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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 28 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SSNC SSC TECH HLDGS Technology 7,981.0 $539K 0.00% -144.0 -1.8% $67.57 -4.4%
542 LUV SOUTHWEST AIRLS CO Industrials 14,321.0 $538K 0.00% -7K -32.4% $37.57 +2.5%
543 SWKS SKYWORKS SOLUTIONS INC Technology 9,975.0 $534K 0.00% -245.0 -2.4% $53.55 +28.0%
544 KEY KEYCORP Financial Services 26,552.0 $532K 0.00% -4K -12.8% $20.05 +4.9%
545 FTF FRANKLIN LTD DURATION INCOME Financial Services 90,528.0 $528K 0.00% -1K -1.4% $5.83 +0.2%
546 NPO ENPRO INC Industrials 2,097.0 $526K 0.00% -96.0 -4.4% $250.65 +24.4%
547 FTSL FIRST TR EXCHANGE TRADED FD 11,644.0 $522K 0.00% -4K -25.5% $44.80 +0.7%
548 XMMO INVESCO EXCHANGE TRADED FD T 3,589.0 $520K 0.00% -876.0 -19.6% $145.02 +11.1%
549 RBCAA REPUBLIC BANCORP INC KY Financial Services 7,333.0 $517K 0.00% -267.0 -3.5% $70.55 +7.0%
550 SUI SUN CMNTYS INC Real Estate 4,094.0 $516K 0.00% -263.0 -6.0% $125.96 -4.4%
551 COOPER COS INC 7,105.0 $508K 0.00% -2K -25.3% $71.50
552 MKSI MKS INC. Technology 2,189.0 $503K 0.00% -14.0 -0.6% $229.81 +31.9%
553 AVA AVISTA CORP Utilities 12,287.0 $493K 0.00% -1K -7.9% $40.14 +2.6%
554 BURL BURLINGTON STORES INC Consumer Cyclical 1,511.0 $492K 0.00% -10K -86.8% $325.38 -10.8%
555 NYT NEW YORK TIMES CO MTN BE Communication Services 5,868.0 $491K 0.00% -462.0 -7.3% $83.73 -11.0%
556 HYLS FIRST TR EXCHANGE TRADED FD 12,091.0 $491K 0.00% -2K -13.5% $40.57 +0.7%
557 RIO RIO TINTO PLC Basic Materials 5,147.0 $480K 0.00% -75.0 -1.4% $93.30 +11.1%
558 ENVX ENOVIX CORPORATION Industrials 92,478.0 $479K 0.00% -17K -15.5% $5.18 +18.0%
559 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 22,254.0 $477K 0.00% -253.0 -1.1% $21.45 +20.6%
560 EMN EASTMAN CHEM CO Basic Materials 6,206.0 $474K 0.00% -363.0 -5.5% $76.32 -6.2%
Page 28 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%