consumer Cyclical 11,439.0 $3.3M 0.01% NEW $288.85 +9.4%
877 DT DYNATRACE INC COM NEW Technology 76,228.0 $3.3M 0.01% NEW $43.34 -9.7%
878 PNW PINNACLE WEST CAP CORP COM Utilities 36,708.0 $3.3M 0.01% NEW $88.70 +14.9%
879 AIRR FIRST TR EXCHANGE TRADED FD RBA INDL ETF 33,107.0 $3.3M 0.01% NEW $98.32 +26.8%
880 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 18,540.0 $3.3M 0.01% NEW $175.57 +0.8%
Page 44 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%