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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 77 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 54,131.0 $434K 0.00% NEW $8.02 -25.2%
1522 VIKING HOLDINGS LTD ORD SHS 6,072.0 $434K 0.00% NEW $71.41
1523 GGT GABELLI MULTIMEDIA TR INC COM Financial Services 103,166.0 $433K 0.00% NEW $4.20 +1.1%
1524 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 55,698.0 $433K 0.00% NEW $7.77 +18.3%
1525 THLV THOR FINL TECHNOLOGIES TR EQUAL WEIGHT LOW 14,447.0 $432K 0.00% NEW $29.87 +6.7%
1526 ALT ALTIMMUNE INC COM NEW Healthcare 119,440.0 $431K 0.00% NEW $3.61 -22.5%
1527 IOVA IOVANCE BIOTHERAPEUTICS INC COM Healthcare 157,540.0 $430K 0.00% NEW $2.73 +26.4%
1528 NHI NATIONAL HEALTH INVS INC COM Real Estate 5,603.0 $428K 0.00% NEW $76.37 +0.4%
1529 NUVEEN REAL ASSET INCOME G COM 31,415.0 $428K 0.00% NEW $13.61
1530 LAZ LAZARD INC COM Financial Services 8,736.0 $424K 0.00% NEW $48.56 -6.5%
1531 PRDO PERDOCEO ED CORP COM Consumer Defensive 14,359.0 $421K 0.00% NEW $29.33 +15.5%
1532 EMN EASTMAN CHEM CO COM Basic Materials 6,569.0 $419K 0.00% NEW $63.83 +6.8%
1533 BRIDGER AEROSPACE GRP HLDGS COM 228,845.0 $419K 0.00% NEW $1.83
1534 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 5,222.0 $418K 0.00% NEW $80.03 +26.1%
1535 CHCT COMMUNITY HEALTHCARE TR INC COM Real Estate 25,431.0 $418K 0.00% NEW $16.42 +5.6%
1536 EVEREST GROUP LTD COM 1,225.0 $416K 0.00% NEW $339.35
1537 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 14,156.0 $414K 0.00% NEW $29.27 +4.4%
1538 ARKF ARK ETF TR BLOCKCHAIN FIN 8,674.0 $413K 0.00% NEW $47.63 -14.9%
1539 ENTG ENTEGRIS INC COM Technology 4,862.0 $410K 0.00% NEW $84.25 +47.4%
1540 CHWY CHEWY INC CL A Consumer Cyclical 12,381.0 $409K 0.00% NEW $33.05 -40.5%
Page 77 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%