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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 16 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 REGL PROSHARES TR 302,183.0 $26.1M 0.04% +5K +1.6% $86.41 +1.3%
302 SGOL ETFS GOLD TR Financial Services 582,230.0 $26.0M 0.04% +151K +35.0% $44.62 -3.8%
303 VEEV VEEVA SYS INC Healthcare 147,612.0 $25.9M 0.04% -46K -23.8% $175.66 -6.7%
304 JCI JOHNSON CONTROLS INTERNATION Industrials 197,788.0 $25.9M 0.04% -8K -3.8% $130.95 +4.5%
305 MO ALTRIA GROUP INC Consumer Defensive 392,255.0 $25.9M 0.04% $65.99 +12.6%
306 RPM RPM INTL INC Basic Materials 258,812.0 $25.7M 0.04% +7K +2.8% $99.40 -3.9%
307 LMBS FIRST TR EXCHANGE TRADED FD 514,944.0 $25.6M 0.04% -39K -7.1% $49.81 -0.4%
308 GNRC GENERAC HLDGS INC Industrials 130,532.0 $25.5M 0.04% +54K +70.0% $195.33 +25.4%
309 IGSB ISHARES TR 484,583.0 $25.5M 0.04% +97K +25.1% $52.56 -0.7%
310 KMI KINDER MORGAN INC DEL Energy 755,809.0 $25.3M 0.04% +5K +0.7% $33.53 +2.4%
311 SPHQ INVESCO EXCHANGE TRADED FD T 336,313.0 $25.3M 0.04% +70K +26.5% $75.19 +9.5%
312 SPYV SPDR SERIES TRUST 444,837.0 $25.2M 0.04% $56.58 +6.5%
313 TGT TARGET CORP Consumer Defensive 205,159.0 $24.9M 0.04% $121.20 +4.2%
314 IJK ISHARES TR 246,667.0 $24.8M 0.04% +1K +0.5% $100.62 +8.3%
315 BROS DUTCH BROS INC Consumer Cyclical 488,644.0 $24.8M 0.04% -47K -8.7% $50.66 +4.5%
316 DLN WISDOMTREE TR 276,256.0 $24.7M 0.04% -74K -21.0% $89.33 +6.6%
317 IWS ISHARES TR 169,103.0 $24.6M 0.04% +1K +0.8% $145.74 +6.4%
318 AMT AMERICAN TOWER CORP Real Estate 142,714.0 $24.6M 0.04% +21K +17.6% $172.58 +6.3%
319 SUSA ISHARES TR 184,874.0 $24.4M 0.04% $132.10 +13.1%
320 SPMB SPDR SERIES TRUST 1,075,176.0 $24.1M 0.04% +44K +4.2% $22.39 -1.9%
Page 16 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%