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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 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WESTPORT FUEL SYSTEMS INC 163,898.0 $298K -13K -7.5% $1.82
622 QCLN FIRST TR EXCHANGE TRADED FD 6,343.0 $295K -500.0 -7.3% $46.47 +26.4%
623 LOPE GRAND CANYON ED INC Consumer Defensive 1,732.0 $294K -527.0 -23.3% $170.03 -7.2%
624 MTZ MASTEC INC Industrials 913.0 $294K -126.0 -12.1% $321.74 +29.0%
625 XSMO INVESCO EXCHANGE TRADED FD T 3,847.0 $292K -408.0 -9.6% $76.02 +10.7%
626 SIZE ISHARES TR 1,824.0 $291K -75.0 -4.0% $159.46 +6.7%
627 SONY SONY GROUP CORP Technology 13,823.0 $286K -16K -53.5% $20.70 +7.8%
628 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,554.0 $282K -836.0 -11.3% $43.06 -5.2%
629 CC CHEMOURS CO Basic Materials 12,548.0 $276K -562.0 -4.3% $22.03 +4.1%
630 FOUR SHIFT4 PMTS INC Technology 6,308.0 $276K -265K -97.7% $43.73 -3.9%
631 CGCB CAPITAL GRP FIXED INCM ETF T 10,321.0 $271K -67K -86.6% $26.26 -1.1%
632 ACI ALBERTSONS COS INC Consumer Defensive 15,610.0 $266K -131K -89.4% $17.04 -1.3%
633 AVIG AMERICAN CENTY ETF TR 6,329.0 $263K -981.0 -13.4% $41.54 -1.2%
634 MDYG SPDR SERIES TRUST 2,738.0 $263K -65.0 -2.3% $95.96 +8.9%
635 XOP SPDR SERIES TRUST 1,440.0 $262K -992.0 -40.8% $181.83 -3.1%
636 NUSC NUSHARES ETF TR 5,757.0 $259K -4K -42.1% $45.06 +6.7%
637 VCR VANGUARD WORLD FD 722.0 $259K -28.0 -3.7% $359.03 +7.1%
638 TPB TURNING PT BRANDS INC Consumer Defensive 2,917.0 $253K -425.0 -12.7% $86.79 +3.2%
639 IMCG ISHARES TR 3,198.0 $252K -359.0 -10.1% $78.77 +12.5%
640 STRL STERLING INFRASTRUCTURE INC Industrials 613.0 $250K -42.0 -6.4% $407.27 +108.4%
Page 32 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%