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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 85 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 DHT DHT HOLDINGS INC Energy 14,428.0 $264K NEW $18.27 -3.0%
1682 AVIG AMERICAN CENTY ETF TR 6,329.0 $263K -981.0 -13.4% $41.54 -1.6%
1683 MDYG SPDR SERIES TRUST 2,738.0 $263K -65.0 -2.3% $95.96 +8.4%
1684 XOP SPDR SERIES TRUST 1,440.0 $262K -992.0 -40.8% $181.83 -2.1%
1685 ACWV ISHARES INC 2,186.0 $261K $119.51 +2.4%
1686 TLN TALEN ENERGY CORP Utilities 816.0 $260K +159.0 +24.2% $319.23 -1.5%
1687 NUSC NUSHARES ETF TR 5,757.0 $259K -4K -42.1% $45.06 +5.9%
1688 VCR VANGUARD WORLD FD 722.0 $259K -28.0 -3.7% $359.03 +5.8%
1689 SRPT SAREPTA THERAPEUTICS INC Healthcare 11,904.0 $259K NEW $21.76 -22.9%
1690 IGE ISHARES TR 4,100.0 $258K NEW $62.94 -1.1%
1691 RPG INVESCO EXCHANGE TRADED FD T 5,520.0 $258K NEW $46.74 +19.5%
1692 EOS EATON VANCE ENHANCED EQUITY Financial Services 12,607.0 $258K $20.46 +7.9%
1693 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 5,127.0 $256K +207.0 +4.2% $49.85 -5.5%
1694 UMAC UNUSUAL MACHS INC Financial Services 20,500.0 $254K +6K +42.2% $12.40 +9.5%
1695 TPB TURNING PT BRANDS INC Consumer Defensive 2,917.0 $253K -425.0 -12.7% $86.79 +3.4%
1696 IYM ISHARES TR 1,434.0 $252K $175.92 +0.6%
1697 IMCG ISHARES TR 3,198.0 $252K -359.0 -10.1% $78.77 +12.2%
1698 STRL STERLING INFRASTRUCTURE INC Industrials 613.0 $250K -42.0 -6.4% $407.27 +82.0%
1699 ASB ASSOCIATED BANC CORP Financial Services 9,633.0 $249K -976.0 -9.2% $25.86 +5.5%
1700 EXEL EXELIXIS INC Healthcare 5,783.0 $248K -888.0 -13.3% $42.89 +15.3%
Page 85 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%