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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 88 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 PGZ PRINCIPAL REAL ESTATE INCOME SHS BEN INT Financial Services 17,970.0 $180K NEW $10.01 -3.1%
1742 BLUE OWL CAPITAL CORPORATION COM 13,712.0 $170K NEW $12.43
1743 NUVEEN DOW 30 DYNMC OVERWRT SHS 10,930.0 $167K NEW $15.26
1744 PBI PITNEY BOWES INC COM Industrials 15,705.0 $166K NEW $10.57 +49.7%
1745 TITN TITAN MACHY INC COM Industrials 11,000.0 $165K NEW $15.04 +34.0%
1746 SXC SUNCOKE ENERGY INC COM Energy 22,929.0 $165K NEW $7.20 +9.9%
1747 BYND BEYOND MEAT INC COM Consumer Defensive 200,025.0 $164K NEW $0.82 -1.9%
1748 EIM EATON VANCE MUN BD FD COM Financial Services 16,809.0 $164K NEW $9.73 +0.2%
1749 PRGO PERRIGO CO PLC SHS Healthcare 11,518.0 $160K NEW $13.92 -22.1%
1750 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 25,992.0 $160K NEW $6.16 -15.9%
1751 FUBOTV INC CLASS A COM SHS 62,938.0 $159K NEW $2.52
1752 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 10,081.0 $157K NEW $15.59 +6.7%
1753 BLACKROCK INCOME TR INC COM NEW 14,008.0 $155K NEW $11.04
1754 CC CHEMOURS CO COM Basic Materials 13,110.0 $155K NEW $11.79 +96.2%
1755 TLS TELOS CORP MD COM Technology 30,000.0 $153K NEW $5.10 -17.1%
1756 SEM SELECT MED HLDGS CORP COM Healthcare 10,258.0 $152K NEW $14.85 +10.8%
1757 ARLO ARLO TECHNOLOGIES INC COM Industrials 10,823.0 $151K NEW $13.99 -11.9%
1758 EMBC EMBECTA CORP COMMON STOCK Healthcare 12,463.0 $148K NEW $11.88 -73.6%
1759 PR PERMIAN RESOURCES CORP CLASS A COM Energy 10,518.0 $148K NEW $14.03 +44.0%
1760 VTRS VIATRIS INC COM Healthcare 10,925.0 $136K NEW $12.45 +38.6%
Page 88 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%