Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,826 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 10M | $2.5B | 4.0% | $111.03 | +128.17% | 30 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 5.8M | $2.1B | 3.3% | $175.09 | +130.69% | 30 qtrssince 2018-Q4 | Increased 60 |
JPMORGAN CHASE & CO | 6.7M | $2B | 3.1% | $127.06 | +136.32% | 30 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC-CL C | 6.8M | $1.9B | 3.0% | $110.25 | +175.35% | 30 qtrssince 2018-Q4 | Increased 59 |
VANGUARD FTSE DEVELOPED ETF | 21.5M | $1.4B | 2.2% | $41.81 | +59.32% | 30 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 6M | $1.3B | 2.0% | $140.55 | +58.14% | 30 qtrssince 2018-Q4 | Increased 56 |
BERKSHIRE HATHAWAY INC-CL B | 2.7M | $1.3B | 2.0% | $271.12 | +77.55% | 30 qtrssince 2018-Q4 | Increased 52 |
GE VERNOVA LLC | 1.4M | $1.2B | 1.9% | $214.73 | +292.12% | 8 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.8M | $1.2B | 1.9% | $52.87 | +101.46% | 30 qtrssince 2018-Q4 | Increased 52 |
AMAZON.COM INC | 5.5M | $1.1B | 1.8% | $174.24 | +19.80% | 30 qtrssince 2018-Q4 | Increased 62 |
JOHNSON & JOHNSON | 4.5M | $1.1B | 1.7% | $136.37 | +80.94% | 30 qtrssince 2018-Q4 | Increased 52 |
GENERAL ELECTRIC CO COM STOCK | 3.5M | $987.6M | 1.5% | $116.34 | +187.22% | 30 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.9M | $958.9M | 1.5% | $243.56 | +50.65% | 30 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS INC-CLASS A | 1.7M | $954.3M | 1.5% | $419.43 | +56.18% | 30 qtrssince 2018-Q4 | Increased 52 |
ISHARES RUSSELL MIDCAP INDEX FUND | 9M | $872.1M | 1.4% | $59.40 | +71.29% | 30 qtrssince 2018-Q4 | Increased 52 |
NVIDIA CORP | 4.9M | $853.2M | 1.3% | $117.05 | +53.82% | 30 qtrssince 2018-Q4 | Increased 51 |
PROGRESSIVE CORP | 4.1M | $820.6M | 1.3% | $116.21 | +83.59% | 30 qtrssince 2018-Q4 | Increased 54 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 6.5M | $803.5M | 1.3% | $97.74 | +32.19% | 30 qtrssince 2018-Q4 | Increased 53 |
SCHWAB (CHARLES) CORP | 8.4M | $793.7M | 1.2% | $62.22 | +50.07% | 30 qtrssince 2018-Q4 | Increased 53 |
PARKER HANNIFIN CORP | 875,351 | $783.6M | 1.2% | $400.27 | +147.00% | 30 qtrssince 2018-Q4 | Decreased 0 |
Baird Financial Group, Inc. manages $64B across 1826 positions as of Q1 2026. Top holdings: AAPL (4.0%), MSFT (3.3%), JPM (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 145 new positions, 105 exits, 872 increased. Top move: AMZN (INCREASED, conviction 62). Portfolio: $64.0B across 1826 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer