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CIK: 0001648711
Total reported value
$72.7B
$72.7B
1753 檔
11.0%
The Q1 2025 SEC filing reveals that Baird Financial Group, Inc. held a total portfolio value of $72.7B, covering 1753 public equity positions.
In Q1 2025, Baird Financial Group, Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1753 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.11% | +0.07% | +0.48% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.96% | -0.35% | +1.02% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.88% | -0.01% | +2.34% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.51% | -0.11% | +0.43% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.93% | +0.02% | +3.24% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 1.85% | +0.04% | -7.33% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.84% | -0.07% | +3.10% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.70% | +0.05% | +0.70% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.70% | +0.05% | +1.78% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.64% | +0.11% | +0.13% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | -0.17% | +7.99% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.35% | +0.26% | +1.77% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | -0.05% | +4.18% | |
| 14 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.27% | -0.10% | +5.67% | |
| 15 | FAST | Fastenal Co | Stock-Industrials | 1.26% | -0.08% | +1.73% | |
| 16 | GE | General Electric | Stock-Industrials | 1.16% | +0.31% | -0.75% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.14% | +0.09% | +16.48% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.16% | -1.64% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.04% | -0.13% | +6.00% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 0.99% | -0.02% | +5.57% | |
| 21 | GEV | GE Vernova Inc | Stock-Industrials | 0.99% | +0.40% | +8.22% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.05% | -2.67% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.09% | +0.45% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 0.90% | +0.01% | +3.22% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.88% | -0.16% | +3.09% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | +3.64% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.03% | -2.08% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | -0.01% | +5.42% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | +0.05% | -2.74% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | -0.07% | +26.79% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.02% | -1.53% | |
| 32 | TEL | TE Connectivity plc | Stock-Tech | 0.71% | -0.12% | +5.12% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.01% | -2.75% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.12% | +4.20% | |
| 35 | OMC | Omnicom Group | Stock-Comm Services | 0.62% | -0.06% | +44.49% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.08% | -0.24% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.57% | -0.08% | +290.61% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.04% | -0.51% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.04% | +1.66% | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.55% | -0.04% | +17.09% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.15% | -0.49% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.52% | -0.04% | +4.87% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.52% | -0.02% | +15.66% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | +0.03% | +4.44% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.10% | +2.85% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.50% | -0.02% | +5.43% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | -0.01% | +1.73% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.46% | -0.06% | +4.24% | |
| 49 | KMX | Carmax Inc | Stock-Consumer Disc | 0.46% | +0.03% | +7.14% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.05% | +5.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 6 | PGR | Progressive CORP | — | NEW | New buy |
| 7 | HD | Home Depot Inc | — | NEW | New buy |
| 8 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 9 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 10 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 12 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 13 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 14 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 15 | FAST | Fastenal Co | — | NEW | New buy |
| 16 | GE | General Electric | — | NEW | New buy |
| 17 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 18 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 19 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 20 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 21 | GEV | GE Vernova Inc | — | NEW | New buy |
| 22 | NVDA | Nvidia CORP | — | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 24 | UNP | Union Pacific CORP | — | NEW | New buy |
| 25 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 26 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 27 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 28 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 29 | ABBV | Abbvie Inc | — | NEW | New buy |
| 30 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 31 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 32 | TEL | TE Connectivity plc | — | NEW | New buy |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 34 | AVGO | Broadcom Inc | — | NEW | New buy |
| 35 | OMC | Omnicom Group | — | NEW | New buy |
| 36 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 37 | DHR | Danaher CORP | — | NEW | New buy |
| 38 | MA | Mastercard Inc - A | — | NEW | New buy |
| 39 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 40 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 41 | CVX | Chevron CORP | — | NEW | New buy |
| 42 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 43 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 44 | BAC | Bank Of America CORP | — | NEW | New buy |
| 45 | ABT | Abbott Laboratories | — | NEW | New buy |
| 46 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 47 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 48 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 49 | KMX | Carmax Inc | — | NEW | New buy |
| 50 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
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 Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 11.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $2.1B
During Q1 2025, Baird Financial Group, Inc.'s top holdings by market value included AAPL (4.1%)、MSFT (4.0%)、JPM (2.9%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q1 2025, Baird Financial Group, Inc. made 200 total portfolio adjustments, initiating 200 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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