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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 17 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AOS SMITH A O CORP Industrials 158,965.0 $10.5M 0.02% +5K +3.4% $65.94 -14.0%
322 DOW DOW HLDGS INC Basic Materials 251,438.0 $10.5M 0.02% +18K +7.6% $41.65 -7.0%
323 KTOS KRATOS DEFENSE SEC SOLUTIO Industrials 148,345.0 $10.5M 0.02% +10K +7.5% $70.51 -26.1%
324 DFAS DIMENSIONAL ETF TRUST 146,454.0 $10.4M 0.02% +9K +6.6% $71.13 +6.6%
325 PPG PPG INDS INC Basic Materials 97,365.0 $10.4M 0.02% +12K +14.5% $106.88 -4.0%
326 EEMV ISHARES INC 157,824.0 $10.2M 0.02% +11K +7.3% $64.73 +10.2%
327 IEUR ISHARES TR 144,320.0 $10.1M 0.02% +20K +16.2% $70.27 +5.8%
328 BKR BAKER HUGHES COMPANY Energy 165,979.0 $10.1M 0.02% +29K +21.2% $61.05 +8.5%
329 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 141,744.0 $10.1M 0.02% +16K +12.4% $71.18 -14.6%
330 WDC WESTERN DIGITAL CORP Technology 36,938.0 $10.0M 0.02% +30K +422.8% $270.49 +78.2%
331 SUB ISHARES TR 93,674.0 $10.0M 0.02% +10K +11.6% $106.50 -0.3%
332 DOC HEALTHPEAK PROPERTIES INC Real Estate 606,610.0 $10.0M 0.02% +119K +24.3% $16.43 +17.8%
333 AON AON PLC Financial Services 30,711.0 $9.9M 0.01% +1K +4.7% $322.79 +1.2%
334 WAT WATERS CORP Healthcare 32,914.0 $9.8M 0.01% +4K +13.9% $297.80 +10.6%
335 HSY HERSHEY CO Consumer Defensive 47,072.0 $9.8M 0.01% +600.0 +1.3% $207.89 -10.1%
336 IWY ISHARES TR 39,119.0 $9.7M 0.01% +2K +4.4% $248.84 +17.2%
337 KNX KNIGHT SWIFT TRANSN HLDGS IN Industrials 168,770.0 $9.7M 0.01% +110K +188.7% $57.58 +19.9%
338 SCZ ISHARES TR 122,741.0 $9.6M 0.01% +4K +3.6% $78.41 +7.9%
339 TROW PRICE T ROWE GROUP INC Financial Services 106,645.0 $9.6M 0.01% +2K +2.3% $90.14 +13.2%
340 USIG ISHARES TR 185,742.0 $9.5M 0.01% +9K +5.1% $51.23 -1.0%
Page 17 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%