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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 41 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 MASI MASIMO CORP COM Healthcare 30,679.0 $4.0M 0.01% NEW $130.06 +37.4%
802 ELV ELEVANCE HEALTH INC FORMERLY COM Healthcare 11,382.0 $4.0M 0.01% NEW $350.56 +11.2%
803 JPIE J P MORGAN EXCHANGE TRADED F INCOME ETF 86,034.0 $4.0M 0.01% NEW $46.29 -0.8%
804 SNPS SYNOPSYS INC COM Technology 8,431.0 $4.0M 0.01% NEW $469.72 +6.2%
805 BROWN FORMAN CORP CL A 150,382.0 $4.0M 0.01% NEW $26.31
806 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 46,223.0 $4.0M 0.01% NEW $85.55 -8.1%
807 FYX FIRST TR EXCHANGE-TRADED ALP COM SHS 34,843.0 $3.9M 0.01% NEW $113.14 +16.7%
808 ISHARES TR IBOND DEC 2030 196,727.0 $3.9M 0.01% NEW $19.84
809 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 134,899.0 $3.9M 0.01% NEW $28.78 +71.7%
810 CCJ CAMECO CORP COM Energy 42,364.0 $3.9M 0.01% NEW $91.49 +15.1%
811 WIA WESTERN ASST INFLTN LKD INM COM SH BEN INT Financial Services 467,023.0 $3.9M 0.01% NEW $8.27 -2.5%
812 FTXL FIRST TR EXCHANGE TRADED FD NASDQ SEMCNDTR 29,765.0 $3.9M 0.01% NEW $129.53 +86.3%
813 AFRM AFFIRM HLDGS INC COM CL A Technology 51,794.0 $3.9M 0.01% NEW $74.43 -9.7%
814 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 21,840.0 $3.9M 0.01% NEW $176.47 -12.5%
815 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 46,928.0 $3.8M 0.01% NEW $81.88 -20.9%
816 FNDE SCHWAB STRATEGIC TR FUNDAMENTAL EMER 105,617.0 $3.8M 0.01% NEW $36.06 +12.1%
817 IRM IRON MTN INC DEL COM Real Estate 45,891.0 $3.8M 0.01% NEW $82.95 +53.5%
818 FXH FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33,428.0 $3.8M 0.01% NEW $113.82 +0.5%
819 TEMA ETF TRUST ELECTRIFICATION 131,528.0 $3.8M 0.01% NEW $28.93
820 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 27,564.0 $3.8M 0.01% NEW $137.80 -1.3%
Page 41 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%