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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 15 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EEM ISHARES TR 501,182.0 $28.5M 0.04% +43K +9.4% $56.79 +14.4%
282 ROK ROCKWELL AUTOMATION INC Industrials 79,195.0 $28.4M 0.04% +34K +74.2% $358.88 +25.0%
283 BMY BRISTOL MYERS SQUIBB CO Healthcare 468,115.0 $28.4M 0.04% +22K +5.0% $60.65 -5.5%
284 PODD INSULET CORP Healthcare 133,415.0 $28.0M 0.04% +10K +8.5% $209.84 -29.7%
285 TKO TKO GROUP HOLDINGS INC Communication Services 138,624.0 $28.0M 0.04% -13K -8.4% $201.65 -5.7%
286 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6,608.0 $27.8M 0.04% +544.0 +9.0% $4210.32 -96.3%
287 VNOM VIPER ENERGY INC Energy 589,254.0 $27.7M 0.04% -19K -3.2% $46.99 +4.2%
288 MMM 3M CO Industrials 190,029.0 $27.6M 0.04% -59K -23.6% $145.23 +0.7%
289 GLDM WORLD GOLD TR Financial Services 293,852.0 $27.2M 0.04% -37K -11.2% $92.69 -2.7%
290 WWD WOODWARD INC Industrials 76,084.0 $27.2M 0.04% +73K +2271.7% $357.92 -2.4%
291 VYMI VANGUARD WHITEHALL FDS 283,665.0 $26.7M 0.04% +12K +4.5% $94.24 +5.4%
292 AMPX AMPRIUS TECHNOLOGIES INC Industrials 1,585,098.0 $26.7M 0.04% +812K +104.9% $16.86 -5.9%
293 EME EMCOR GROUP INC Industrials 35,967.0 $26.6M 0.04% +1K +3.5% $738.31 +23.7%
294 SYY SYSCO CORP Consumer Defensive 372,119.0 $26.5M 0.04% +4K +1.2% $71.33 +1.7%
295 GD GENERAL DYNAMICS CORP Industrials 77,113.0 $26.5M 0.04% +2K +2.4% $343.22 -2.5%
296 ILMN ILLUMINA INC Healthcare 213,519.0 $26.3M 0.04% -19K -8.2% $123.26 +15.6%
297 AZN ASTRAZENECA PLC Healthcare 133,378.0 $26.3M 0.04% NEW $197.22 -6.7%
298 HUBB HUBBELL INC Industrials 53,458.0 $26.2M 0.04% +51K +1942.7% $490.74 -2.2%
299 CNR CORE NATURAL RESOURCES INC Energy 250,141.0 $26.2M 0.04% +15K +6.5% $104.73 -19.9%
300 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 711,961.0 $26.2M 0.04% +4K +0.6% $36.75 +12.1%
Page 15 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%