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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 66 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 RES RPC INC Energy 123,499.0 $874K 0.00% -230K -65.1% $7.08 -0.1%
1302 IYG ISHARES TR 10,505.0 $870K 0.00% +982.0 +10.3% $82.84 +5.3%
1303 VFC V F CORP Consumer Cyclical 50,998.0 $866K 0.00% -655.0 -1.3% $16.99 -4.6%
1304 ABRDN ASIA PACIFIC INCOME FU 59,830.0 $863K 0.00% +17K +38.8% $14.42
1305 MAA MID AMER APT CMNTYS INC Real Estate 6,940.0 $848K 0.00% +93.0 +1.4% $122.12 +6.5%
1306 BLD TOPBUILD COR Industrials 2,402.0 $844K 0.00% -737.0 -23.5% $351.30 +17.0%
1307 TDY TELEDYNE TECHNOLOGIES INC Technology 1,394.0 $843K 0.00% +30.0 +2.2% $605.01 +1.5%
1308 SABA SABA CAPITAL INCOME OPPORT Financial Services 100,930.0 $840K 0.00% -888.0 -0.9% $8.32 +1.3%
1309 CPB THE CAMPBELLS COMPANY Consumer Defensive 37,688.0 $839K 0.00% +6K +17.3% $22.27 -10.0%
1310 SCHE SCHWAB STRATEGIC TR 25,428.0 $838K 0.00% +570.0 +2.3% $32.95 +8.0%
1311 ASH ASHLAND INC Basic Materials 14,998.0 $834K 0.00% +1K +7.9% $55.61 +1.2%
1312 OKTA OKTA INC Technology 10,556.0 $831K 0.00% +2K +20.8% $78.71 +13.6%
1313 CHCO CITY HLDG CO Financial Services 6,951.0 $831K 0.00% -192.0 -2.7% $119.52 +4.1%
1314 ARES ARES MANAGEMENT CORPORATION Financial Services 7,608.0 $830K 0.00% +4K +108.8% $109.10 +13.6%
1315 SIGI SELECTIVE INS GROUP INC Financial Services 11,000.0 $829K 0.00% -133.0 -1.2% $75.39 +18.3%
1316 NOK NOKIA CORP Technology 103,112.0 $829K 0.00% NEW $8.04 +76.4%
1317 MAS MASCO CORP Industrials 13,683.0 $826K 0.00% +766.0 +5.9% $60.37 +11.2%
1318 CELH CELSIUS HLDGS INC Consumer Defensive 23,277.0 $826K 0.00% -1K -5.0% $35.48 -16.3%
1319 ARCHIMEDES TECH SPAC PARTNER 78,500.0 $819K 0.00% $10.44
1320 NXTG FIRST TR EXCHANGE TRADED FD 7,305.0 $818K 0.00% -366.0 -4.8% $111.92 +31.6%
Page 66 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%