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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 43 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 IBB ISHARES TR 21,378.0 $3.6M 0.01% -12K -35.5% $168.85 +0.1%
842 MLM MARTIN MARIETTA MATLS INC Basic Materials 6,130.0 $3.6M 0.01% +716.0 +13.2% $588.68 -8.6%
843 SNPS SYNOPSYS INC Technology 9,057.0 $3.6M 0.01% +626.0 +7.4% $396.48 +25.8%
844 QTUM ETF SER SOLUTIONS 33,466.0 $3.6M 0.01% +30K +938.0% $107.30 +39.2%
845 EMLP FIRST TR EXCHANGE TRADED FD 82,088.0 $3.6M 0.01% -10K -10.4% $43.66 +1.4%
846 JBHT HUNT J B TRANS SVCS INC Industrials 16,897.0 $3.6M 0.01% +2K +16.9% $211.90 +22.3%
847 PNW PINNACLE WEST CAP CORP Utilities 35,475.0 $3.6M 0.01% -1K -3.4% $100.75 +1.2%
848 ATR APTARGROUP INC Healthcare 28,334.0 $3.6M 0.01% -719.0 -2.5% $126.02 -8.3%
849 BXSL BLACKSTONE SECD LENDING FD Financial Services 149,449.0 $3.5M 0.01% -131K -46.6% $23.69 -0.6%
850 EWJ ISHARES INC 41,876.0 $3.5M 0.01% +15K +56.3% $84.44 +8.2%
851 FXH FIRST TR EXCHANGE TRADED FD 32,128.0 $3.5M 0.01% -1K -3.9% $109.77 +4.2%
852 TECH BIO TECHNE CORP Healthcare 66,869.0 $3.5M 0.01% -6K -7.6% $52.26 -10.6%
853 CRCL CIRCLE INTERNET GROUP INC Financial Services 36,581.0 $3.5M 0.01% NEW $95.41 +20.4%
854 IYT ISHARES TR 46,676.0 $3.5M 0.01% +41K +774.2% $74.60 +9.1%
855 MDU MDU RES GROUP INC Industrials 167,919.0 $3.5M 0.01% -145K -46.3% $20.72 +5.4%
856 APOS APOLLO GLOBAL MGMT INC Financial Services 31,204.0 $3.5M 0.01% -61K -66.0% $111.42 -76.5%
857 FXN FIRST TR EXCHANGE TRADED FD 154,367.0 $3.5M 0.01% NEW $22.46 -1.4%
858 NVTS NAVITAS SEMICONDUCTOR CORP Technology 395,267.0 $3.5M 0.01% +18K +4.7% $8.77 +178.0%
859 TOTALENERGIES SE 38,087.0 $3.5M 0.01% +1K +3.6% $90.98
860 HUBG HUB GROUP INC Industrials 96,029.0 $3.5M 0.01% +10K +11.3% $36.04 +12.9%
Page 43 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%