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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 14 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 URI UNITED RENTALS INC COM Industrials 38,381.0 $31.1M 0.05% NEW $809.32 +18.8%
262 DLN WISDOMTREE TR US LARGECAP DIVD 349,806.0 $30.8M 0.05% NEW $88.08 +8.0%
263 SAMT ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 797,414.0 $30.7M 0.05% NEW $38.51 +15.8%
264 DUHP DIMENSIONAL ETF TRUST US HIGH PROFITAB 805,464.0 $30.6M 0.05% NEW $38.03 +4.7%
265 ILMN ILLUMINA INC COM Healthcare 232,686.0 $30.5M 0.05% NEW $131.16 +8.7%
266 VBR VANGUARD INDEX FDS SM CP VAL ETF 143,982.0 $30.5M 0.05% NEW $211.79 +7.8%
267 MDY SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP Financial Services 50,502.0 $30.5M 0.05% NEW $603.28 +9.1%
268 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 335,584.0 $30.2M 0.05% NEW $90.03 +7.8%
269 DFAI DIMENSIONAL ETF TRUST INTL CORE EQT MK 791,632.0 $30.2M 0.05% NEW $38.11 +8.0%
270 IUSV ISHARES TR CORE SP US VLU 293,611.0 $30.1M 0.05% NEW $102.54 +6.1%
271 RJF RAYMOND JAMES FINL INC COM Financial Services 184,804.0 $29.7M 0.05% NEW $160.59 -4.0%
272 XPO XPO INC COM Industrials 217,132.0 $29.5M 0.05% NEW $135.91 +50.3%
273 CENCORA INC COM 86,603.0 $29.3M 0.05% NEW $337.75
274 WMB WILLIAMS COS INC COM Energy 481,179.0 $28.9M 0.04% NEW $60.11 +29.3%
275 CRWD CROWDSTRIKE HLDGS INC CL A Technology 61,497.0 $28.8M 0.04% NEW $468.76 +26.7%
276 IJS ISHARES TR SP SMCP600VL ETF 253,244.0 $28.8M 0.04% NEW $113.72 +11.0%
277 CGXU CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 969,747.0 $28.7M 0.04% NEW $29.55 +10.6%
278 FISV FISERV INC COM Technology 425,048.0 $28.6M 0.04% NEW $67.17 -17.6%
279 FNV FRANCO NEV CORP COM Basic Materials 136,931.0 $28.4M 0.04% NEW $207.28 +8.7%
280 GLDM WORLD GOLD TR SPDR GLD MINIS Financial Services 331,035.0 $28.3M 0.04% NEW $85.37 +5.6%
Page 14 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%