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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 91 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 MFM MFS MUN INCOME TR Financial Services 24,519.0 $132K +843.0 +3.6% $5.39 +0.6%
1802 TLS TELOS CORP MD Technology 30,000.0 $126K $4.19 +1.0%
1803 III INFORMATION SVCS GROUP INC Technology 31,445.0 $121K +16K +99.0% $3.84 +7.3%
1804 PTON PELOTON INTERACTIVE INC Consumer Cyclical 27,827.0 $119K +2K +7.1% $4.29 +20.7%
1805 NUVEEN MO QUALITY MUN INCOME 11,245.0 $119K $10.58
1806 EVG EATON VANCE SHORT DURATION D Financial Services 10,650.0 $114K $10.69 -0.1%
1807 GEVO GEVO INC Basic Materials 41,500.0 $113K -10K -19.4% $2.73 -38.5%
1808 MMU WESTERN ASSET MANAGED MUNS F Financial Services 10,703.0 $110K NEW $10.28 -1.6%
1809 EMBC EMBECTA CORP Healthcare 11,997.0 $106K -466.0 -3.7% $8.84 -64.5%
1810 ETF OPPORTUNITIES TRUST 60,055.0 $106K NEW $1.76
1811 ASG LIBERTY ALL STAR GROWTH FD I Financial Services 21,989.0 $104K $4.75 +8.8%
1812 OIA INVESCO MUNI INCOME OPP TRST Financial Services 16,015.0 $98K -2K -11.0% $6.14 -1.6%
1813 DHF BNY MELLON HIGH YIELD STRATE Financial Services 38,162.0 $93K $2.44 -1.6%
1814 GT GOODYEAR TIRE RUBR CO Consumer Cyclical 13,931.0 $92K +2K +17.9% $6.63 -12.7%
1815 LYG LLOYDS BANKING GROUP PLC Financial Services 17,348.0 $87K -3K -12.9% $5.03 +2.6%
1816 SGMT SAGIMET BIOSCIENCES INC Healthcare 13,086.0 $68K NEW $5.22 +41.1%
1817 RPAY REPAY HLDGS CORP Technology 25,000.0 $65K NEW $2.60 +29.6%
1818 PNNT PENNANTPARK INVT CORP Financial Services 13,725.0 $62K $4.49 -5.8%
1819 BARINTHUS BIOTHERAPEUTICS PL 105,961.0 $60K $0.57
1820 AUR AURORA INNOVATION INC Technology 10,650.0 $44K -57K -84.2% $4.12 +87.1%
Page 91 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%