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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 73 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 NICE NICE LTD Technology 5,024.0 $554K 0.00% -575.0 -10.3% $110.26 -14.6%
1442 AWR AMER STATES WTR CO Utilities 7,318.0 $553K 0.00% +900.0 +14.0% $75.62 +0.8%
1443 CHE CHEMED CORP NEW Healthcare 1,455.0 $550K 0.00% +75.0 +5.4% $377.74 +16.3%
1444 RWL INVESCO EXCH TRADED FD TR II 4,772.0 $548K 0.00% -2K -24.8% $114.91 +8.4%
1445 QQQE DIREXION SHARES ETF TRUST 5,542.0 $546K 0.00% NEW $98.53 +16.6%
1446 MSA MSA SAFETY INC Industrials 3,329.0 $546K 0.00% -67.0 -2.0% $163.95 +2.1%
1447 BSMR INVESCO EXCH TRD SLF IDX FD 23,066.0 $546K 0.00% +9K +69.7% $23.65 -0.6%
1448 VPU VANGUARD WORLD FD 2,750.0 $545K 0.00% +31.0 +1.1% $198.14 -1.8%
1449 PRDO PERDOCEO ED CORP Consumer Defensive 14,578.0 $542K 0.00% +219.0 +1.5% $37.21 -10.9%
1450 FE FIRSTENERGY CORP Utilities 10,688.0 $541K 0.00% +508.0 +5.0% $50.66 -10.7%
1451 ROUS LATTICE STRATEGIES TR 9,158.0 $541K 0.00% +158.0 +1.8% $59.04 +9.6%
1452 SSNC SSC TECH HLDGS Technology 7,981.0 $539K 0.00% -144.0 -1.8% $67.57 -1.1%
1453 LUV SOUTHWEST AIRLS CO Industrials 14,321.0 $538K 0.00% -7K -32.4% $37.57 +5.5%
1454 TD TORONTO DOMINION BK ONT Financial Services 5,748.0 $536K 0.00% +321.0 +5.9% $93.31 +18.2%
1455 SCI SERVICE CORP INTL Consumer Cyclical 6,481.0 $535K 0.00% +429.0 +7.1% $82.51 -8.1%
1456 SWKS SKYWORKS SOLUTIONS INC Technology 9,975.0 $534K 0.00% -245.0 -2.4% $53.55 +35.5%
1457 KEY KEYCORP Financial Services 26,552.0 $532K 0.00% -4K -12.8% $20.05 +6.1%
1458 SXI STANDEX INTL CORP Industrials 2,078.0 $530K 0.00% +40.0 +2.0% $254.86 -2.2%
1459 UNM UNUM GROUP Financial Services 7,241.0 $529K 0.00% $73.03 +16.5%
1460 FTF FRANKLIN LTD DURATION INCOME Financial Services 90,528.0 $528K 0.00% -1K -1.4% $5.83 -0.1%
Page 73 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%