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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 34 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 VTWO VANGUARD SCOTTSDALE FDS 67,152.0 $6.7M 0.01% -2K -2.3% $100.17 +10.1%
662 FIRST TR EXCHANGE TRADED FD 292,101.0 $6.7M 0.01% NEW $22.95
663 VC VISTEON CORP Consumer Cyclical 73,526.0 $6.7M 0.01% +4K +5.0% $91.11 +19.1%
664 JNK SPDR SERIES TRUST 69,956.0 $6.7M 0.01% +3K +3.7% $95.72 -0.2%
665 PAYC PAYCOM SOFTWARE INC Technology 55,006.0 $6.7M 0.01% +5K +10.2% $121.54 +14.5%
666 CIBR FIRST TR EXCHANGE TRADED FD 106,226.0 $6.7M 0.01% -7K -6.1% $62.68 +28.3%
667 SR SPIRE INC Utilities 73,210.0 $6.6M 0.01% -21K -22.6% $90.54 -4.8%
668 TORTOISE CAPITAL SERIES TRUS 634,447.0 $6.6M 0.01% -58K -8.3% $10.43
669 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 20,484.0 $6.6M 0.01% -21K -50.4% $321.40 +9.5%
670 CPRT COPART INC Industrials 197,528.0 $6.6M 0.01% -508K -72.0% $33.20 +0.7%
671 NTRS NORTHERN TR CORP Financial Services 46,784.0 $6.5M 0.01% -471.0 -1.0% $139.57 +18.4%
672 IYE ISHARES TR 100,189.0 $6.5M 0.01% +72K +257.3% $64.77 -0.1%
673 FTGS FIRST TR EXCHANGE TRADED FD 190,283.0 $6.5M 0.01% +14K +7.7% $34.05 +5.8%
674 DINO HF SINCLAIR CORP Energy 103,093.0 $6.4M 0.01% +34K +49.0% $62.39 +12.7%
675 TDG TRANSDIGM GROUP INC Industrials 5,528.0 $6.4M 0.01% $1158.96 +2.0%
676 TER TERADYNE INC Technology 21,450.0 $6.4M 0.01% -7K -25.3% $296.46 +8.3%
677 ISHARES TR 285,030.0 $6.4M 0.01% +79K +38.2% $22.28
678 BDX BECTON DICKINSON CO Healthcare 40,389.0 $6.4M 0.01% +430.0 +1.1% $157.23 -6.5%
679 CHI CALAMOS CONV OPPORTUNITIES Financial Services 591,236.0 $6.3M 0.01% +48K +8.9% $10.74 +8.8%
680 WAFD WAFD INC Financial Services 200,139.0 $6.3M 0.01% -21K -9.5% $31.40 +11.7%
Page 34 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%