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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 16 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LEIDOS HOLDINGS INC 79,760.0 $12.4M 0.02% +3K +3.2% $155.52
302 XLI SELECT SECTOR SPDR TR 76,053.0 $12.3M 0.02% +9K +13.9% $161.73 +5.6%
303 CGNG CAPITAL GROUP NEW GEOGRAPHY 389,062.0 $12.3M 0.02% +135K +53.3% $31.57 +11.4%
304 CL COLGATE PALMOLIVE CO Consumer Defensive 142,953.0 $12.2M 0.02% +10K +7.3% $85.23 +5.5%
305 ISHARES TR 529,198.0 $12.1M 0.02% +72K +15.7% $22.91
306 FPEI FIRST TR EXCH TRADED FD III 631,986.0 $12.0M 0.02% +14K +2.3% $19.00 +1.1%
307 SM SM ENERGY COMPANY Energy 383,177.0 $11.9M 0.02% +78K +25.6% $31.18 +4.5%
308 SLYV SPDR SERIES TRUST 125,097.0 $11.8M 0.02% +6K +4.7% $94.58 +6.6%
309 SAMM ADVISORS INNER CIRCLE FD III 389,152.0 $11.8M 0.02% +23K +6.2% $30.20 +3.1%
310 SUSB ISHARES TR 466,521.0 $11.7M 0.02% +18K +3.9% $25.07 -0.6%
311 BCC BOISE CASCADE CO DEL Basic Materials 152,111.0 $11.5M 0.02% +17K +12.2% $75.85 -10.9%
312 FDM FIRST TR EXCHANGE TRADED FD 139,406.0 $11.4M 0.02% +2K +1.3% $82.09 +4.0%
313 DASH DOORDASH INC Communication Services 74,915.0 $11.2M 0.02% +3K +4.3% $150.15 +6.0%
314 BSCX INVESCO EXCH TRD SLF IDX FD 530,705.0 $11.2M 0.02% +64K +13.8% $21.15 -1.2%
315 SCHF SCHWAB STRATEGIC TR 449,155.0 $11.1M 0.02% +16K +3.8% $24.75 +8.6%
316 GUG GUGGENHEIM ACTIVE ALLOC FD Financial Services 730,304.0 $11.1M 0.02% +22K +3.1% $15.22 +1.6%
317 BN BROOKFIELD CORP Financial Services 267,052.0 $10.8M 0.02% +3K +1.3% $40.47 +11.3%
318 FNDF SCHWAB STRATEGIC TR 219,779.0 $10.8M 0.02% +86K +64.4% $48.93 +8.2%
319 NOC NORTHROP GRUMMAN CORP Industrials 15,726.0 $10.7M 0.02% +731.0 +4.9% $682.22 -20.7%
320 GRID FIRST TR EXCHANGE TRADED FD 64,760.0 $10.6M 0.02% +61K +1546.2% $163.58 +15.7%
Page 16 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%