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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 50 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 LYB LYONDELLBASELL INDUSTRIES N SHS - A - Basic Materials 55,642.0 $2.4M 0.00% NEW $43.30 +68.7%
982 MNDY MONDAY COM LTD SHS Technology 16,311.0 $2.4M 0.00% NEW $147.56 -47.1%
983 TOTALENERGIES SE ACT 36,773.0 $2.4M 0.00% NEW $65.42
984 D DOMINION ENERGY INC COM Utilities 40,934.0 $2.4M 0.00% NEW $58.59 +16.3%
985 JFR NUVEEN FLOATING RATE INCOME COM Financial Services 306,123.0 $2.4M 0.00% NEW $7.83 -3.3%
986 IOO ISHARES TR GLOBAL 100 ETF 18,921.0 $2.4M 0.00% NEW $126.67 +11.7%
987 LPLA LPL FINL HLDGS INC COM Financial Services 6,701.0 $2.4M 0.00% NEW $357.17 -19.5%
988 NEA NUVEEN AMT FREE QLTY MUN INC COM Financial Services 204,646.0 $2.4M 0.00% NEW $11.63 -4.4%
989 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 23,117.0 $2.4M 0.00% NEW $102.89 -30.8%
990 FUMB FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 116,870.0 $2.3M 0.00% NEW $20.06 +0.1%
991 EVLV EVOLV TECHNOLOGIES HLDNGS IN COM CL A Industrials 326,873.0 $2.3M 0.00% NEW $7.16 -20.3%
992 FGD FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 77,251.0 $2.3M 0.00% NEW $30.27 +11.7%
993 APG API GROUP CORP COM STK Industrials 61,084.0 $2.3M 0.00% NEW $38.26 +9.9%
994 PBA PEMBINA PIPELINE CORP COM Energy 61,329.0 $2.3M 0.00% NEW $38.06 +30.2%
995 AAP ADVANCE AUTO PARTS INC COM Consumer Cyclical 59,036.0 $2.3M 0.00% NEW $39.30 +30.4%
996 ESTC ELASTIC N V ORD SHS Technology 30,741.0 $2.3M 0.00% NEW $75.44 -28.8%
997 WAY WAYSTAR HLDG CORP COM Technology 70,732.0 $2.3M 0.00% NEW $32.75 -40.2%
998 RBRK RUBRIK INC. CL A Technology 30,245.0 $2.3M 0.00% NEW $76.48 -15.9%
999 NSA NATIONAL STORAGE AFFILIATES COM SHS BEN IN Real Estate 81,028.0 $2.3M 0.00% NEW $28.21 +47.6%
1000 SRLN SSGA ACTIVE ETF TR STATE STREET BLA 55,339.0 $2.3M 0.00% NEW $41.27 -1.9%
Page 50 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%