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CIK: 0001648711
Total reported value
$72.7B
$72.7B
1753 檔
10.5%
As reported in its official Q2 2024 Form 13F filing, Baird Financial Group, Inc.'s tracked investment portfolio stood at $72.7B with 1753 total positions.
During Q2 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 1753 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.97% | -0.35% | +1.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.13% | +0.07% | +0.98% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | -0.01% | +2.41% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.29% | +0.02% | +3.38% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.97% | -0.11% | +3.52% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.78% | +0.05% | +3.25% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.74% | -0.07% | +3.96% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.69% | +0.11% | -2.63% | |
| 9 | PGR | Progressive CORP | Stock-Financials | 1.50% | +0.04% | -5.08% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.36% | +0.26% | +2.32% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.36% | +0.05% | +1.42% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.05% | +934.39% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.05% | +0.72% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.16% | +0.74% | |
| 15 | FAST | Fastenal Co | Stock-Industrials | 1.07% | -0.08% | +2.12% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.17% | +11.54% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.09% | +1.90% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.93% | -0.13% | +5.20% | |
| 19 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.91% | -0.10% | +3.06% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | -1.61% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.85% | +0.01% | +2.60% | |
| 22 | GE | General Electric | Stock-Industrials | 0.85% | +0.31% | +9.06% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | +0.09% | +2.33% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | -0.01% | +2.01% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.80% | -0.16% | +3.40% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.08% | +6.09% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 0.79% | -0.02% | +4.37% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.05% | -1.25% | |
| 29 | TEL | TE Connectivity plc | Stock-Tech | 0.74% | — | +4.20% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | -0.07% | +3.78% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.03% | -1.00% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.01% | +2.18% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.12% | +6.53% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.02% | +1.89% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.15% | +0.14% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.10% | -1.99% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.04% | -1.08% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.03% | -1.50% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.51% | — | +3.32% | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.50% | +0.40% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.09% | +10.51% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.04% | +3.02% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | +0.03% | +6.75% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | +0.01% | +2.46% | |
| 45 | OMC | Omnicom Group | Stock-Comm Services | 0.48% | -0.06% | +4.34% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.06% | -1.49% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.45% | -0.02% | +5.39% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.01% | -1.15% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.05% | -8.73% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.10% | +1.05% |
According to official SEC Form 13F filings, Baird Financial Group, Inc. reported a total U.S. public equity portfolio value of $72.7B across 1753 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, JPM) accounted for 10.5% of total reported equity market value during Q2 2024.
During Q2 2024, Baird Financial Group, Inc.'s top holdings by market value included MSFT (5.0%)、AAPL (4.1%)、JPM (2.5%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q2 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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