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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 48 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 TDIV FIRST TR EXCHANGE TRADED FD 28,974.0 $2.7M 0.00% -2K -6.5% $93.66 +20.8%
942 KRE SPDR SERIES TRUST 41,589.0 $2.7M 0.00% NEW $65.15 +6.2%
943 WBD WARNER BROS DISCOVERY INC Communication Services 97,934.0 $2.7M 0.00% -3K -3.1% $27.46 -0.1%
944 BLOK AMPLIFY ETF TR 53,775.0 $2.7M 0.00% +37K +225.1% $49.81 +29.1%
945 WEN WENDYS CO Consumer Cyclical 384,946.0 $2.7M 0.00% +375K +3662.9% $6.95 +11.5%
946 VOOV VANGUARD ADMIRAL FDS INC 13,118.0 $2.7M 0.00% +4K +37.0% $203.79 +7.1%
947 WMS ADVANCED DRAIN SYS INC DEL Industrials 19,391.0 $2.7M 0.00% -310.0 -1.6% $137.13 -0.2%
948 DRS LEONARDO DRS INC Industrials 59,720.0 $2.7M 0.00% -5K -7.7% $44.52 +0.1%
949 MTDR MATADOR RES CO Energy 42,064.0 $2.7M 0.00% -6K -11.9% $63.18 -11.2%
950 EFR EATON VANCE SR FLTNG RTE TR Financial Services 251,276.0 $2.6M 0.00% +17K +7.2% $10.54 -0.4%
951 CHD CHURCH DWIGHT CO INC Consumer Defensive 28,364.0 $2.6M 0.00% -5K -13.9% $93.32 +2.5%
952 MFC MANULIFE FINL CORP Financial Services 76,421.0 $2.6M 0.00% +4K +5.3% $34.44 +13.4%
953 DVOL FIRST TR EXCHANGE TRADED FD 75,875.0 $2.6M 0.00% +1K +1.4% $34.57 +5.3%
954 IAK ISHARES TR 20,444.0 $2.6M 0.00% NEW $128.29 +4.7%
955 CNI CANADIAN NATL RY CO Industrials 25,435.0 $2.6M 0.00% -2K -6.1% $102.77 +11.1%
956 FANG DIAMONDBACK ENERGY INC Energy 13,213.0 $2.6M 0.00% +5K +57.1% $197.79 +1.6%
957 CGSM CAPITAL GRP FIXED INCM ETF T 99,411.0 $2.6M 0.00% +7K +8.0% $26.28 -0.1%
958 RRX REGAL REXNORD CORPORATION Industrials 13,931.0 $2.6M 0.00% +4K +35.4% $187.26 +4.2%
959 MKL MARKEL GROUP INC Financial Services 1,362.0 $2.6M 0.00% +81.0 +6.3% $1914.07 -3.2%
960 LPG DORIAN LPG LTD Energy 76,222.0 $2.6M 0.00% NEW $34.20 +34.0%
Page 48 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%