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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 11 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ICOW PACER FDS TR 988,530.0 $42.0M 0.07% +272K +38.0% $42.44 +5.8%
202 JEPI J P MORGAN EXCHANGE TRADED F 729,907.0 $41.4M 0.07% -279K -27.7% $56.68 -1.0%
203 IDCC INTERDIGITAL INC Technology 135,902.0 $41.0M 0.06% +6K +4.2% $302.00 -13.8%
204 BSV VANGUARD BD INDEX FDS 517,565.0 $40.6M 0.06% +63K +14.0% $78.41 -0.8%
205 EMXC ISHARES INC 510,922.0 $40.2M 0.06% +12K +2.5% $78.66 +18.9%
206 AEM AGNICO EAGLE MINES LTD Basic Materials 194,243.0 $39.4M 0.06% -15K -7.3% $202.98 -11.7%
207 CGGO CAPITAL GROUP GBL GROWTH EQT 1,179,162.0 $39.3M 0.06% -238K -16.8% $33.37 +15.5%
208 GILD GILEAD SCIENCES INC Healthcare 282,089.0 $39.3M 0.06% +7K +2.5% $139.37 -7.0%
209 UPS UNITED PARCEL SVCS INC Industrials 397,941.0 $39.1M 0.06% +10K +2.6% $98.38 +0.6%
210 FVD FIRST TR EXCHANGE TRADED FD 830,494.0 $39.1M 0.06% -50K -5.7% $47.03 +0.6%
211 COF CAPITAL ONE FINL CORP Financial Services 212,901.0 $38.8M 0.06% +35K +19.9% $182.43 +2.6%
212 XYL XYLEM INC Industrials 322,885.0 $38.6M 0.06% +72K +28.5% $119.50 -9.5%
213 AGG ISHARES TR 388,261.0 $38.5M 0.06% -20K -4.8% $99.27 -1.3%
214 NUE NUCOR CORP Basic Materials 227,672.0 $38.5M 0.06% -18K -7.5% $169.10 +34.3%
215 NOBL PROSHARES TR 361,235.0 $38.3M 0.06% +42K +13.3% $106.01 +0.7%
216 JEPQ J P MORGAN EXCHANGE TRADED F 687,726.0 $38.2M 0.06% +28K +4.3% $55.52 +7.5%
217 XT ISHARES TR 558,892.0 $38.1M 0.06% +12K +2.1% $68.15 +16.1%
218 CAVA CAVA GROUP INC Consumer Cyclical 470,634.0 $38.1M 0.06% -87K -15.6% $80.90 -1.2%
219 JAAA JANUS DETROIT STR TR 754,826.0 $38.0M 0.06% +197K +35.4% $50.37 +0.6%
220 FITB FIFTH THIRD BANCORP Financial Services 816,413.0 $37.9M 0.06% -13K -1.5% $46.46 +1.9%
Page 11 of 92  ·  1,826 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%