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Portfolio (Quarterly) Guide ↗

Baird Financial Group, Inc.

· CIK 0001648711
13F Portfolio $64.0B AUM 3,212 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 146 New 824 Added 675 Reduced 106 Exited
Page 13 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QQEW FIRST TR EXCHANGE TRADED FD 48,965.0 $6.2M 0.01% -4K -6.7% $126.97 +13.5%
242 CEG CONSTELLATION ENERGY CORP Utilities 22,171.0 $6.2M 0.01% -10K -31.5% $279.26 -5.2%
243 FTSM FIRST TR EXCHANGE TRADED FD 99,733.0 $6.0M 0.01% -57K -36.2% $59.78 +0.2%
244 DTM DT MIDSTREAM INC Energy 43,707.0 $5.9M 0.01% -32K -42.3% $134.67 +9.9%
245 MP MP MATERIALS CORP Basic Materials 120,141.0 $5.8M 0.01% -1K -1.2% $48.26 +21.1%
246 VALE VALE S A Basic Materials 364,139.0 $5.8M 0.01% -6K -1.5% $15.91 +3.7%
247 EMB ISHARES TR 61,286.0 $5.8M 0.01% -12K -16.1% $93.93 +0.9%
248 GKOS GLAUKOS CORP Healthcare 52,801.0 $5.7M 0.01% -3K -4.8% $107.66 +34.0%
249 TPL TEXAS PACIFIC LAND CORPORATI Energy 11,950.0 $5.7M 0.01% -68.0 -0.6% $474.56 -19.1%
250 DFAT DIMENSIONAL ETF TRUST 87,765.0 $5.5M 0.01% -20K -18.5% $62.45 +4.8%
251 ACGL ARCH CAP GROUP LTD Financial Services 56,927.0 $5.5M 0.01% -1K -2.4% $95.99 -1.9%
252 PDBC INVESCO ACTVELY MNGD ETC FD 315,485.0 $5.5M 0.01% -135K -30.0% $17.32 +7.7%
253 MUNI PIMCO ETF TR 103,628.0 $5.4M 0.01% -2K -2.3% $52.19 -0.3%
254 CGDG CAPITAL GROUP DIVIDEND GROWE 146,603.0 $5.3M 0.01% -24K -14.1% $35.90 +3.5%
255 WTRG ESSENTIAL UTILS INC Utilities 129,188.0 $5.2M 0.01% -4K -3.0% $40.27 -6.8%
256 COWG PACER FDS TR 150,777.0 $5.1M 0.01% -31K -16.9% $33.74 +9.8%
257 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 38,589.0 $5.1M 0.01% -4K -8.6% $131.74 +20.5%
258 SPSM SPDR SERIES TRUST 103,255.0 $5.0M 0.01% -4K -3.8% $48.32 +8.1%
259 SNOW SNOWFLAKE INC Technology 32,128.0 $4.8M 0.01% -686.0 -2.1% $150.82 +4.9%
260 DKS DICKS SPORTING GOODS INC Consumer Cyclical 24,081.0 $4.8M 0.01% -244.0 -1.0% $198.29 +7.3%
Page 13 of 34  ·  675 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 23.0%
Financial Services 18.0%
Industrials 14.5%
Consumer Cyclical 11.4%
Communication Services 10.9%
Healthcare 8.8%
Utilities 4.3%
Consumer Defensive 4.0%
Energy 2.7%
Basic Materials 1.8%