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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 52 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SPYD SPDR SERIES TRUST STATE STREET SPD 48,147.0 $2.1M 0.00% NEW $43.25 +8.9%
1022 CGIE CAPITAL GROUP INTERNATIONAL SHS 59,668.0 $2.1M 0.00% NEW $34.82 +3.5%
1023 VLUE ISHARES TR MSCI USA VALUE 15,142.0 $2.1M 0.00% NEW $136.73 +33.6%
1024 RY ROYAL BK CDA COM Financial Services 12,105.0 $2.1M 0.00% NEW $170.49 +7.6%
1025 IYR ISHARES TR U.S. REAL ES ETF 21,958.0 $2.1M 0.00% NEW $93.89 +9.1%
1026 KBE SPDR SERIES TRUST STATE STREET SPD 33,885.0 $2.1M 0.00% NEW $60.69 +4.4%
1027 IEX IDEX CORP COM Industrials 11,556.0 $2.1M 0.00% NEW $177.94 +15.3%
1028 CGCB CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 77,235.0 $2.0M 0.00% NEW $26.52 -1.8%
1029 FMB FIRST TR EXCH TRADED FD III MANAGD MUN ETF 39,978.0 $2.0M 0.00% NEW $51.13 -0.7%
1030 J JACOBS SOLUTIONS INC COM Industrials 15,353.0 $2.0M 0.00% NEW $132.46 -14.8%
1031 BUNGE GLOBAL SA COM SHS 22,781.0 $2.0M 0.00% NEW $89.08
1032 MTDR MATADOR RES CO COM Energy 47,771.0 $2.0M 0.00% NEW $42.44 +45.4%
1033 DYN DYNE THERAPEUTICS INC COM Healthcare 103,334.0 $2.0M 0.00% NEW $19.56 -18.6%
1034 INSP INSPIRE MED SYS INC COM Healthcare 21,910.0 $2.0M 0.00% NEW $92.23 -53.9%
1035 NUV NUVEEN MUN VALUE FD INC COM Financial Services 222,960.0 $2.0M 0.00% NEW $9.06 -0.2%
1036 DDS DILLARDS INC CL A Consumer Cyclical 3,326.0 $2.0M 0.00% NEW $606.34 -12.4%
1037 R RYDER SYS INC COM Industrials 10,528.0 $2.0M 0.00% NEW $191.39 +19.2%
1038 SHV ISHARES TR TRUST ISHARE 0-1 18,282.0 $2.0M 0.00% NEW $110.15 +0.1%
1039 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 43,671.0 $2.0M 0.00% NEW $46.02 +2.2%
1040 FELV FIDELITY COVINGTON TRUST ENHANCED LARGE 57,961.0 $2.0M 0.00% NEW $34.66 +11.1%
Page 52 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%