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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 22 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CENCORA INC 51,961.0 $16.3M 0.03% -35K -40.0% $314.14
422 BSCV INVESCO EXCH TRD SLF IDX FD 987,210.0 $16.2M 0.03% +35K +3.7% $16.46 -1.2%
423 VTIP VANGUARD MALVERN FDS 325,004.0 $16.2M 0.03% +254K +359.9% $49.95 +0.7%
424 CORPAY INC 55,774.0 $16.2M 0.03% -498.0 -0.9% $290.99
425 IWO ISHARES TR 51,572.0 $16.2M 0.03% +1K +2.1% $313.81 +13.0%
426 COKE COCA COLA CONS INC Consumer Defensive 84,375.0 $16.2M 0.03% +4K +4.8% $191.74 -10.3%
427 CF CF INDUSTRIES HOLD Basic Materials 124,391.0 $16.2M 0.03% +22K +21.2% $129.84 -1.4%
428 XLP SELECT SECTOR SPDR TR 196,808.0 $16.1M 0.03% +117K +146.0% $81.98 +5.1%
429 VOT VANGUARD INDEX FDS 62,560.0 $16.1M 0.03% +5K +8.0% $257.35 +9.6%
430 BSCW INVESCO EXCH TRD SLF IDX FD 781,137.0 $16.1M 0.03% +32K +4.2% $20.59 -1.4%
431 RACE FERRARI N V Consumer Cyclical 47,209.0 $16.0M 0.03% +44K +1517.8% $338.45 -1.8%
432 KR KROGER CO Consumer Defensive 220,353.0 $15.9M 0.03% +9K +4.2% $72.36 -2.3%
433 MATX MATSON INC Industrials 97,065.0 $15.9M 0.03% +2K +2.3% $163.94 +10.8%
434 VGK VANGUARD INTL EQUITY INDEX F 190,632.0 $15.7M 0.03% +4K +2.4% $82.43 +5.3%
435 PL PLANET LABS PBC Industrials 560,562.0 $15.7M 0.02% -286K -33.8% $27.95 +44.9%
436 CRWD CROWDSTRIKE HLDGS INC Technology 39,771.0 $15.5M 0.02% -22K -35.3% $390.41 +58.5%
437 VENTURE GLOBAL INC 984,948.0 $15.5M 0.02% NEW $15.76
438 CSX CSX CORP Industrials 377,751.0 $15.5M 0.02% +2K +0.7% $41.05 +13.2%
439 MTCH MATCH GROUP INC NEW Communication Services 504,640.0 $15.5M 0.02% +27K +5.6% $30.71 +15.8%
440 QDF FLEXSHARES TR 195,321.0 $15.4M 0.02% +19K +10.6% $79.09 +10.6%
Page 22 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%