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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 32 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 JMUB J P MORGAN EXCHANGE TRADED F 29,082.0 $1.5M 0.00% +5K +20.6% $49.99 -0.3%
622 RLI RLI CORP Financial Services 25,432.0 $1.5M 0.00% +4K +16.2% $57.04 -7.1%
623 DMO WESTERN ASSET MTG DEFINED OP Financial Services 134,409.0 $1.4M 0.00% +8K +6.1% $10.75 +2.8%
624 SRE SEMPRA Utilities 14,597.0 $1.4M 0.00% +121.0 +0.8% $97.17 -7.1%
625 EFT EATON VANCE FLOATING RATE IN Financial Services 131,888.0 $1.4M 0.00% +25K +23.4% $10.73 +1.3%
626 ISTB ISHARES TR 28,943.0 $1.4M 0.00% +918.0 +3.3% $48.46 -0.8%
627 HOLOGIC INC 18,492.0 $1.4M 0.00% +1K +8.2% $75.59
628 ROST ROSS STORES INC Consumer Cyclical 6,352.0 $1.4M 0.00% +83.0 +1.3% $216.63 -2.6%
629 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 122,676.0 $1.4M 0.00% +2K +1.6% $11.10 +1.7%
630 IP INTERNATIONAL PAPER CO Consumer Cyclical 37,660.0 $1.3M 0.00% +4K +11.3% $35.70 -14.8%
631 GPN GLOBAL PMTS INC Industrials 19,277.0 $1.3M 0.00% +2K +14.8% $67.30 +0.4%
632 HQH ABRDN HEALTHCARE INVESTORS Financial Services 72,924.0 $1.3M 0.00% +9K +13.4% $17.79 +10.3%
633 FPX FIRST TR EXCHANGE TRADED FD 8,135.0 $1.3M 0.00% +209.0 +2.6% $158.81 +14.4%
634 RUSSELL INVTS EXCHANGE TRADE 45,899.0 $1.3M 0.00% +3K +7.0% $28.02
635 SMTC SEMTECH CORP Technology 16,605.0 $1.3M 0.00% +2K +10.2% $76.89 +72.2%
636 SAIC SCIENCE APPLICATIONS INTL CO Technology 13,435.0 $1.3M 0.00% +2K +15.8% $94.92 +1.1%
637 CHY CALAMOS CONV HIGH INCOME F Financial Services 116,471.0 $1.3M 0.00% +24K +26.1% $10.89 +11.1%
638 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 88,675.0 $1.3M 0.00% +9K +11.0% $14.13 +7.2%
639 SYM SYMBOTIC INC Industrials 23,427.0 $1.2M 0.00% +2K +8.7% $53.20 -11.6%
640 CRF CORNERSTONE TOTAL RETURN FD Financial Services 179,262.0 $1.2M 0.00% +1K +0.7% $6.95 +1.9%
Page 32 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%