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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 64 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 MAA MID-AMER APT CMNTYS INC COM Real Estate 6,847.0 $951K 0.00% NEW $138.91 -7.7%
1262 IEV ISHARES TR EUROPE ETF 13,836.0 $949K 0.00% NEW $68.60 +3.7%
1263 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 5,307.0 $948K 0.00% NEW $178.59 -5.3%
1264 ALLY ALLY FINL INC COM Financial Services 20,866.0 $945K 0.00% NEW $45.29 -9.8%
1265 BLOK AMPLIFY ETF TR BLOCKCHAIN TECHN 16,540.0 $941K 0.00% NEW $56.89 +6.8%
1266 VFC V F CORP COM Consumer Cyclical 51,653.0 $934K 0.00% NEW $18.08 -6.6%
1267 ENSG ENSIGN GROUP INC COM Healthcare 5,356.0 $933K 0.00% NEW $174.20 +1.4%
1268 SIGI SELECTIVE INS GROUP INC COM Financial Services 11,133.0 $931K 0.00% NEW $83.67 +5.4%
1269 BWA BORGWARNER INC COM Consumer Cyclical 20,656.0 $931K 0.00% NEW $45.06 +35.7%
1270 EDF VIRTUS STONE HBR EMRG MKTS I COM Financial Services 187,011.0 $929K 0.00% NEW $4.97 +4.0%
1271 SOLV SOLVENTUM CORP COM SHS Healthcare 11,669.0 $925K 0.00% NEW $79.24 -3.9%
1272 FELE FRANKLIN ELEC INC COM Industrials 9,675.0 $924K 0.00% NEW $95.53 +2.0%
1273 CVNA CARVANA CO CL A Consumer Cyclical 2,171.0 $916K 0.00% NEW $422.02 -84.4%
1274 SPEM SPDR INDEX SHS FDS PORTFOLIO EMG MK 19,496.0 $913K 0.00% NEW $46.81 +7.7%
1275 AVUS AMERICAN CENTY ETF TR US EQT ETF 8,132.0 $909K 0.00% NEW $111.78 +10.5%
1276 PDP INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 7,771.0 $905K 0.00% NEW $116.40 +16.8%
1277 HFWA HERITAGE FINL CORP WASH COM Financial Services 38,245.0 $904K 0.00% NEW $23.65 +12.6%
1278 IBMO ISHARES TR IBONDS DEC 26 35,000.0 $897K 0.00% NEW $25.64 -0.1%
1279 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 32,126.0 $895K 0.00% NEW $27.87 -27.0%
1280 IBMQ ISHARES TR IBONDS DEC 28 35,000.0 $895K 0.00% NEW $25.57 -0.5%
Page 64 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%