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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 62 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 GFI GOLD FIELDS LTD Basic Materials 26,187.0 $1.2M 0.00% -492.0 -1.8% $45.40 -11.7%
1222 LPX LOUISIANA PAC CORP Basic Materials 16,263.0 $1.2M 0.00% +1K +9.7% $72.75 -3.6%
1223 RFDI FIRST TR EXCH TRADED FD III 14,372.0 $1.2M 0.00% $82.11 +6.3%
1224 BRC BRADY CORP Industrials 14,415.0 $1.2M 0.00% -336.0 -2.3% $81.24 +4.1%
1225 VIRT VIRTU FINL INC Financial Services 26,441.0 $1.2M 0.00% -3K -10.0% $43.98 +22.3%
1226 CLM CORNERSTONE STRATEGIC INVEST Financial Services 159,613.0 $1.2M 0.00% $7.28 +3.4%
1227 HYGV FLEXSHARES TR 28,836.0 $1.2M 0.00% +1K +4.7% $40.06 +0.3%
1228 RIGS ALPS ETF TR 50,365.0 $1.2M 0.00% $22.86 -0.7%
1229 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 21,240.0 $1.1M 0.00% $53.93 +6.1%
1230 ACM AECOM Industrials 13,407.0 $1.1M 0.00% -97.0 -0.7% $84.82 -17.3%
1231 VMI VALMONT INDS INC Industrials 2,836.0 $1.1M 0.00% $399.57 +26.0%
1232 FITE SPDR SERIES TRUST 13,233.0 $1.1M 0.00% +331.0 +2.6% $85.54 +21.9%
1233 VAW VANGUARD WORLD FD 5,022.0 $1.1M 0.00% -66.0 -1.3% $225.34 +0.6%
1234 CGBL CAPITAL GROUP CORE BALANCED 32,859.0 $1.1M 0.00% -180K -84.5% $34.41 +7.9%
1235 NWSA NEWS CORP NEW Communication Services 45,291.0 $1.1M 0.00% -998.0 -2.2% $24.93 +5.3%
1236 AA ALCOA CORP Basic Materials 16,761.0 $1.1M 0.00% NEW $66.33 -0.1%
1237 EQAL INVESCO EXCH TRADED FD TR II 20,054.0 $1.1M 0.00% +642.0 +3.3% $55.10 +5.1%
1238 LH LABCORP HOLDINGS INC Healthcare 4,119.0 $1.1M 0.00% -78.0 -1.9% $266.81 -4.1%
1239 VMBS VANGUARD SCOTTSDALE FDS 23,371.0 $1.1M 0.00% +476.0 +2.1% $46.95 -1.0%
1240 LSGR NATIXIS ETF TRUST II 27,803.0 $1.1M 0.00% NEW $39.39 +14.5%
Page 62 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%