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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 17 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KAI KADANT INC Industrials 10,676.0 $3.1M 0.01% -1K -10.3% $292.35 +9.7%
322 IHDG WISDOMTREE TR 63,578.0 $3.1M 0.01% -92K -59.1% $48.15 +3.6%
323 ACWI ISHARES TR 22,032.0 $3.0M 0.01% -3K -13.3% $138.37 +11.2%
324 VMC VULCAN MATLS CO Basic Materials 11,079.0 $3.0M 0.01% -84.0 -0.8% $272.30 -1.8%
325 ALHC ALIGNMENT HEALTHCARE INC Healthcare 171,014.0 $3.0M 0.01% -13K -7.3% $17.62 -9.5%
326 BBIO BRIDGEBIO PHARMA INC Healthcare 40,531.0 $3.0M 0.01% -279.0 -0.7% $74.26 -13.2%
327 CR CRANE COMPANY Industrials 17,235.0 $2.9M 0.01% -296.0 -1.7% $171.00 +0.7%
328 TARS TARSUS PHARMACEUTICALS INC Healthcare 41,977.0 $2.9M 0.01% -5K -10.6% $70.15 -9.4%
329 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 118,844.0 $2.9M 0.01% -95K -44.4% $24.39 +2.2%
330 INSM INSMED INC Healthcare 17,688.0 $2.9M 0.01% -2K -10.1% $163.52 -35.3%
331 CCL CARNIVAL CORP Consumer Cyclical 111,033.0 $2.9M 0.00% -3K -2.4% $25.88 -4.5%
332 BOOT BOOT BARN HLDGS INC Consumer Cyclical 19,574.0 $2.9M 0.00% -2K -10.4% $146.36 -4.7%
333 HLI HOULIHAN LOKEY INC Financial Services 19,789.0 $2.8M 0.00% -5K -21.2% $143.62 +6.3%
334 FEX FIRST TR EXCHANGE TRADED ALP 23,242.0 $2.8M 0.00% -462.0 -1.9% $121.93 +6.1%
335 NRG NRG ENERGY INC Utilities 19,198.0 $2.8M 0.00% -10K -35.1% $146.14 -14.5%
336 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 6,995.0 $2.7M 0.00% -3K -30.0% $391.76 +86.9%
337 NSA NATIONAL STORAGE AFFILIATES Real Estate 72,468.0 $2.7M 0.00% -9K -10.6% $37.74 +10.1%
338 AMP AMERIPRISE FINL INC Financial Services 6,149.0 $2.7M 0.00% -921.0 -13.0% $444.40 +6.7%
339 SOFI SOFI TECHNOLOGIES INC Financial Services 171,127.0 $2.7M 0.00% -87K -33.7% $15.88 -2.2%
340 TDIV FIRST TR EXCHANGE TRADED FD 28,974.0 $2.7M 0.00% -2K -6.5% $93.66 +18.5%
Page 17 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%