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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 59 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 ISTB ISHARES TR 28,943.0 $1.4M 0.00% +918.0 +3.3% $48.46 -0.6%
1162 BOTZ GLOBAL X FDS 42,191.0 $1.4M 0.00% -19K -31.5% $33.22 +19.4%
1163 HOLOGIC INC 18,492.0 $1.4M 0.00% +1K +8.2% $75.59
1164 STRT STRATTEC SEC CORP Consumer Cyclical 17,755.0 $1.4M 0.00% $78.34 -9.8%
1165 ROST ROSS STORES INC Consumer Cyclical 6,352.0 $1.4M 0.00% +83.0 +1.3% $216.63 -1.8%
1166 HOLA J P MORGAN EXCHANGE TRADED F 25,959.0 $1.4M 0.00% $52.60 +2.9%
1167 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 122,676.0 $1.4M 0.00% +2K +1.6% $11.10 +3.7%
1168 AIZ ASSURANT INC Financial Services 6,225.0 $1.4M 0.00% -297.0 -4.5% $217.81 +17.4%
1169 DG DOLLAR GEN CORP Consumer Defensive 11,383.0 $1.4M 0.00% -1K -9.6% $118.73 -11.5%
1170 MDLN MEDLINE INC Healthcare 30,360.0 $1.4M 0.00% NEW $44.50 -16.6%
1171 PKB INVESCO EXCHANGE TRADED FD T 13,815.0 $1.3M 0.00% -171.0 -1.2% $97.57 +3.5%
1172 IP INTERNATIONAL PAPER CO Consumer Cyclical 37,660.0 $1.3M 0.00% +4K +11.3% $35.70 -11.8%
1173 TEM TEMPUS AI INC Healthcare 29,440.0 $1.3M 0.00% NEW $45.22 +1.5%
1174 GABC GERMAN AMERN BANCORP INC Financial Services 31,804.0 $1.3M 0.00% -1K -3.3% $41.79 +3.8%
1175 AN AUTONATION INC Consumer Cyclical 6,785.0 $1.3M 0.00% -282.0 -4.0% $195.26 -4.5%
1176 GSK GSK PLC Healthcare 23,839.0 $1.3M 0.00% -10K -28.9% $55.19 -6.6%
1177 LKQ LKQ CORP Consumer Cyclical 44,685.0 $1.3M 0.00% -8K -15.8% $29.37 -8.5%
1178 SLQD ISHARES TR 25,973.0 $1.3M 0.00% -1K -5.4% $50.49 -0.4%
1179 TOTL SSGA ACTIVE ETF TR 32,856.0 $1.3M 0.00% $39.73 -1.1%
1180 GPN GLOBAL PMTS INC Industrials 19,277.0 $1.3M 0.00% +2K +14.8% $67.30 +7.9%
Page 59 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%