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Portfolio (Quarterly) Guide ↗

Baird Financial Group, Inc.

· CIK 0001648711
13F Portfolio $64.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1786 New
Page 10 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CGUS CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 1,200,607.0 $48.3M 0.07% NEW $40.23 +7.9%
182 XLE SELECT SECTOR SPDR TR STATE STREET ENE 1,068,610.0 $47.8M 0.07% NEW $44.71 +35.4%
183 CW CURTISS WRIGHT CORP COM Industrials 85,427.0 $47.1M 0.07% NEW $551.27 +28.9%
184 HON HONEYWELL INTL INC COM Industrials 237,236.0 $46.3M 0.07% NEW $195.09 +11.3%
185 IWP ISHARES TR RUS MD CP GR ETF 334,953.0 $45.9M 0.07% NEW $136.94 -0.7%
186 GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 344,376.0 $45.6M 0.07% NEW $132.37 +5.8%
187 LMT LOCKHEED MARTIN CORP COM Industrials 94,182.0 $45.6M 0.07% NEW $483.67 +9.2%
188 C CITIGROUP INC COM NEW Financial Services 390,211.0 $45.5M 0.07% NEW $116.69 +4.8%
189 IJJ ISHARES TR SP MC 400VL ETF 344,298.0 $45.3M 0.07% NEW $131.59 +5.3%
190 PEN PENUMBRA INC COM Healthcare 145,675.0 $45.3M 0.07% NEW $310.91 +5.0%
191 PM PHILIP MORRIS INTL INC COM Consumer Defensive 270,151.0 $43.3M 0.07% NEW $160.40 +19.4%
192 VEEV VEEVA SYS INC CL A COM Healthcare 193,805.0 $43.3M 0.07% NEW $223.23 -26.6%
193 ROL ROLLINS INC COM Consumer Cyclical 718,402.0 $43.1M 0.07% NEW $60.02 -9.0%
194 COF CAPITAL ONE FINL CORP COM Financial Services 177,631.0 $43.1M 0.07% NEW $242.36 -22.8%
195 NKE NIKE INC CL B Consumer Cyclical 672,726.0 $42.9M 0.07% NEW $63.71 -33.2%
196 IUSB ISHARES TR CORE UNIVRSL USD 914,245.0 $42.5M 0.07% NEW $46.54 -1.8%
197 VRT VERTIV HOLDINGS CO COM CL A Industrials 258,790.0 $41.9M 0.07% NEW $162.01 +109.7%
198 XLK SELECT SECTOR SPDR TR STATE STREET TEC 288,642.0 $41.6M 0.07% NEW $143.97 +21.1%
199 IDCC INTERDIGITAL INC COM Technology 130,383.0 $41.5M 0.07% NEW $318.38 -17.1%
200 AGG ISHARES TR CORE US AGGBD ET 407,787.0 $40.7M 0.06% NEW $99.88 -1.9%
Page 10 of 90  ·  1,786 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 24.6%
Financial Services 19.3%
Industrials 13.6%
Communication Services 11.5%
Consumer Cyclical 10.8%
Healthcare 9.1%
Utilities 3.6%
Consumer Defensive 3.6%
Energy 1.9%
Basic Materials 1.5%