Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,765 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.5M | $2.7B | 4.8% | $159.94 | +208.98% | 27 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 9.6M | $2B | 3.5% | $105.14 | +94.20% | 27 qtrssince 2018-Q4 | Increased 58 |
JPMORGAN CHASE & CO | 6.3M | $1.8B | 3.2% | $114.31 | +147.63% | 27 qtrssince 2018-Q4 | Increased 60 |
BERKSHIRE HATHAWAY INC-CL B | 2.4M | $1.2B | 2.1% | $249.83 | +94.40% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 6.6M | $1.2B | 2.0% | $105.76 | +68.30% | 27 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.7M | $1.2B | 2.0% | $50.34 | +110.09% | 27 qtrssince 2018-Q4 | Increased 63 |
META PLATFORMS INC-CLASS A | 1.5M | $1.1B | 2.0% | $394.79 | +85.55% | 27 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 5.3M | $1B | 1.8% | $130.66 | +46.62% | 27 qtrssince 2018-Q4 | Increased 57 |
HOME DEPOT INC | 2.7M | $984M | 1.7% | $232.02 | +57.02% | 27 qtrssince 2018-Q4 | Increased 52 |
VANGUARD FTSE DEVELOPED ETF | 17.2M | $980.5M | 1.7% | $36.58 | +52.03% | 27 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 3.6M | $949.1M | 1.7% | $99.30 | +149.79% | 27 qtrssince 2018-Q4 | Increased 53 |
AMAZON.COM INC | 4M | $887.1M | 1.6% | $160.97 | +38.72% | 27 qtrssince 2018-Q4 | Increased 71 |
GENERAL ELECTRIC CO COM STOCK | 3.2M | $823.8M | 1.4% | $95.33 | +165.95% | 27 qtrssince 2018-Q4 | Increased 53 |
GE VERNOVA LLC | 1.6M | $823.4M | 1.4% | $191.06 | +171.56% | 5 qtrssince 2024-Q2 | Decreased 0 |
NVIDIA CORP | 4.9M | $774M | 1.4% | $115.95 | +36.04% | 27 qtrssince 2018-Q4 | Increased 52 |
ISHARES RUSSELL MIDCAP INDEX FUND | 8.2M | $755.5M | 1.3% | $55.80 | +62.78% | 27 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB (CHARLES) CORP | 7.3M | $665.6M | 1.2% | $57.03 | +57.51% | 27 qtrssince 2018-Q4 | Increased 53 |
JOHNSON & JOHNSON | 4.2M | $635.7M | 1.1% | $129.47 | +16.12% | 27 qtrssince 2018-Q4 | Increased 50 |
PARKER HANNIFIN CORP | 890,467 | $622M | 1.1% | $366.26 | +90.05% | 27 qtrssince 2018-Q4 | Increased 52 |
FASTENAL CO | 14.4M | $604.3M | 1.1% | $28.35 | +44.32% | 27 qtrssince 2018-Q4 | Increased 74 |
Baird Financial Group, Inc. manages $57B across 1765 positions as of Q2 2025. Top holdings: MSFT (4.8%), AAPL (3.5%), JPM (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 116 new positions, 104 exits, 779 increased. Top move: FAST (INCREASED, conviction 74). Portfolio: $57.0B across 1765 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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