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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 18 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WBD WARNER BROS DISCOVERY INC Communication Services 97,934.0 $2.7M 0.00% -3K -3.1% $27.46 -1.7%
342 WMS ADVANCED DRAIN SYS INC DEL Industrials 19,391.0 $2.7M 0.00% -310.0 -1.6% $137.13 -1.1%
343 DRS LEONARDO DRS INC Industrials 59,720.0 $2.7M 0.00% -5K -7.7% $44.52 -6.8%
344 MTDR MATADOR RES CO Energy 42,064.0 $2.7M 0.00% -6K -11.9% $63.18 -4.5%
345 CHD CHURCH DWIGHT CO INC Consumer Defensive 28,364.0 $2.6M 0.00% -5K -13.9% $93.32 +3.7%
346 CNI CANADIAN NATL RY CO Industrials 25,435.0 $2.6M 0.00% -2K -6.1% $102.77 +8.8%
347 EUFN ISHARES TR 73,909.0 $2.6M 0.00% -738.0 -1.0% $34.85 +8.4%
348 XEL XCEL ENERGY INC Utilities 32,381.0 $2.6M 0.00% -464.0 -1.4% $79.44 -1.9%
349 EBAY EBAY INC. Consumer Cyclical 28,192.0 $2.6M 0.00% -9K -23.4% $91.02 +27.6%
350 EQH EQUITABLE HLDGS INC Financial Services 68,962.0 $2.6M 0.00% -7K -9.7% $37.11 +14.7%
351 ALMONTY INDS INC 175,092.0 $2.5M 0.00% -70K -28.5% $14.48
352 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 56,482.0 $2.5M 0.00% -992.0 -1.7% $44.84 +7.2%
353 MASI MASIMO CORP Healthcare 14,192.0 $2.5M 0.00% -16K -53.7% $177.87 +0.3%
354 CROX CROCS INC Consumer Cyclical 30,239.0 $2.5M 0.00% -181K -85.7% $83.02 +14.4%
355 XMPT VANECK ETF TRUST 115,741.0 $2.5M 0.00% -2K -1.9% $21.50 -0.1%
356 CORP PIMCO ETF TR 25,532.0 $2.5M 0.00% -2K -6.4% $96.80 -1.0%
357 IVZ INVESCO LTD Financial Services 101,291.0 $2.5M 0.00% -3K -3.2% $24.29 +11.7%
358 SANDISK CORP 3,864.0 $2.5M 0.00% -178.0 -4.4% $635.34
359 PLUG PLUG PWR INC Industrials 1,084,247.0 $2.5M 0.00% -2.0M -64.7% $2.26 +67.3%
360 OKLO OKLO INC Utilities 48,530.0 $2.4M 0.00% -18K -26.5% $49.59 +25.5%
Page 18 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%