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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 9 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CGXU CAPITAL GROUP INTL FOCUS EQT 983,506.0 $29.0M 0.04% +14K +1.4% $29.49 +10.5%
162 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 99,670.0 $29.0M 0.04% +5K +4.8% $290.49 +1.4%
163 VONV VANGUARD SCOTTSDALE FDS 307,467.0 $28.8M 0.04% +41K +15.4% $93.74 +8.7%
164 CGMS CAPITAL GRP FIXED INCM ETF T 1,052,298.0 $28.7M 0.04% +162K +18.2% $27.23 +0.5%
165 EEM ISHARES TR 501,182.0 $28.5M 0.04% +43K +9.4% $56.79 +14.2%
166 ROK ROCKWELL AUTOMATION INC Industrials 79,195.0 $28.4M 0.04% +34K +74.2% $358.88 +21.7%
167 BMY BRISTOL MYERS SQUIBB CO Healthcare 468,115.0 $28.4M 0.04% +22K +5.0% $60.65 -5.2%
168 PODD INSULET CORP Healthcare 133,415.0 $28.0M 0.04% +10K +8.5% $209.84 -30.2%
169 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6,608.0 $27.8M 0.04% +544.0 +9.0% $4210.32 -96.3%
170 WWD WOODWARD INC Industrials 76,084.0 $27.2M 0.04% +73K +2271.7% $357.92 -2.1%
171 VYMI VANGUARD WHITEHALL FDS 283,665.0 $26.7M 0.04% +12K +4.5% $94.24 +5.0%
172 AMPX AMPRIUS TECHNOLOGIES INC Industrials 1,585,098.0 $26.7M 0.04% +812K +104.9% $16.86 -7.1%
173 EME EMCOR GROUP INC Industrials 35,967.0 $26.6M 0.04% +1K +3.5% $738.31 +19.7%
174 SYY SYSCO CORP Consumer Defensive 372,119.0 $26.5M 0.04% +4K +1.2% $71.33 +1.8%
175 GD GENERAL DYNAMICS CORP Industrials 77,113.0 $26.5M 0.04% +2K +2.4% $343.22 -1.3%
176 HUBB HUBBELL INC Industrials 53,458.0 $26.2M 0.04% +51K +1942.7% $490.74 -4.2%
177 CNR CORE NATURAL RESOURCES INC Energy 250,141.0 $26.2M 0.04% +15K +6.5% $104.73 -19.8%
178 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 711,961.0 $26.2M 0.04% +4K +0.6% $36.75 +11.2%
179 REGL PROSHARES TR 302,183.0 $26.1M 0.04% +5K +1.6% $86.41 +2.0%
180 SGOL ETFS GOLD TR Financial Services 582,230.0 $26.0M 0.04% +151K +35.0% $44.62 -2.8%
Page 9 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%