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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 30 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 NLR VANECK ETF TRUST 14,383.0 $1.9M 0.00% +13K +720.5% $133.19 -6.1%
582 ARM ARM HOLDINGS PLC Technology 12,597.0 $1.9M 0.00% +8K +205.4% $151.28 +47.5%
583 BLW BLACKROCK LTD DURATION INCOM Financial Services 150,596.0 $1.9M 0.00% +12K +8.6% $12.59 -2.5%
584 SPDW SPDR INDEX SHS FDS 41,521.0 $1.9M 0.00% +4K +10.8% $45.65 +7.5%
585 DVYE ISHARES INC 54,616.0 $1.9M 0.00% +4K +7.1% $34.38 -1.7%
586 FEMS FIRST TR EXCH TRD ALPHDX FD 40,888.0 $1.9M 0.00% +10K +31.5% $45.55 +0.8%
587 APLE APPLE HOSPITALITY REIT INC Real Estate 161,449.0 $1.9M 0.00% +11K +7.2% $11.51 +21.5%
588 TLTD FLEXSHARES TR 19,586.0 $1.8M 0.00% +331.0 +1.7% $93.99 +5.9%
589 PCEF INVESCO EXCH TRADED FD TR II 97,630.0 $1.8M 0.00% +4K +3.8% $18.82 +4.1%
590 GM GENERAL MTRS CO Consumer Cyclical 24,658.0 $1.8M 0.00% +2K +10.6% $74.50 -2.5%
591 VTRS VIATRIS INC Healthcare 135,046.0 $1.8M 0.00% +124K +1136.1% $13.51 +19.7%
592 LNT ALLIANT ENERGY CORP Utilities 25,262.0 $1.8M 0.00% +1K +4.4% $71.76 +1.7%
593 TXT TEXTRON INC Industrials 20,643.0 $1.8M 0.00% +3K +18.5% $87.56 +0.7%
594 IEV ISHARES TR 26,587.0 $1.8M 0.00% +13K +92.2% $67.94 +4.7%
595 CTBI COMMUNITY TR BANCORP INC Financial Services 29,552.0 $1.8M 0.00% +12K +68.5% $60.72 +7.6%
596 CBSH COMMERCE BANCSHARES INC Financial Services 35,666.0 $1.8M 0.00% +1K +3.1% $49.20 +5.2%
597 IXN ISHARES TR 17,511.0 $1.8M 0.00% +2K +10.7% $99.97 +29.9%
598 DVA DAVITA INC Healthcare 11,343.0 $1.7M 0.00% +1K +11.1% $153.69 +26.6%
599 L LOEWS CORP Financial Services 16,254.0 $1.7M 0.00% +347.0 +2.2% $106.74 +1.0%
600 ALC ALCON AG Healthcare 22,867.0 $1.7M 0.00% +562.0 +2.5% $75.35 -12.0%
Page 30 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%