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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 84 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 ATI ATI INC Industrials 1,940.0 $282K NEW $145.46 +1.2%
1662 HIMS HIMS HERS HEALTH INC Healthcare 13,532.0 $281K NEW $20.76 +5.5%
1663 HEDJ WISDOMTREE TR 5,366.0 $281K +610.0 +12.8% $52.30 +5.2%
1664 YORW YORK WTR CO Utilities 9,212.0 $281K NEW $30.45 -3.4%
1665 FIBK FIRST INTST BANCSYSTEM INC Financial Services 8,374.0 $280K $33.40 +2.5%
1666 GSHD GOOSEHEAD INS INC Financial Services 6,525.0 $278K $42.66 -1.2%
1667 HLN HALEON PLC Healthcare 27,708.0 $277K +337.0 +1.2% $10.01 -8.2%
1668 CC CHEMOURS CO Basic Materials 12,548.0 $276K -562.0 -4.3% $22.03 +0.9%
1669 FOUR SHIFT4 PMTS INC Technology 6,308.0 $276K -265K -97.7% $43.73 -5.5%
1670 GATX GATX CORP Industrials 1,607.0 $274K +40.0 +2.5% $170.74 -1.6%
1671 FLMI FRANKLIN TEMPLETON ETF TR 11,000.0 $273K NEW $24.79 -0.2%
1672 AVDV AMERICAN CENTY ETF TR 2,724.0 $272K +73.0 +2.8% $99.86 +7.1%
1673 SU SUNCOR ENERGY INC NEW Energy 4,107.0 $272K NEW $66.11 +4.9%
1674 CGCB CAPITAL GRP FIXED INCM ETF T 10,321.0 $271K -67K -86.6% $26.26 -1.4%
1675 DUSA DAVIS FUNDAMENTAL ETF TR 5,304.0 $269K $50.74 +10.2%
1676 AGI ALAMOS GOLD INC Basic Materials 6,027.0 $268K $44.43 -11.2%
1677 ACI ALBERTSONS COS INC Consumer Defensive 15,610.0 $266K -131K -89.4% $17.04 -0.5%
1678 BGIG ETF SER SOLUTIONS 7,960.0 $265K NEW $33.26 +5.2%
1679 MOD MODINE MFG CO Consumer Cyclical 1,220.0 $264K NEW $216.71 +12.1%
1680 IBHH ISHARES TR 11,250.0 $264K NEW $23.47 -0.2%
Page 84 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%