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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 83 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 XME SPDR SERIES TRUST 2,743.0 $296K +353.0 +14.8% $108.01 +2.3%
1642 QCLN FIRST TR EXCHANGE TRADED FD 6,343.0 $295K -500.0 -7.3% $46.47 +25.3%
1643 LOPE GRAND CANYON ED INC Consumer Defensive 1,732.0 $294K -527.0 -23.3% $170.03 -7.0%
1644 MTZ MASTEC INC Industrials 913.0 $294K -126.0 -12.1% $321.74 +21.2%
1645 OGS ONE GAS INC Utilities 3,403.0 $293K $86.13 -3.7%
1646 XSMO INVESCO EXCHANGE TRADED FD T 3,847.0 $292K -408.0 -9.6% $76.02 +10.4%
1647 QS QUANTUMSCAPE CORP Consumer Cyclical 45,810.0 $292K $6.38 +13.6%
1648 SIZE ISHARES TR 1,824.0 $291K -75.0 -4.0% $159.46 +6.1%
1649 FMHI FIRST TR EXCH TRADED FD III 6,100.0 $290K $47.54 +0.3%
1650 VIRTUS CONVERTIBLE INC FD 21,554.0 $289K NEW $13.41
1651 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 19,750.0 $288K +7K +54.3% $14.60 -2.0%
1652 BUG GLOBAL X FDS 11,476.0 $288K +2K +15.7% $25.11 +30.4%
1653 RDIV INVESCO EXCH TRADED FD TR II 5,160.0 $287K $55.66 +1.8%
1654 ETJ EATON VANCE RISK MANAGED DIV Financial Services 35,101.0 $287K +2K +6.9% $8.17 +2.0%
1655 SONY SONY GROUP CORP Technology 13,823.0 $286K -16K -53.5% $20.70 +8.8%
1656 KOP KOPPERS HOLDINGS INC Basic Materials 7,385.0 $286K NEW $38.68 -0.2%
1657 HAL HALLIBURTON CO Energy 7,310.0 $285K NEW $38.99 +11.7%
1658 GNR SPDR INDEX SHS FDS 3,817.0 $285K $74.67 -1.0%
1659 VVR INVESCO SR INCOME TR Financial Services 88,102.0 $284K +5K +6.3% $3.22 -7.6%
1660 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,554.0 $282K -836.0 -11.3% $43.06 -1.7%
Page 83 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%