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Portfolio (Quarterly) Guide ↗

Baird Financial Group, Inc.

· CIK 0001648711
13F Portfolio $64.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1786 New
Page 69 of 90  ·  1,786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 VNT VONTIER CORPORATION COM Technology 19,221.0 $715K 0.00% NEW $37.18 -23.2%
1362 HALO HALOZYME THERAPEUTICS INC COM Healthcare 10,603.0 $714K 0.00% NEW $67.30 -0.7%
1363 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 11,383.0 $711K 0.00% NEW $62.46 -11.6%
1364 SSNC SSC TECHNOLOGIES HLDGS INC COM Technology 8,125.0 $710K 0.00% NEW $87.42 -23.4%
1365 VDE VANGUARD WORLD FD ENERGY ETF 5,632.0 $709K 0.00% NEW $125.92 +36.2%
1366 JOF JAPAN SMALLER CAPITALIZATION COM Financial Services 63,928.0 $708K 0.00% NEW $11.08 +3.4%
1367 PEO ADAM NAT RES FD INC COM Financial Services 32,397.0 $704K 0.00% NEW $21.74 +23.5%
1368 JHS HANCOCK JOHN INCOME SECS TR COM Financial Services 60,105.0 $704K 0.00% NEW $11.71 -6.5%
1369 RNR RENAISSANCERE HLDGS LTD COM Financial Services 2,501.0 $703K 0.00% NEW $281.16 +5.9%
1370 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 6,769.0 $702K 0.00% NEW $103.67 -9.8%
1371 TDY TELEDYNE TECHNOLOGIES INC COM Technology 1,364.0 $697K 0.00% NEW $510.73 +18.7%
1372 IYY ISHARES TR DOW JONES US ETF 4,201.0 $697K 0.00% NEW $165.81 +7.6%
1373 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 34,833.0 $696K 0.00% NEW $20.00 +28.7%
1374 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 3,240.0 $694K 0.00% NEW $214.06 -13.6%
1375 ATOM ATOMERA INC COM Technology 312,120.0 $690K 0.00% NEW $2.21 +251.6%
1376 FCT FIRST TR SR FLTG RATE INCOME COM Financial Services 68,476.0 $690K 0.00% NEW $10.07 -3.2%
1377 FIW FIRST TR EXCHANGE-TRADED FD WTR ETF 6,346.0 $689K 0.00% NEW $108.64 -8.0%
1378 RQI COHEN STEERS QUALITY INCOM COM Financial Services 60,353.0 $689K 0.00% NEW $11.42 +13.8%
1379 IDOG ALPS ETF TR INTL SEC DV DOG 17,694.0 $682K 0.00% NEW $38.56 +12.4%
1380 BLUEROCK PVT REAL ESTATE FD COM 45,319.0 $680K 0.00% NEW $15.00
Page 69 of 90  ·  1,786 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 24.6%
Financial Services 19.3%
Industrials 13.6%
Communication Services 11.5%
Consumer Cyclical 10.8%
Healthcare 9.1%
Utilities 3.6%
Consumer Defensive 3.6%
Energy 1.9%
Basic Materials 1.5%