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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 54 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NLR VANECK ETF TRUST 14,383.0 $1.9M 0.00% +13K +720.5% $133.19 -2.4%
1062 FTS FORTIS INC Utilities 34,217.0 $1.9M 0.00% -3K -7.5% $55.79 +0.8%
1063 WSC WILLSCOT HLDGS CORP Industrials 109,840.0 $1.9M 0.00% -120K -52.2% $17.36 +36.9%
1064 ARM ARM HOLDINGS PLC Technology 12,597.0 $1.9M 0.00% +8K +205.4% $151.28 +97.1%
1065 CMS CMS ENERGY CORP Utilities 24,471.0 $1.9M 0.00% $77.58 -5.1%
1066 TW TRADEWEB MKTS INC Financial Services 16,116.0 $1.9M 0.00% NEW $117.66 -9.3%
1067 BLW BLACKROCK LTD DURATION INCOM Financial Services 150,596.0 $1.9M 0.00% +12K +8.6% $12.59 -1.7%
1068 SPDW SPDR INDEX SHS FDS 41,521.0 $1.9M 0.00% +4K +10.8% $45.65 +10.3%
1069 IDVO AMPLIFY ETF TR 46,759.0 $1.9M 0.00% NEW $40.47 +5.2%
1070 DDS DILLARDS INC Consumer Cyclical 3,303.0 $1.9M 0.00% -23.0 -0.7% $572.11 -3.5%
1071 HEGD LISTED FDS TR 76,110.0 $1.9M 0.00% $24.70 +7.7%
1072 DVYE ISHARES INC 54,616.0 $1.9M 0.00% +4K +7.1% $34.38 -0.3%
1073 FEMS FIRST TR EXCH TRD ALPHDX FD 40,888.0 $1.9M 0.00% +10K +31.5% $45.55 +0.8%
1074 APLE APPLE HOSPITALITY REIT INC Real Estate 161,449.0 $1.9M 0.00% +11K +7.2% $11.51 +26.1%
1075 RY ROYAL BK CDA Financial Services 11,467.0 $1.9M 0.00% -638.0 -5.3% $161.78 +15.7%
1076 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 164,300.0 $1.8M 0.00% -40K -19.7% $11.23 +0.6%
1077 TLTD FLEXSHARES TR 19,586.0 $1.8M 0.00% +331.0 +1.7% $93.99 +7.1%
1078 PCEF INVESCO EXCH TRADED FD TR II 97,630.0 $1.8M 0.00% +4K +3.8% $18.82 +5.7%
1079 GM GENERAL MTRS CO Consumer Cyclical 24,658.0 $1.8M 0.00% +2K +10.6% $74.50 +3.6%
1080 WSBC WESBANCO INC Financial Services 53,197.0 $1.8M 0.00% $34.49 -0.9%
Page 54 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%