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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 64 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CSL CARLISLE COS INC Industrials 2,939.0 $981K 0.00% +210.0 +7.7% $333.62 -0.4%
1262 SUN SUNOCO LP/SUNOCO FIN CORP Energy 15,068.0 $979K 0.00% -780.0 -4.9% $64.97 +10.8%
1263 SHAK SHAKE SHACK INC Consumer Cyclical 11,004.0 $974K 0.00% +198.0 +1.8% $88.47 -28.3%
1264 RS RELIANCE INC Basic Materials 3,199.0 $972K 0.00% -205.0 -6.0% $303.92 +19.2%
1265 FUL FULLER H B CO Basic Materials 15,661.0 $966K 0.00% +7K +73.6% $61.68 -8.6%
1266 RPRX ROYALTY PHARMA PLC Healthcare 20,000.0 $959K 0.00% -12K -37.1% $47.97 +10.6%
1267 ESS ESSEX PPTY TR INC Real Estate 3,960.0 $958K 0.00% +29.0 +0.7% $242.00 +13.1%
1268 EVR EVERCORE INC Financial Services 3,181.0 $950K 0.00% $298.51 +16.0%
1269 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 123,619.0 $948K 0.00% -34K -21.6% $7.67 -0.4%
1270 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 198,261.0 $948K 0.00% +11K +6.0% $4.78 +10.3%
1271 VNT VONTIER CORPORATION Technology 26,653.0 $945K 0.00% +7K +38.7% $35.47 -19.9%
1272 FNDA SCHWAB STRATEGIC TR 29,012.0 $941K 0.00% +2K +6.0% $32.43 +9.3%
1273 VIOO VANGUARD ADMIRAL FDS INC 8,193.0 $941K 0.00% +310.0 +3.9% $114.83 +9.7%
1274 USRT ISHARES TR 15,878.0 $940K 0.00% +3K +25.8% $59.19 +10.5%
1275 EQT EQT CORP Energy 14,685.0 $935K 0.00% -2K -9.9% $63.64 -9.3%
1276 RRC RANGE RES CORP Energy 20,570.0 $929K 0.00% $45.18 -6.9%
1277 ESML ISHARES TR 19,596.0 $921K 0.00% +586.0 +3.1% $47.02 +10.3%
1278 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 11,766.0 $918K 0.00% +68.0 +0.6% $78.03 -2.2%
1279 WAB WABTEC Industrials 3,668.0 $917K 0.00% +54.0 +1.5% $249.91 +3.7%
1280 KIO KKR INCOME OPPORTUNITIES FD Financial Services 83,144.0 $915K 0.00% -7K -7.9% $11.00 +2.4%
Page 64 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%