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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 19 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SAGP ADVISORS INNER CIRCLE FD III STRATEGAS GBL PO 623,927.0 $21.1M 0.03% NEW $33.88 +2.4%
362 FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 227,192.0 $21.0M 0.03% NEW $92.51 +1.1%
363 VLO VALERO ENERGY CORP COM Energy 128,866.0 $21.0M 0.03% NEW $162.79 +57.5%
364 BSCR INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 1,054,839.0 $20.8M 0.03% NEW $19.74 -0.7%
365 CNR CORE NATURAL RESOURCES INC COM SHS Energy 234,934.0 $20.8M 0.03% NEW $88.51 -5.6%
366 CMCSA COMCAST CORP NEW CL A Communication Services 692,360.0 $20.7M 0.03% NEW $29.89 -16.2%
367 KMI KINDER MORGAN INC DEL COM Energy 750,492.0 $20.6M 0.03% NEW $27.49 +22.5%
368 BSCQ INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 1,052,020.0 $20.6M 0.03% NEW $19.58 -0.4%
369 MKC MCCORMICK CO INC COM NON VTG Consumer Defensive 300,910.0 $20.5M 0.03% NEW $68.11 -32.2%
370 IGSB ISHARES TR ISHS 1-5YR INVS 387,525.0 $20.5M 0.03% NEW $52.88 -1.3%
371 DSGX DESCARTES SYS GROUP INC COM Technology 232,314.0 $20.4M 0.03% NEW $87.66 -19.4%
372 ZBRA ZEBRA TECHNOLOGIES CORPORATI CL A Technology 83,570.0 $20.3M 0.03% NEW $242.82 +4.2%
373 ATO ATMOS ENERGY CORP COM Utilities 120,941.0 $20.3M 0.03% NEW $167.63 +6.8%
374 CAH CARDINAL HEALTH INC COM Healthcare 98,051.0 $20.1M 0.03% NEW $205.50 -2.6%
375 TGT TARGET CORP COM Consumer Defensive 205,540.0 $20.1M 0.03% NEW $97.75 +24.1%
376 SPHQ INVESCO EXCHANGE TRADED FD T SP500 QUALITY 265,935.0 $20.0M 0.03% NEW $75.05 +9.6%
377 PVAL PUTNAM ETF TRUST FOCUSED LAR CAP 437,315.0 $19.9M 0.03% NEW $45.57 +8.3%
378 SMH VANECK ETF TRUST SEMICONDUCTR ETF 54,480.0 $19.6M 0.03% NEW $360.13 +51.3%
379 POWL POWELL INDS INC COM Industrials 61,377.0 $19.6M 0.03% NEW $318.78 -16.9%
380 FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 72,509.0 $19.5M 0.03% NEW $269.18 +0.3%
Page 19 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%