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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 14 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 T ATT INC Communication Services 1,051,189.0 $30.5M 0.05% +109K +11.6% $28.99 -17.1%
262 MAR MARRIOTT INTL INC NEW Consumer Cyclical 93,160.0 $30.5M 0.05% +8K +9.6% $327.07 +8.0%
263 FDL FIRST TR EXCHANGE TRADED FD 593,781.0 $30.2M 0.05% +159K +36.6% $50.80 -1.3%
264 RDVI FIRST TR EXCHANGE TRADED FD 1,177,764.0 $30.1M 0.05% +177K +17.7% $25.55 +6.1%
265 IJS ISHARES TR 251,891.0 $29.8M 0.05% -1K -0.5% $118.45 +6.6%
266 DFIV DIMENSIONAL ETF TRUST 564,454.0 $29.8M 0.05% +219K +63.5% $52.78 +4.9%
267 VLO VALERO ENERGY CORP Energy 120,516.0 $29.8M 0.05% -8K -6.5% $247.08 +1.5%
268 URI UNITED RENTALS INC Industrials 40,753.0 $29.7M 0.05% +2K +6.2% $728.56 +31.9%
269 KLAC KLA CORP Technology 20,164.0 $29.7M 0.05% +5K +35.8% $1472.43 +22.5%
270 ULS UL SOLUTIONS INC Industrials 345,585.0 $29.6M 0.05% +233K +206.0% $85.71 +15.5%
271 DXCM DEXCOM INC Healthcare 466,080.0 $29.3M 0.05% +145K +45.1% $62.80 -1.9%
272 VGT VANGUARD WORLD FD 41,645.0 $29.1M 0.04% -2K -4.4% $697.72 -83.9%
273 DFAU DIMENSIONAL ETF TRUST 643,823.0 $29.0M 0.04% +187K +40.9% $45.12 +12.3%
274 CGXU CAPITAL GROUP INTL FOCUS EQT 983,506.0 $29.0M 0.04% +14K +1.4% $29.49 +10.9%
275 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 99,670.0 $29.0M 0.04% +5K +4.8% $290.49 +1.0%
276 SO SOUTHERN CO Utilities 299,473.0 $28.9M 0.04% -2K -0.7% $96.52 -4.1%
277 VONV VANGUARD SCOTTSDALE FDS 307,467.0 $28.8M 0.04% +41K +15.4% $93.74 +8.9%
278 XLU SELECT SECTOR SPDR TR 626,228.0 $28.7M 0.04% -31K -4.7% $45.89 -4.2%
279 CGMS CAPITAL GRP FIXED INCM ETF T 1,052,298.0 $28.7M 0.04% +162K +18.2% $27.23 +0.4%
280 UNH UNITEDHEALTH GROUP INC Healthcare 105,767.0 $28.6M 0.04% -15K -12.5% $270.59 +45.6%
Page 14 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%