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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 11 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BROWN FORMAN CORP 835,597.0 $22.1M 0.04% +552K +195.0% $26.44
202 JCPB J P MORGAN EXCHANGE TRADED F 467,250.0 $22.0M 0.03% +252K +116.7% $47.08 -1.3%
203 DNP DNP SELECT INCOME FD INC Financial Services 2,075,806.0 $21.4M 0.03% +151K +7.8% $10.30 +3.4%
204 DDWM WISDOMTREE TR 483,311.0 $21.3M 0.03% +344K +246.6% $44.11 +4.2%
205 CALF PACER FDS TR 474,736.0 $21.3M 0.03% +69K +17.0% $44.87 +5.6%
206 IEI ISHARES TR 178,684.0 $21.2M 0.03% +16K +10.0% $118.60 -1.4%
207 CMCSA COMCAST CORP NEW Communication Services 735,595.0 $21.1M 0.03% +43K +6.2% $28.71 -12.2%
208 ODFL OLD DOMINION FREIGHT LINE IN Industrials 107,369.0 $21.0M 0.03% +6K +6.2% $195.40 +4.6%
209 DAL DELTA AIR LINES INC Industrials 310,187.0 $20.6M 0.03% +242K +355.9% $66.48 +6.1%
210 GOVT ISHARES TR 897,153.0 $20.6M 0.03% +606K +208.4% $22.91 -1.5%
211 ENTERGY CORP NEW 182,464.0 $20.5M 0.03% +40K +28.5% $112.36
212 FDX FEDEX CORP Industrials 57,559.0 $20.5M 0.03% +1K +2.2% $356.18 +3.3%
213 CTAS CINTAS CORP Industrials 119,601.0 $20.2M 0.03% +5K +4.0% $169.14 +2.5%
214 EFG ISHARES TR 180,560.0 $20.1M 0.03% +22K +13.9% $111.37 +6.6%
215 ALGN ALIGN TECHNOLOGY INC Healthcare 115,483.0 $19.8M 0.03% +102K +743.4% $171.43 -7.0%
216 LNG CHENIERE ENERGY INC Energy 69,572.0 $19.7M 0.03% +2K +2.5% $283.76 -12.9%
217 ARCC ARES CAPITAL CORP Financial Services 1,090,155.0 $19.6M 0.03% +15K +1.4% $18.02 +4.7%
218 MDLZ MONDELEZ INTL INC Consumer Defensive 337,646.0 $19.5M 0.03% +21K +6.7% $57.64 +6.1%
219 YUM YUM BRANDS INC Consumer Cyclical 125,149.0 $19.5M 0.03% +2K +1.5% $155.48 -2.4%
220 STE STERIS PLC Healthcare 87,470.0 $19.3M 0.03% +3K +3.9% $221.13 -2.8%
Page 11 of 42  ·  824 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%