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CIK: 0001648711
Total reported value
$72.7B
$72.7B
1750 檔
9.4%
In Q1 2024, Baird Financial Group, Inc.'s U.S. equity holdings reached a combined market value of $72.7B, distributed across 1750 disclosed stock positions.
During Q1 2024, Baird Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1750 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.67% | -0.35% | +1.09% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.37% | +0.07% | +0.19% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.40% | -0.01% | +1.71% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.99% | -0.11% | +2.38% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 1.89% | -0.07% | +1.53% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.86% | +0.02% | +1.96% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.77% | +0.05% | +4.65% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.62% | +0.11% | -1.10% | |
| 9 | PGR | Progressive CORP | Stock-Financials | 1.59% | +0.04% | +2.63% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.40% | +0.26% | +1.53% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.39% | +0.05% | +0.58% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.05% | +2.04% | |
| 13 | FAST | Fastenal Co | Stock-Industrials | 1.30% | -0.08% | +1.05% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.16% | -1.47% | |
| 15 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.95% | -0.10% | +2.10% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 0.91% | +0.01% | +2.02% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.05% | -2.72% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.17% | +6.34% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.09% | +1.96% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.88% | -0.13% | +4.31% | |
| 21 | GE | General Electric | Stock-Industrials | 0.86% | +0.31% | +3.71% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.09% | +3.00% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.03% | +0.37% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.85% | -0.01% | +5.36% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.84% | -0.07% | +11.50% | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 0.84% | -0.02% | +3.24% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | +0.05% | +2.95% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.72% | -0.16% | +3.51% | |
| 29 | TEL | TE Connectivity plc | Stock-Tech | 0.69% | — | +2.78% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.03% | -8.49% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.02% | -2.62% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.01% | -1.54% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.08% | +1.55% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.10% | -2.07% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.15% | +6.31% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.03% | -2.26% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.57% | — | +2.50% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.04% | +1.32% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.04% | +2.22% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.06% | -1.00% | |
| 41 | OMC | Omnicom Group | Stock-Comm Services | 0.50% | -0.06% | +3.22% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.12% | +0.76% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | +0.01% | +0.42% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.10% | -0.12% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.05% | -2.81% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | -0.01% | -0.09% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.44% | -0.02% | +21.80% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | +0.03% | +1.73% | |
| 49 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.42% | +0.01% | +1.77% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | — | +409.33% |
According to official SEC Form 13F filings, Baird Financial Group, Inc. reported a total U.S. public equity portfolio value of $72.7B across 1750 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, JPM) accounted for 9.4% of total reported equity market value during Q1 2024.
During Q1 2024, Baird Financial Group, Inc.'s top holdings by market value included MSFT (4.7%)、AAPL (3.4%)、JPM (2.4%). The largest single position, MSFT, represented 4.7% of total portfolio value.
In Q1 2024, Baird Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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