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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 23 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HUM HUMANA INC Healthcare 7,099.0 $1.2M 0.00% -1K -17.4% $173.39 +75.4%
442 AMLP ALPS ETF TR 23,351.0 $1.2M 0.00% -2K -7.1% $52.64 +3.4%
443 TTAN SERVICETITAN INC Technology 19,369.0 $1.2M 0.00% -5K -20.6% $63.46 -0.4%
444 LEN LENNAR CORP Consumer Cyclical 14,118.0 $1.2M 0.00% -2K -10.8% $86.84 -6.3%
445 AIT APPLIED INDL TECHNOLOGIES IN Industrials 4,600.0 $1.2M 0.00% -156.0 -3.3% $265.32 +12.3%
446 CIEN CIENA CORP Technology 3,137.0 $1.2M 0.00% -272.0 -8.0% $388.23 +36.1%
447 PDI PIMCO DYNAMIC INCOME FD Financial Services 70,644.0 $1.2M 0.00% -121K -63.1% $17.11 -3.3%
448 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 53,977.0 $1.2M 0.00% -1K -2.0% $22.36 +6.8%
449 IAI ISHARES TR 7,339.0 $1.2M 0.00% -155.0 -2.1% $164.18 +7.8%
450 FFIV F5 INC Technology 4,131.0 $1.2M 0.00% -329.0 -7.4% $289.33 +32.5%
451 GFI GOLD FIELDS LTD Basic Materials 26,187.0 $1.2M 0.00% -492.0 -1.8% $45.40 -13.4%
452 BRC BRADY CORP Industrials 14,415.0 $1.2M 0.00% -336.0 -2.3% $81.24 +9.1%
453 VIRT VIRTU FINL INC Financial Services 26,441.0 $1.2M 0.00% -3K -10.0% $43.98 +26.3%
454 ACM AECOM Industrials 13,407.0 $1.1M 0.00% -97.0 -0.7% $84.82 -16.7%
455 VAW VANGUARD WORLD FD 5,022.0 $1.1M 0.00% -66.0 -1.3% $225.34 -1.7%
456 CGBL CAPITAL GROUP CORE BALANCED 32,859.0 $1.1M 0.00% -180K -84.5% $34.41 +6.5%
457 NWSA NEWS CORP NEW Communication Services 45,291.0 $1.1M 0.00% -998.0 -2.2% $24.93 +4.5%
458 LH LABCORP HOLDINGS INC Healthcare 4,119.0 $1.1M 0.00% -78.0 -1.9% $266.81 -5.9%
459 BANK AMERICA CORP 912.0 $1.1M 0.00% -36.0 -3.8% $1191.56
460 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 66,871.0 $1.1M 0.00% -498.0 -0.7% $16.17 -3.8%
Page 23 of 34  ·  675 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%