ポートフォリオ差分
Baird Financial Group, Inc.
Q1 2026 ⇄ Q2 2026
+150追加済み
−70除外
200サイズ変更済み
92変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| EXEL EXELIXIS INC | 5.78K | 437.14K | +7459.0% |
| TTC TORO CO | 4.07K | 175.89K | +4227.0% |
| BURL BURLINGTON STORES INC | 1.51K | 41.67K | +2657.8% |
| BKNG BOOKING HOLDINGS INC | 6.61K | 163.84K | +2379.4% |
| MAS MASCO CORP | 13.68K | 224.51K | +1540.8% |
| MDLN MEDLINE INC | 30.36K | 379.94K | +1151.5% |
| CRS CARPENTER TECHNOLOGY… | 1.71K | 19.16K | +1020.9% |
| KLAC KLA CORP | 20.16K | 219.39K | +988.0% |
| CGNX COGNEX CORP | 4.12K | 41.09K | +898.0% |
| DUOL DUOLINGO INC | 7.06K | 69.33K | +881.9% |
| MOD MODINE MFG CO | 1.22K | 10.24K | +739.2% |
| VGT VANGUARD WORLD FD | 41.65K | 339.20K | +714.5% |
| LSGR NATIXIS ETF TRUST II | 27.80K | 205.31K | +638.5% |
| MGK VANGUARD WORLD FD | 25.85K | 186.60K | +621.8% |
| FTAI FTAI AVIATION LTD | 12.47K | 89.67K | +619.2% |
| WAB WABTEC | 3.67K | 24.25K | +561.2% |
| WMS ADVANCED DRAIN SYS INC… | 19.39K | 128.12K | +560.7% |
| VOOG VANGUARD ADMIRAL FDS INC | 5.45K | 34.97K | +542.2% |
| VUG VANGUARD INDEX FDS | 641.40K | 4.03M | +528.7% |
| GUT GABELLI UTIL TR | 37.56K | 225.79K | +501.2% |
| LFUS LITTELFUSE INC | 8.56K | 50.68K | +491.7% |
| BGIG ETF SER SOLUTIONS | 7.96K | 44.83K | +463.2% |
| CROX CROCS INC | 30.24K | 166.34K | +450.1% |
| DVN DEVON ENERGY CORP NEW | 65.75K | 357.97K | +444.4% |
| CGMM CAPITAL GROUP EQUITY… | 94.71K | 509.93K | +438.4% |
| SRLN SSGA ACTIVE ETF TR | 60.41K | 303.91K | +403.0% |
| HIMS HIMS HERS HEALTH INC | 13.53K | 65.58K | +384.6% |
| HDV ISHARES TR | 28.74K | 137.44K | +378.3% |
| CPB THE CAMPBELLS COMPANY | 37.69K | 159.05K | +322.0% |
| IWF ISHARES TR | 2.81M | 11.59M | +312.9% |
| VO VANGUARD INDEX FDS | 626.68K | 2.50M | +298.8% |
| PULS PGIM ETF TR | 191.08K | 731.00K | +282.6% |
| RPG INVESCO EXCHANGE TRADED… | 5.52K | 20.48K | +270.9% |
| BIIB BIOGEN INC | 4.21K | 15.36K | +264.6% |
| FTI TECHNIPFMC PLC | 48.98K | 172.91K | +253.0% |
| FSS FEDERAL SIGNAL CORP | 30.28K | 95.02K | +213.8% |
| BSMT INVESCO EXCH TRD SLF… | 9.06K | 28.15K | +210.5% |
| POWL POWELL INDS INC | 64.25K | 199.09K | +209.9% |
| BAI BLACKROCK ETF TRUST | 95.69K | 288.61K | +201.6% |
| PICK ISHARES INC | 56.57K | 168.83K | +198.4% |
| SNDK SANDISK CORP | 3.86K | 11.15K | +188.6% |
| NVMI NOVA LTD | 492 | 1.35K | +175.0% |
| RIVN RIVIAN AUTOMOTIVE INC | 109.78K | 289.69K | +163.9% |
| CL COLGATE PALMOLIVE CO | 142.95K | 365.28K | +155.5% |
| KNX KNIGHTSWIFT TRANSN… | 168.77K | 426.03K | +152.4% |
| MRNA MODERNA INC | 4.78K | 11.92K | +149.3% |
| TER TERADYNE INC | 21.45K | 53.03K | +147.2% |
| QQQM INVESCO EXCH TRADED FD… | 15.66K | 38.62K | +146.6% |
| VTES VANGUARD WELLINGTON FD | 2.41K | 5.91K | +145.0% |
| LH LABCORP HOLDINGS INC | 4.12K | 10.09K | +144.8% |
| ENTG ENTEGRIS INC | 5.26K | 12.62K | +139.7% |
| VLUE ISHARES TR | 16.28K | 38.47K | +136.3% |
| AVEM AMERICAN CENTY ETF TR | 62.11K | 146.03K | +135.1% |
| EIM EATON VANCE MUN BD FD | 17.76K | 41.13K | +131.6% |
| BAM BROOKFIELD ASSET… | 19.80K | 45.81K | +131.4% |
| TYG TORTOISE ENERGY… | 5.13K | 11.85K | +131.1% |
| USRT ISHARES TR | 15.88K | 36.56K | +130.2% |
| MISL FIRST TR EXCHANGETRADED… | 7.51K | 17.22K | +129.2% |
| FXL FIRST TR EXCHANGETRADED… | 13.65K | 31.00K | +127.1% |
| PTC PTC INC | 4.30K | 9.60K | +123.0% |
