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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 58 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 ONDS ONDAS INC Technology 166,733.0 $1.5M 0.00% NEW $9.04 +1.5%
1142 ECF ELLSWORTH GROWTH INCOME FD Financial Services 135,153.0 $1.5M 0.00% -10K -6.7% $11.15 +15.6%
1143 VTWV VANGUARD SCOTTSDALE FDS 8,927.0 $1.5M 0.00% -624.0 -6.5% $167.22 +10.7%
1144 ESGU ISHARES TR 10,531.0 $1.5M 0.00% +146.0 +1.4% $141.42 +14.5%
1145 SCHX SCHWAB STRATEGIC TR 57,974.0 $1.5M 0.00% +8K +17.0% $25.64 +13.9%
1146 HTHT H WORLD GROUP LTD Consumer Cyclical 29,519.0 $1.5M 0.00% NEW $50.29 -7.8%
1147 LW LAMB WESTON HLDGS INC Consumer Defensive 34,923.0 $1.5M 0.00% -2K -4.6% $42.26 +1.3%
1148 FOXA FOX CORP Communication Services 25,160.0 $1.5M 0.00% -151K -85.7% $58.40 +10.0%
1149 FFBC 1ST FINL BANCORP Financial Services 52,619.0 $1.5M 0.00% +4K +8.9% $27.88 +10.0%
1150 IYJ ISHARES TR 9,930.0 $1.5M 0.00% $147.54 +5.1%
1151 VIKING HOLDINGS LTD 19,913.0 $1.5M 0.00% +14K +227.9% $73.48
1152 VFH VANGUARD WORLD FD 12,096.0 $1.5M 0.00% +507.0 +4.4% $120.81 +5.1%
1153 JMUB J P MORGAN EXCHANGE TRADED F 29,082.0 $1.5M 0.00% +5K +20.6% $49.99 -0.1%
1154 RLI RLI CORP Financial Services 25,432.0 $1.5M 0.00% +4K +16.2% $57.04 -7.7%
1155 DMO WESTERN ASSET MTG DEFINED OP Financial Services 134,409.0 $1.4M 0.00% +8K +6.1% $10.75 +3.4%
1156 WFG WEST FRASER TIMBER LTD Basic Materials 21,975.0 $1.4M 0.00% -2K -8.1% $65.29 -6.6%
1157 HTO H2O AMERICA Utilities 24,322.0 $1.4M 0.00% NEW $58.67 -1.9%
1158 SRE SEMPRA Utilities 14,597.0 $1.4M 0.00% +121.0 +0.8% $97.17 -5.9%
1159 EFT EATON VANCE FLOATING RATE IN Financial Services 131,888.0 $1.4M 0.00% +25K +23.4% $10.73 +1.3%
1160 WU WESTERN UN CO Financial Services 161,621.0 $1.4M 0.00% NEW $8.73 -1.7%
Page 58 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%