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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 56 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 ALC ALCON AG Healthcare 22,867.0 $1.7M 0.00% +562.0 +2.5% $75.35 -9.8%
1102 VLTO VERALTO CORP Industrials 19,406.0 $1.7M 0.00% +5K +30.9% $88.42 -2.5%
1103 STT STATE STR CORP Financial Services 13,391.0 $1.7M 0.00% $126.56 +21.7%
1104 DHI D R HORTON INC Consumer Cyclical 12,315.0 $1.7M 0.00% $137.22 +5.0%
1105 HACK AMPLIFY ETF TR 22,479.0 $1.7M 0.00% +10K +82.4% $75.09 +23.5%
1106 BLDR BUILDERS FIRSTSOURCE INC Industrials 20,488.0 $1.7M 0.00% -3K -11.4% $82.33 -10.3%
1107 FOX FOX CORP Communication Services 31,722.0 $1.7M 0.00% +3K +11.4% $53.10 +8.5%
1108 LSTR LANDSTAR SYS INC Industrials 10,503.0 $1.7M 0.00% +982.0 +10.3% $160.31 +19.2%
1109 BLOCK INC 27,655.0 $1.7M 0.00% +1K +4.8% $60.18
1110 NXG NXG NEXTGEN INFRASTR INCM FD Financial Services 30,082.0 $1.7M 0.00% -357.0 -1.2% $54.93 +2.2%
1111 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 109,780.0 $1.7M 0.00% -150K -57.8% $15.05 -8.8%
1112 DFUS DIMENSIONAL ETF TRUST 23,195.0 $1.6M 0.00% +12K +110.4% $70.91 +13.9%
1113 PHM PULTE GROUP INC Consumer Cyclical 13,948.0 $1.6M 0.00% -852.0 -5.8% $117.61 -1.1%
1114 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 157,561.0 $1.6M 0.00% $10.38 -3.6%
1115 MSEX MIDDLESEX WTR CO Utilities 31,395.0 $1.6M 0.00% +2K +8.6% $52.05 -0.6%
1116 FEDERATED HERMES INC 28,596.0 $1.6M 0.00% $56.71
1117 GEN GEN DIGITAL INC Technology 85,906.0 $1.6M 0.00% +6K +7.5% $18.83 +32.0%
1118 WDAY WORKDAY INC Technology 12,440.0 $1.6M 0.00% -454.0 -3.5% $129.92 -2.5%
1119 ARKK ARK ETF TR 23,868.0 $1.6M 0.00% -16K -39.5% $67.59 +13.4%
1120 VKQ INVESCO MUNICIPAL TRUST Financial Services 169,444.0 $1.6M 0.00% -2K -1.2% $9.52 +0.2%
Page 56 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%