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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 14 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DTE DTE ENERGY CO Utilities 32,518.0 $4.8M 0.01% -1K -4.2% $146.22 -3.6%
262 XLY SELECT SECTOR SPDR TR 43,381.0 $4.7M 0.01% -37K -46.2% $108.98 +6.7%
263 HYMB SPDR SERIES TRUST 187,724.0 $4.7M 0.01% -32K -14.7% $24.80 +0.2%
264 VONE VANGUARD SCOTTSDALE FDS 15,488.0 $4.6M 0.01% -562.0 -3.5% $295.12 +12.6%
265 PREF PRINCIPAL EXCHANGE TRADED FD 241,299.0 $4.5M 0.01% -8K -3.1% $18.82 +0.7%
266 SCHV SCHWAB STRATEGIC TR 148,524.0 $4.5M 0.01% -16K -9.7% $30.50 +6.6%
267 ICF ISHARES TR 72,823.0 $4.5M 0.01% -5K -6.9% $61.89 +7.7%
268 SCHH SCHWAB STRATEGIC TR 207,839.0 $4.5M 0.01% -7K -3.4% $21.49 +7.8%
269 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 55,271.0 $4.5M 0.01% -371.0 -0.7% $80.56 -8.0%
270 MCO MOODYS CORP Financial Services 10,186.0 $4.4M 0.01% -905.0 -8.2% $436.25 +0.8%
271 AZO AUTOZONE INC Consumer Cyclical 1,310.0 $4.4M 0.01% -60.0 -4.4% $3377.78 -1.8%
272 IRM IRON MTN INC DEL Real Estate 42,707.0 $4.4M 0.01% -3K -6.9% $102.14 +20.6%
273 FLRN SPDR SERIES TRUST 140,867.0 $4.3M 0.01% -4K -2.5% $30.78 +0.0%
274 EA ELECTRONIC ARTS INC Communication Services 21,192.0 $4.3M 0.01% -15K -42.0% $203.87 -1.2%
275 O REALTY INCOME CORP Real Estate 69,571.0 $4.3M 0.01% -3K -4.1% $61.18 +0.6%
276 COCO VITA COCO CO INC Consumer Defensive 88,742.0 $4.3M 0.01% -10K -10.6% $47.91 +63.1%
277 CBRE CBRE GROUP INC Real Estate 31,208.0 $4.2M 0.01% -591.0 -1.9% $135.46 -3.4%
278 OLED UNIVERSAL DISPLAY CORP Technology 45,925.0 $4.2M 0.01% -352.0 -0.8% $91.66 -2.0%
279 MUR MURPHY OIL CORP Energy 101,989.0 $4.2M 0.01% -7K -6.5% $41.25 -1.8%
280 FTXL FIRST TR EXCHANGE TRADED FD 28,447.0 $4.2M 0.01% -1K -4.4% $147.47 +55.0%
Page 14 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%