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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 61 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 26,679.0 $1.2M 0.00% NEW $43.66 -7.0%
1202 HUBB HUBBELL INC COM Industrials 2,617.0 $1.2M 0.00% NEW $444.11 +4.5%
1203 RIGS ALPS ETF TR RIVRFRNT STR INC 50,365.0 $1.2M 0.00% NEW $23.05 -1.4%
1204 DVA DAVITA INC COM Healthcare 10,206.0 $1.2M 0.00% NEW $113.61 +73.6%
1205 RFDI FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 14,372.0 $1.2M 0.00% NEW $80.51 +7.8%
1206 BRC BRADY CORP CL A Industrials 14,751.0 $1.2M 0.00% NEW $78.37 +9.3%
1207 BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN Financial Services 50,610.0 $1.2M 0.00% NEW $22.82 -0.7%
1208 IRTC IRHYTHM TECHNOLOGIES INC COM Healthcare 6,503.0 $1.2M 0.00% NEW $177.44 -35.1%
1209 FBIZ FIRST BUSINESS FINL SVCS INC COM Financial Services 21,240.0 $1.2M 0.00% NEW $54.30 +3.3%
1210 IYF ISHARES TR U.S. FINLS ETF 8,911.0 $1.1M 0.00% NEW $128.93 -4.7%
1211 G GENPACT LIMITED SHS Technology 24,527.0 $1.1M 0.00% NEW $46.78 -31.7%
1212 VMI VALMONT INDS INC COM Industrials 2,836.0 $1.1M 0.00% NEW $402.32 +25.6%
1213 FFIV F5 INC COM Technology 4,460.0 $1.1M 0.00% NEW $255.26 +50.2%
1214 BCAT BLACKROCK CAP ALLOCATION TER COM Financial Services 79,892.0 $1.1M 0.00% NEW $14.16 +8.4%
1215 ROST ROSS STORES INC COM Consumer Cyclical 6,269.0 $1.1M 0.00% NEW $180.14 +21.9%
1216 ILCG ISHARES TR MORNINGSTAR GRWT 10,792.0 $1.1M 0.00% NEW $104.04 +10.4%
1217 HYGV FLEXSHARES TR HIG YLD VL ETF 27,556.0 $1.1M 0.00% NEW $40.74 -1.5%
1218 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 24,514.0 $1.1M 0.00% NEW $45.74 -37.4%
1219 LBRT LIBERTY ENERGY INC COM CL A Energy 60,711.0 $1.1M 0.00% NEW $18.46 +77.8%
1220 ALLE ALLEGION PLC ORD SHS Industrials 7,004.0 $1.1M 0.00% NEW $159.22 -19.5%
Page 61 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%