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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 7 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JEPQ J P MORGAN EXCHANGE TRADED F 687,726.0 $38.2M 0.06% +28K +4.3% $55.52 +7.4%
122 XT ISHARES TR 558,892.0 $38.1M 0.06% +12K +2.1% $68.15 +16.4%
123 JAAA JANUS DETROIT STR TR 754,826.0 $38.0M 0.06% +197K +35.4% $50.37 +0.5%
124 DFAI DIMENSIONAL ETF TRUST 970,233.0 $37.8M 0.06% +179K +22.6% $38.96 +5.4%
125 IGIB ISHARES TR 707,296.0 $37.6M 0.06% +62K +9.6% $53.22 -1.0%
126 SDY SPDR SERIES TRUST 255,207.0 $37.2M 0.06% +11K +4.3% $145.94 +0.9%
127 MBB ISHARES TR 391,343.0 $37.2M 0.06% +55K +16.2% $94.95 -1.5%
128 VICI VICI PPTYS INC Real Estate 1,350,598.0 $36.9M 0.06% +152K +12.6% $27.32 +3.8%
129 VNQ VANGUARD INDEX FDS 408,541.0 $36.2M 0.06% +18K +4.5% $88.70 +6.7%
130 WMB WILLIAMS COS INC Energy 495,080.0 $36.0M 0.06% +14K +2.9% $72.78 +6.7%
131 MUB ISHARES TR 339,274.0 $36.0M 0.06% +11K +3.4% $106.15 -0.1%
132 SCHR SCHWAB STRATEGIC TR 1,445,430.0 $36.0M 0.06% +90K +6.6% $24.91 -1.5%
133 FPE FIRST TR EXCH TRADED FD III 1,962,134.0 $34.8M 0.05% +191K +10.8% $17.75 +1.5%
134 POWL POWELL INDS INC Industrials 64,250.0 $34.8M 0.05% +3K +4.7% $541.08 -51.7%
135 XLV SELECT SECTOR SPDR TR 236,708.0 $34.7M 0.05% +120K +102.0% $146.61 -0.9%
136 FBND FIDELITY MERRIMACK STR TR 741,167.0 $33.8M 0.05% +9K +1.2% $45.62 -0.9%
137 AFL AFLAC INC Financial Services 303,545.0 $33.3M 0.05% +108K +55.6% $109.71 +7.7%
138 MDY STATE STR SPDR SP MIDCAP 40 Financial Services 53,888.0 $33.2M 0.05% +3K +6.7% $616.76 +6.8%
139 VBR VANGUARD INDEX FDS 151,976.0 $33.0M 0.05% +8K +5.5% $217.25 +5.2%
140 PFF ISHARES TR 1,088,817.0 $33.0M 0.05% +32K +3.0% $30.32 +2.7%
Page 7 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%