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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 30 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EFAV ISHARES TR 102,020.0 $9.3M 0.01% +12K +13.9% $91.37 +0.3%
582 DYNF BLACKROCK ETF TRUST 160,046.0 $9.3M 0.01% -18K -10.2% $58.18 +12.8%
583 AJG GALLAGHER ARTHUR J CO Financial Services 42,763.0 $9.3M 0.01% +8K +22.4% $216.58 -6.1%
584 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 267,872.0 $9.3M 0.01% -12K -4.3% $34.57 +8.4%
585 PSA PUBLIC STORAGE OPER CO Real Estate 34,005.0 $9.2M 0.01% +3K +8.8% $270.88 +9.3%
586 CGMU CAPITAL GRP FIXED INCM ETF T 338,896.0 $9.2M 0.01% +15K +4.5% $27.15 -0.1%
587 NWN NORTHWEST NAT HLDG CO Utilities 172,740.0 $9.2M 0.01% +50K +40.7% $53.22 -6.9%
588 IQVIA HLDGS INC 53,899.0 $9.2M 0.01% +8K +17.6% $170.54
589 FLXR TCW ETF TRUST 233,483.0 $9.2M 0.01% +91K +64.1% $39.27 -0.8%
590 CHRW C H ROBINSON WORLDWIDE IN Industrials 55,117.0 $9.2M 0.01% +3K +5.6% $166.07 +2.2%
591 STZ CONSTELLATION BRANDS INC Consumer Defensive 60,904.0 $9.1M 0.01% +305.0 +0.5% $150.00 -1.6%
592 MELI MERCADOLIBRE INC Consumer Cyclical 5,272.0 $9.1M 0.01% -100.0 -1.9% $1729.02 -8.3%
593 VSS VANGUARD INTL EQUITY INDEX F 62,476.0 $9.1M 0.01% +878.0 +1.4% $145.79 +6.8%
594 KMB KIMBERLY CLARK CORP Consumer Defensive 93,828.0 $9.1M 0.01% -6K -6.0% $96.47 +0.1%
595 IXUS ISHARES TR 104,141.0 $9.0M 0.01% +16K +18.7% $86.64 +7.4%
596 MTH MERITAGE HOMES CORP Consumer Cyclical 145,449.0 $9.0M 0.01% +8K +5.8% $61.84 -1.0%
597 D DOMINION ENERGY INC Utilities 145,064.0 $9.0M 0.01% +104K +254.4% $61.82 +9.3%
598 FENI FIDELITY COVINGTON TRUST 240,058.0 $8.9M 0.01% NEW $37.20 +5.2%
599 CGIE CAPITAL GROUP INTERNATIONAL 262,628.0 $8.9M 0.01% +203K +340.1% $33.82 +4.6%
600 RNG RINGCENTRAL INC Technology 236,212.0 $8.8M 0.01% NEW $37.19 +9.4%
Page 30 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%