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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 46 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FTAI AVIATION LTD 12,469.0 $3.1M 0.01% NEW $245.00
902 ACWI ISHARES TR 22,032.0 $3.0M 0.01% -3K -13.3% $138.37 +12.5%
903 IMCV ISHARES TR 35,683.0 $3.0M 0.01% +18K +100.0% $84.79 +4.7%
904 VMC VULCAN MATLS CO Basic Materials 11,079.0 $3.0M 0.01% -84.0 -0.8% $272.30 -3.3%
905 ALHC ALIGNMENT HEALTHCARE INC Healthcare 171,014.0 $3.0M 0.01% -13K -7.3% $17.62 -7.1%
906 BBIO BRIDGEBIO PHARMA INC Healthcare 40,531.0 $3.0M 0.01% -279.0 -0.7% $74.26 -5.4%
907 BCE BCE INC Communication Services 118,951.0 $3.0M 0.01% +105K +776.6% $25.24 -3.4%
908 CR CRANE COMPANY Industrials 17,235.0 $2.9M 0.01% -296.0 -1.7% $171.00 +2.6%
909 TARS TARSUS PHARMACEUTICALS INC Healthcare 41,977.0 $2.9M 0.01% -5K -10.6% $70.15 -7.6%
910 IAGG ISHARES TR 58,826.0 $2.9M 0.01% +3K +5.0% $50.04 -0.1%
911 ACWX ISHARES TR 42,720.0 $2.9M 0.01% $68.47 +10.0%
912 DBMF LITMAN GREGORY FDS TR 96,748.0 $2.9M 0.01% NEW $30.15 +3.2%
913 LFUS LITTELFUSE INC Technology 8,565.0 $2.9M 0.01% +5K +151.8% $339.35 +30.8%
914 BUNGE GLOBAL SA 22,838.0 $2.9M 0.01% $127.20
915 COHEN STEERS LTD DURATION 145,463.0 $2.9M 0.01% +3K +1.8% $19.97
916 DCI DONALDSON INC Industrials 34,204.0 $2.9M 0.01% $84.87 -2.7%
917 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 118,844.0 $2.9M 0.01% -95K -44.4% $24.39 +1.1%
918 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 35,787.0 $2.9M 0.01% +567.0 +1.6% $80.95 -3.1%
919 INSM INSMED INC Healthcare 17,688.0 $2.9M 0.01% -2K -10.1% $163.52 -33.0%
920 DOX AMDOCS LTD Technology 44,235.0 $2.9M 0.01% +2K +3.7% $65.26 -4.4%
Page 46 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%