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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 19 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PBA PEMBINA PIPELINE CORP Energy 53,082.0 $2.4M 0.00% -8K -13.4% $44.76 +10.0%
362 HQY HEALTHEQUITY INC Healthcare 27,569.0 $2.3M 0.00% -11K -27.9% $83.57 -0.4%
363 ILCV ISHARES TR 24,421.0 $2.3M 0.00% -2K -6.1% $93.14 +7.4%
364 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 10,224.0 $2.3M 0.00% -11K -52.6% $222.07 +61.5%
365 VOOG VANGUARD ADMIRAL FDS INC 5,445.0 $2.2M 0.00% -256.0 -4.5% $407.69 -80.0%
366 UFOX ETF SER SOLUTIONS 32,518.0 $2.2M 0.00% -606.0 -1.8% $68.18 +35.4%
367 PWV INVESCO EXCHANGE TRADED FD T 31,729.0 $2.2M 0.00% -524.0 -1.6% $69.71 +5.3%
368 DRI DARDEN RESTAURANTS INC Consumer Cyclical 11,161.0 $2.2M 0.00% -170.0 -1.5% $196.04 -2.0%
369 FXL FIRST TR EXCHANGE TRADED FD 13,649.0 $2.2M 0.00% -680.0 -4.8% $158.87 +20.8%
370 RAVI FLEXSHARES TR 28,228.0 $2.1M 0.00% -673.0 -2.3% $75.41 -0.1%
371 ICSH ISHARES TR 41,950.0 $2.1M 0.00% -991.0 -2.3% $50.62 -0.2%
372 NTRA NATERA INC Healthcare 10,531.0 $2.1M 0.00% -807.0 -7.1% $199.99 -2.5%
373 OEF ISHARES TR 6,618.0 $2.1M 0.00% -13K -66.8% $318.07 +15.6%
374 GIS GENERAL MILLS INC Consumer Defensive 56,293.0 $2.1M 0.00% -13K -19.1% $37.22 -11.1%
375 SCHB SCHWAB STRATEGIC TR 83,157.0 $2.1M 0.00% -456.0 -0.6% $25.10 +12.7%
376 RMBS RAMBUS INC DEL Technology 24,090.0 $2.1M 0.00% -14K -37.3% $86.03 +41.6%
377 UNILEVER PLC 36,238.0 $2.1M 0.00% -34K -48.2% $56.97
378 SYF SYNCHRONY FINANCIAL Financial Services 30,043.0 $2.0M 0.00% -309.0 -1.0% $68.02 +4.9%
379 CTA SIMPLIFY EXCHANGE TRADED FUN 67,126.0 $2.0M 0.00% -92K -57.8% $30.22 +7.4%
380 VIS VANGUARD WORLD FD 6,495.0 $2.0M 0.00% -3K -33.3% $312.22 +6.3%
Page 19 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%