| SCHC SCHWAB STRATEGIC TR | 13.25K | 29.08K | +119.5% |
| GSK GSK PLC | 23.84K | 50.13K | +110.3% |
| QXO QXO INC | 45.10K | 93.80K | +108.0% |
| UNM UNUM GROUP | 7.24K | 15.02K | +107.4% |
| CIEN CIENA CORP | 3.14K | 6.42K | +104.6% |
| IDVO AMPLIFY ETF TR | 46.76K | 94.19K | +101.4% |
| NOBL PROSHARES TR | 361.24K | 725.69K | +100.9% |
| RPAY REPAY HLDGS CORP | 25.00K | 50.00K | +100.0% |
| YORW YORK WTR CO | 9.21K | 18.31K | +98.8% |
| ENVA ENOVA INTL INC | 141.57K | 1.85K | -98.7% |
| RMD RESMED INC | 105.94K | 1.47K | -98.6% |
| RJF RAYMOND JAMES FINL INC | 154.57K | 3.76K | -97.6% |
| GLW CORNING INC | 138.26K | 271.83K | +96.6% |
| BJ BJS WHSL CLUB HLDGS INC | 148.21K | 6.96K | -95.3% |
| GGG GRACO INC | 273.58K | 13.07K | -95.2% |
| AMKR AMKOR TECHNOLOGY INC | 403.78K | 19.40K | -95.2% |
| EFX EQUIFAX INC | 112.59K | 6.88K | -93.9% |
| XSOE WISDOMTREE TR | 18.30K | 35.46K | +93.8% |
| FENI FIDELITY COVINGTON TRUST | 240.06K | 463.87K | +93.2% |
| TDIV FIRST TR EXCHANGE… | 28.97K | 55.47K | +91.5% |
| TKO TKO GROUP HOLDINGS INC | 138.62K | 15.13K | -89.1% |
| RIO RIO TINTO PLC | 5.15K | 9.68K | +88.1% |
| DFUS DIMENSIONAL ETF TRUST | 23.20K | 43.41K | +87.2% |
| GWRE GUIDEWIRE SOFTWARE INC | 1.50K | 2.81K | +86.8% |
| DDS DILLARDS INC | 3.30K | 440 | -86.7% |
| ALB ALBEMARLE CORP | 4.48K | 8.36K | +86.5% |
| CCL CARNIVAL CORP LTD | 111.03K | 15.58K | -86.0% |
| EIX EDISON INTL | 231.96K | 34.51K | -85.1% |
| VMBS VANGUARD SCOTTSDALE FDS | 23.37K | 43.15K | +84.6% |
| CI THE CIGNA GROUP | 40.46K | 6.23K | -84.6% |
| FICO FAIR ISAAC CORP | 15.51K | 2.85K | -81.6% |
| JBHT HUNT J B TRANS SVCS INC | 16.90K | 3.15K | -81.4% |
| TTD THE TRADE DESK INC | 79.71K | 15.18K | -81.0% |
| WSC WILLSCOT HLDGS CORP | 109.84K | 22.07K | -79.9% |
| TM TOYOTA MOTOR CORP | 3.38K | 6.09K | +79.9% |
| FCX FREEPORT MCMORAN INC | 83.39K | 149.76K | +79.6% |
| BWA BORGWARNER INC | 16.31K | 3.37K | -79.4% |
| RGA REINSURANCE GROUP AMER… | 2.83K | 5.07K | +79.0% |
| MEDP MEDPACE HLDGS INC | 640 | 1.15K | +78.9% |
| NVT NVENT ELEC PLC | 5.56K | 9.94K | +78.6% |
| FXN FIRST TR EXCHANGETRADED… | 154.37K | 33.61K | -78.2% |
| XHB SPDR SERIES TRUST | 50.22K | 11.32K | -77.5% |
| CHRW C H ROBINSON WORLDWIDE… | 55.12K | 12.66K | -77.0% |
| EXG EATON VANCE TAXMANAGED… | 15.93K | 28.17K | +76.9% |
| BTI BRITISH AMERN TOB PLC | 18.16K | 31.85K | +75.4% |
| MUSA MURPHY USA INC | 105.01K | 26.69K | -74.6% |
| IYE ISHARES TR | 100.19K | 26.66K | -73.4% |
| BSX BOSTON SCIENTIFIC CORP | 172.25K | 46.81K | -72.8% |
| COCO VITA COCO CO INC | 88.74K | 24.25K | -72.7% |
| SGDM SPROTT ETF TRUST | 25.61K | 43.62K | +70.3% |
| FYC FIRST TR EXCHANGETRADED… | 72.92K | 124.07K | +70.2% |
| CDW CDW CORP | 83.06K | 140.93K | +69.7% |
| EBAY EBAY INC. | 28.19K | 8.61K | -69.5% |
| VPV INVESCO PA VALUE MUN… | 47.99K | 14.78K | -69.2% |
| FEMS FIRST TR EXCH TRD… | 40.89K | 68.86K | +68.4% |
| HSBC HSBC HLDGS PLC | 2.43K | 4.06K | +67.2% |
| DD DUPONT DE NEMOURS INC | 282.63K | 95.18K | -66.3% |
| XAR SPDR SERIES TRUST | 17.10K | 5.89K | -65.5% |
| COIN COINBASE GLOBAL INC | 35.20K | 12.13K | -65.5% |
| TRMB TRIMBLE INC | 26.72K | 9.29K | -65.2% |
選択した2四半期間の生株数比較（報告値のまま；離れた四半期間の株式分割は本表では調整されません — マネージャーページの四半期変化タブは分割調整済みです）。ティッカーがマッピングされた普通株ポジションのみ対象。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
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