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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 17 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AVUV AMERICAN CENTY ETF TR 217,361.0 $24.0M 0.04% +56K +34.8% $110.47 +7.2%
322 HEI HEICO CORP NEW Industrials 87,394.0 $24.0M 0.04% -15K -14.9% $274.20 +5.3%
323 SPYM SPDR SERIES TRUST 312,993.0 $24.0M 0.04% +14K +4.6% $76.54 +13.6%
324 SAGP ADVISORS INNER CIRCLE FD III 697,360.0 $23.9M 0.04% +73K +11.8% $34.31 +1.6%
325 RMD RESMED INC Healthcare 105,940.0 $23.8M 0.04% -24K -18.7% $224.48 -10.1%
326 SHY ISHARES TR 287,752.0 $23.8M 0.04% +15K +5.6% $82.57 -0.6%
327 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 324,343.0 $23.6M 0.04% +201K +162.4% $72.69 +11.3%
328 ATO ATMOS ENERGY CORP Utilities 127,222.0 $23.5M 0.04% +6K +5.2% $184.72 -3.4%
329 FIXD FIRST TR EXCHNG TRADED FD VI 538,337.0 $23.5M 0.04% +3K +0.7% $43.59 -0.9%
330 ITOT ISHARES TR 164,374.0 $23.4M 0.04% -13K -7.5% $142.43 +13.0%
331 FTC FIRST TR EXCHANGE TRADED ALP 151,568.0 $23.4M 0.04% +1K +0.7% $154.14 +12.2%
332 GGG GRACO INC Industrials 273,580.0 $23.2M 0.04% -50K -15.4% $84.65 -10.5%
333 ITA ISHARES TR 105,077.0 $23.0M 0.04% +5K +5.1% $218.75 +0.7%
334 PVAL PUTNAM ETF TRUST 492,201.0 $22.8M 0.04% +55K +12.6% $46.40 +7.3%
335 AVDE AMERICAN CENTY ETF TR 267,548.0 $22.7M 0.04% +257K +2561.6% $84.84 +6.2%
336 DBEF DBX ETF TR 453,194.0 $22.4M 0.04% $49.40 +5.2%
337 RJF RAYMOND JAMES FINL INC Financial Services 154,569.0 $22.4M 0.04% -30K -16.4% $144.79 +6.4%
338 PSX PHILLIPS 66 Energy 122,794.0 $22.4M 0.04% -90K -42.2% $182.18 -3.3%
339 CHDN CHURCHILL DOWNS INC Consumer Cyclical 246,774.0 $22.2M 0.04% -35K -12.6% $89.83 -2.1%
340 BROWN FORMAN CORP 835,597.0 $22.1M 0.04% +552K +195.0% $26.44
Page 17 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%