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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 12 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BE BLOOM ENERGY CORP Industrials 279,293.0 $37.8M 0.06% -46K -14.1% $135.49 +90.9%
222 DFAI DIMENSIONAL ETF TRUST 970,233.0 $37.8M 0.06% +179K +22.6% $38.96 +5.6%
223 IGIB ISHARES TR 707,296.0 $37.6M 0.06% +62K +9.6% $53.22 -1.1%
224 SDY SPDR SERIES TRUST 255,207.0 $37.2M 0.06% +11K +4.3% $145.94 +1.3%
225 MBB ISHARES TR 391,343.0 $37.2M 0.06% +55K +16.2% $94.95 -1.5%
226 VICI VICI PPTYS INC Real Estate 1,350,598.0 $36.9M 0.06% +152K +12.6% $27.32 +2.1%
227 DVY ISHARES TR 242,901.0 $36.8M 0.06% -14K -5.3% $151.41 +0.7%
228 VNQ VANGUARD INDEX FDS 408,541.0 $36.2M 0.06% +18K +4.5% $88.70 +7.1%
229 NSC NORFOLK SOUTHN CORP Industrials 125,843.0 $36.1M 0.06% -9K -6.9% $287.00 +10.1%
230 WMB WILLIAMS COS INC Energy 495,080.0 $36.0M 0.06% +14K +2.9% $72.78 +6.8%
231 MUB ISHARES TR 339,274.0 $36.0M 0.06% +11K +3.4% $106.15 -0.1%
232 SCHR SCHWAB STRATEGIC TR 1,445,430.0 $36.0M 0.06% +90K +6.6% $24.91 -1.6%
233 XLK SELECT SECTOR SPDR TR 265,827.0 $35.3M 0.06% -23K -7.9% $132.90 +31.2%
234 FPE FIRST TR EXCH TRADED FD III 1,962,134.0 $34.8M 0.05% +191K +10.8% $17.75 +1.5%
235 POWL POWELL INDS INC Industrials 64,250.0 $34.8M 0.05% +3K +4.7% $541.08 -45.9%
236 XLV SELECT SECTOR SPDR TR 236,708.0 $34.7M 0.05% +120K +102.0% $146.61 -0.6%
237 AWK AMERICAN WTR WKS CO INC NEW Utilities 251,020.0 $34.2M 0.05% -2K -0.6% $136.09 -8.3%
238 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 111,724.0 $34.0M 0.05% -22K -16.7% $304.08 +4.0%
239 FBND FIDELITY MERRIMACK STR TR 741,167.0 $33.8M 0.05% +9K +1.2% $45.62 -0.9%
240 ROL ROLLINS INC Consumer Cyclical 625,979.0 $33.4M 0.05% -92K -12.9% $53.41 +0.0%
Page 12 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%