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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 65 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 G GENPACT LIMITED Technology 24,537.0 $914K 0.00% $37.25 -14.1%
1282 MOOG INC 3,118.0 $912K 0.00% $292.64
1283 TRNO TERRENO RLTY CORP Real Estate 14,847.0 $912K 0.00% +810.0 +5.8% $61.42 +7.7%
1284 VDE VANGUARD WORLD FD 5,269.0 $912K 0.00% -363.0 -6.5% $173.04 -3.3%
1285 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,964.0 $905K 0.00% -343.0 -6.5% $182.33 -1.1%
1286 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 86,804.0 $903K 0.00% +49K +131.1% $10.40 +1.5%
1287 XMLV INVESCO EXCH TRADED FD TR II 14,301.0 $901K 0.00% -151K -91.3% $62.97 +3.7%
1288 AGCO AGCO CORP Industrials 7,743.0 $897K 0.00% +101.0 +1.3% $115.87 -3.3%
1289 IBMO ISHARES TR 35,000.0 $897K 0.00% $25.63 +0.0%
1290 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 11,075.0 $896K 0.00% +423.0 +4.0% $80.94 +0.5%
1291 FLS FLOWSERVE CORP Industrials 12,173.0 $895K 0.00% -475.0 -3.8% $73.51 -6.5%
1292 SPEM SPDR INDEX SHS FDS 19,073.0 $895K 0.00% -423.0 -2.2% $46.91 +8.9%
1293 IBMQ ISHARES TR 35,000.0 $894K 0.00% $25.53 -0.2%
1294 IBMP ISHARES TR 35,000.0 $890K 0.00% $25.44 -0.4%
1295 FELE FRANKLIN ELEC INC Industrials 9,636.0 $888K 0.00% $92.17 +4.9%
1296 MTB M T BK CORP Financial Services 4,293.0 $887K 0.00% -134.0 -3.0% $206.72 +2.7%
1297 BWA BORGWARNER INC Consumer Cyclical 16,312.0 $885K 0.00% -4K -21.0% $54.26 +17.1%
1298 MBWM MERCANTILE BK CORP Financial Services 17,475.0 $882K 0.00% -181.0 -1.0% $50.50 +4.1%
1299 BROOKFIELD ASSET MANAGMT LTD 19,798.0 $880K 0.00% +512.0 +2.6% $44.45
1300 QXO QXO INC Industrials 45,100.0 $876K 0.00% -4K -8.9% $19.42 -11.3%
Page 65 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%