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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 20 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CACI CACI INTL INC Technology 3,722.0 $2.0M 0.00% -311.0 -7.7% $543.87 -9.0%
382 SHV ISHARES TR 18,154.0 $2.0M 0.00% -128.0 -0.7% $110.39 -0.1%
383 NUV NUVEEN MUN VALUE FD INC Financial Services 220,166.0 $2.0M 0.00% -3K -1.2% $8.99 +1.0%
384 INFY INFOSYS LTD Technology 144,143.0 $1.9M 0.00% -153K -51.5% $13.51 -10.7%
385 ARKG ARK ETF TR 73,467.0 $1.9M 0.00% -43K -36.8% $26.42 +6.4%
386 KINIKSA PHARMACEUTICALS INTL 40,249.0 $1.9M 0.00% -2K -4.7% $48.15
387 IYR ISHARES TR 20,453.0 $1.9M 0.00% -2K -6.8% $94.56 +6.7%
388 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 21,372.0 $1.9M 0.00% -702.0 -3.2% $90.42 -7.4%
389 R RYDER SYS INC Industrials 9,380.0 $1.9M 0.00% -1K -10.9% $204.71 +12.8%
390 AFRM AFFIRM HLDGS INC Technology 41,814.0 $1.9M 0.00% -10K -19.3% $45.82 +40.6%
391 FTS FORTIS INC Utilities 34,217.0 $1.9M 0.00% -3K -7.5% $55.79 -1.9%
392 WSC WILLSCOT HLDGS CORP Industrials 109,840.0 $1.9M 0.00% -120K -52.2% $17.36 +41.0%
393 DDS DILLARDS INC Consumer Cyclical 3,303.0 $1.9M 0.00% -23.0 -0.7% $572.11 -5.8%
394 RY ROYAL BK CDA Financial Services 11,467.0 $1.9M 0.00% -638.0 -5.3% $161.78 +13.4%
395 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 164,300.0 $1.8M 0.00% -40K -19.7% $11.23 +0.7%
396 TTD THE TRADE DESK INC Technology 79,708.0 $1.8M 0.00% -3K -3.5% $22.69 -6.8%
397 RF REGIONS FINANCIAL CORP NEW Financial Services 68,675.0 $1.8M 0.00% -4K -5.1% $26.12 +2.1%
398 FPF FIRST TR INTER DURATN PFD Financial Services 99,580.0 $1.8M 0.00% -559.0 -0.6% $17.63 +1.5%
399 PSMT PRICESMART INC Consumer Defensive 11,662.0 $1.8M 0.00% -233.0 -2.0% $150.50 +5.8%
400 TRMB TRIMBLE INC Technology 26,719.0 $1.7M 0.00% -1K -4.1% $65.23 -15.5%
Page 20 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%