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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 70 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 SOLV SOLVENTUM CORP Healthcare 10,625.0 $694K 0.00% -1K -8.9% $65.30 +14.4%
1382 JOF JAPAN SMALLER CAPITALIZATION Financial Services 63,423.0 $691K 0.00% -505.0 -0.8% $10.90 +5.2%
1383 HALO HALOZYME THERAPEUTICS INC Healthcare 10,694.0 $691K 0.00% +91.0 +0.9% $64.63 +6.3%
1384 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 32,533.0 $689K 0.00% +187.0 +0.6% $21.18 +0.6%
1385 IVOO VANGUARD ADMIRAL FDS INC 6,007.0 $687K 0.00% -1K -18.9% $114.32 +7.8%
1386 PPT PUTNAM PREMIER INCOME TR Financial Services 193,250.0 $686K 0.00% +38K +24.7% $3.55 -3.1%
1387 DLS WISDOMTREE TR 8,397.0 $684K 0.00% +5K +128.2% $81.50 +7.2%
1388 QQQJ INVESCO EXCH TRADED FD TR II 18,892.0 $684K 0.00% +815.0 +4.5% $36.21 +16.2%
1389 NET CLOUDFLARE INC Technology 3,312.0 $683K 0.00% +1K +78.1% $206.34 +0.2%
1390 AIVL WISDOMTREE TR 5,898.0 $683K 0.00% -349.0 -5.6% $115.72 +6.6%
1391 FLC FLAHERTY CRUMRINE TOTAL RE Financial Services 40,976.0 $680K 0.00% -333.0 -0.8% $16.60 +0.8%
1392 RZV INVESCO EXCHANGE TRADED FD T 5,465.0 $680K 0.00% NEW $124.40 +6.8%
1393 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,608.0 $678K 0.00% +49.0 +1.4% $188.00 +20.1%
1394 IBDR ISHARES TR 27,972.0 $678K 0.00% +4K +17.8% $24.24 -0.1%
1395 CRS CARPENTER TECHNOLOGY CORP Industrials 1,709.0 $674K 0.00% NEW $394.15 +3.1%
1396 IYY ISHARES TR 4,201.0 $666K 0.00% $158.45 +13.6%
1397 FCT FIRST TR SR FLTG RATE INCOME Financial Services 69,046.0 $666K 0.00% +570.0 +0.8% $9.64 +1.0%
1398 YUMC YUM CHINA HLDGS INC Consumer Cyclical 13,613.0 $664K 0.00% -1K -9.4% $48.78 -7.1%
1399 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6,633.0 $664K 0.00% -136.0 -2.0% $100.09 -5.8%
1400 NVT NVENT ELEC PLC Industrials 5,564.0 $658K 0.00% $118.28 +33.8%
Page 70 of 92  ·  1,826 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%