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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 53 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CACI CACI INTL INC Technology 3,722.0 $2.0M 0.00% -311.0 -7.7% $543.87 -9.9%
1042 FELV FIDELITY COVINGTON TRUST 57,961.0 $2.0M 0.00% $34.91 +10.5%
1043 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 26,341.0 $2.0M 0.00% +595.0 +2.3% $76.16 +10.9%
1044 SHV ISHARES TR 18,154.0 $2.0M 0.00% -128.0 -0.7% $110.39 -0.1%
1045 NUV NUVEEN MUN VALUE FD INC Financial Services 220,166.0 $2.0M 0.00% -3K -1.2% $8.99 +0.3%
1046 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 326,873.0 $2.0M 0.00% $6.05 -0.8%
1047 HII HUNTINGTON INGALLS INDS INC Industrials 5,205.0 $2.0M 0.00% +176.0 +3.5% $379.90 -16.4%
1048 INFY INFOSYS LTD Technology 144,143.0 $1.9M 0.00% -153K -51.5% $13.51 -6.4%
1049 ARKG ARK ETF TR 73,467.0 $1.9M 0.00% -43K -36.8% $26.42 +15.6%
1050 KINIKSA PHARMACEUTICALS INTL 40,249.0 $1.9M 0.00% -2K -4.7% $48.15
1051 IYR ISHARES TR 20,453.0 $1.9M 0.00% -2K -6.8% $94.56 +8.5%
1052 SGDM SPROTT ETF TRUST 25,610.0 $1.9M 0.00% NEW $75.49 -5.3%
1053 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 21,372.0 $1.9M 0.00% -702.0 -3.2% $90.42 -5.6%
1054 WELL WELLTOWER INC Real Estate 9,764.0 $1.9M 0.00% $197.73 +10.6%
1055 WHR WHIRLPOOL CORP Consumer Cyclical 35,800.0 $1.9M 0.00% +821.0 +2.4% $53.92 -23.0%
1056 INGERSOLL RAND INC 24,060.0 $1.9M 0.00% +660.0 +2.8% $80.12
1057 R RYDER SYS INC Industrials 9,380.0 $1.9M 0.00% -1K -10.9% $204.71 +14.7%
1058 EVV EATON VANCE LIMITED DURATION Financial Services 203,074.0 $1.9M 0.00% +25K +14.0% $9.45 -2.2%
1059 SJM SMUCKER J M CO Consumer Defensive 19,890.0 $1.9M 0.00% +2K +11.7% $96.44 +4.2%
1060 AFRM AFFIRM HLDGS INC Technology 41,814.0 $1.9M 0.00% -10K -19.3% $45.82 +46.6%
Page 53 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%