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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 26 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TTEQ T ROWE PRICE ETF INC 423,263.0 $12.8M 0.02% NEW $30.26 +32.3%
502 VSGX VANGUARD WORLD FD 178,164.0 $12.8M 0.02% +14K +8.7% $71.73 +9.2%
503 FORTINET INC 154,174.0 $12.6M 0.02% -37K -19.5% $81.72
504 ONTO ONTO INNOVATION INC Technology 61,262.0 $12.6M 0.02% +2K +3.0% $205.07 +24.1%
505 SPOT SPOTIFY TECHNOLOGY S A Communication Services 25,897.0 $12.6M 0.02% -2K -5.5% $484.91 -8.2%
506 WING WINGSTOP INC Consumer Cyclical 80,845.0 $12.5M 0.02% -16K -16.6% $154.97 -16.8%
507 XYLD GLOBAL X FDS 318,080.0 $12.4M 0.02% -28K -8.0% $39.13 +2.3%
508 LEIDOS HOLDINGS INC 79,760.0 $12.4M 0.02% +3K +3.2% $155.52
509 DDOG DATADOG INC Technology 104,290.0 $12.3M 0.02% -97K -48.2% $118.05 +76.9%
510 XLI SELECT SECTOR SPDR TR 76,053.0 $12.3M 0.02% +9K +13.9% $161.73 +4.3%
511 MET METLIFE INC Financial Services 173,789.0 $12.3M 0.02% -44K -20.0% $70.72 +15.1%
512 CGNG CAPITAL GROUP NEW GEOGRAPHY 389,062.0 $12.3M 0.02% +135K +53.3% $31.57 +10.3%
513 CL COLGATE PALMOLIVE CO Consumer Defensive 142,953.0 $12.2M 0.02% +10K +7.3% $85.23 +5.6%
514 ISHARES TR 529,198.0 $12.1M 0.02% +72K +15.7% $22.91
515 FPEI FIRST TR EXCH TRADED FD III 631,986.0 $12.0M 0.02% +14K +2.3% $19.00 +0.8%
516 SM SM ENERGY COMPANY Energy 383,177.0 $11.9M 0.02% +78K +25.6% $31.18 +6.4%
517 SLYV SPDR SERIES TRUST 125,097.0 $11.8M 0.02% +6K +4.7% $94.58 +5.6%
518 NVO NOVO NORDISK A S Healthcare 320,799.0 $11.8M 0.02% -1.6M -83.4% $36.75 +20.5%
519 SAMM ADVISORS INNER CIRCLE FD III 389,152.0 $11.8M 0.02% +23K +6.2% $30.20 +2.2%
520 XLC SELECT SECTOR SPDR TR 105,513.0 $11.7M 0.02% -41K -28.0% $110.86 +4.5%
Page 26 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%