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CIK: 0001648711
Total reported value
$72.7B
$72.7B
1786 檔
15.0%
According to the latest 13F quarterly dataset, Baird Financial Group, Inc. managed an equity portfolio of $72.7B at the end of Q4 2025, spanning 1786 distinct U.S. exchange-listed positions.
Baird Financial Group, Inc. executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 4 holdings and trimming 88 positions.
Showing top 200 holdings (of 1786 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | -0.35% | +1.47% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.18% | +0.07% | +1.37% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.30% | -0.01% | +2.22% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.27% | +0.02% | -0.07% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.04% | -0.11% | +3.73% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.00% | +0.11% | -1.60% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.96% | +0.05% | +8.71% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.92% | +0.05% | +4.09% | |
| 9 | GE | General Electric | Stock-Industrials | 1.71% | +0.31% | +4.54% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | -0.17% | +1.63% | |
| 11 | GEV | GE Vernova Inc | Stock-Industrials | 1.62% | +0.40% | -3.72% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.09% | +3.23% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | -0.07% | +1.42% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | -0.05% | +2.18% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +0.05% | -0.75% | |
| 16 | PGR | Progressive CORP | Stock-Financials | 1.38% | +0.04% | +3.41% | |
| 17 | PH | Parker Hannifin CORP | Stock-Industrials | 1.32% | -0.02% | +3.46% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.30% | +0.26% | +2.64% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.24% | -0.13% | +3.79% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.15% | +0.09% | +6.30% | |
| 21 | TEL | TE Connectivity plc | Stock-Tech | 1.06% | -0.12% | +3.56% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | +0.12% | -3.68% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.03% | +18.21% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.99% | -0.16% | +2.94% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.08% | -0.66% | |
| 26 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.94% | -0.10% | +2.39% | |
| 27 | FAST | Fastenal Co | Stock-Industrials | 0.93% | -0.08% | +1.79% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | +6.64% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.84% | -0.07% | +2.80% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.82% | -0.04% | +33.75% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | -0.01% | +4.16% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.81% | -0.04% | +36.39% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.16% | +0.91% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.78% | -0.02% | +32.81% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.73% | -0.08% | +3.70% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | +0.01% | +2.90% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | +0.05% | -1.11% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.01% | +4.44% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.02% | -0.29% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.58% | -0.02% | +17.09% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | +0.03% | +0.66% | |
| 42 | OMC | Omnicom Group | Stock-Comm Services | 0.55% | -0.06% | -0.24% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | +0.03% | +10.75% | |
| 44 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.48% | +0.01% | +3.55% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.04% | -2.28% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.04% | +5.96% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.09% | +7.46% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.04% | +8.42% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.01% | +2.25% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.10% | +4.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | -0.07% | Trim |
| 2 | WFC | Wells Fargo & Co | +0.3% | +36.39% | Add |
| 3 | AAPL | Apple Inc | +0.2% | +1.37% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.66% | Trim |
| 5 | VGSH | Vanguard Short-term Treasury | +0.2% | +33.75% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +8.71% | Add |
| 7 | PH | Parker Hannifin CORP | +0.2% | +3.46% | Add |
| 8 | VCIT | Vanguard Int-term Corporate | +0.2% | +32.81% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +18.21% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | +7.46% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +2.18% | Add |
| 12 | DHR | Danaher CORP | +0.1% | +3.70% | Add |
| 13 | IWD | Ishares Russell 1000 Value E | +0.1% | +4.09% | Add |
| 14 | EXPD | Expeditors Intl Wash Inc | +0.1% | +3.55% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +3.23% | Add |
| 16 | BIV | Vanguard Intermediate-term B | +0.1% | +17.09% | Add |
| 17 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +55.09% | Add |
| 18 | GE | General Electric | +0.1% | +4.54% | Add |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +3.79% | Add |
| 20 | MU | Micron Technology Inc | +0.1% | +15.83% | Add |
| 21 | TJX | Tjx Companies Inc | +0.1% | +2.94% | Add |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.30% | Add |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.64% | Add |
| 24 | TEL | TE Connectivity plc | +0.1% | +3.56% | Add |
| 25 | CW | Curtiss-wright CORP | +0.1% | +317.53% | Add |
| 26 | TMO | Thermo Fisher Scientific Inc | +0.1% | +9.57% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +2.22% | Add |
| 28 | WMT | Walmart Inc | 0% | +4.98% | Add |
| 29 | CAT | Caterpillar Inc | 0% | +0.56% | Add |
| 30 | MRK | Merck & Co. Inc. | 0% | +2.31% | Add |
| 31 | ISRG | Intuitive Surgical Inc | 0% | +33.24% | Add |
| 32 | VONV | Vanguard Russell 1000 Value | 0% | +4438.17% | Add |
| 33 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.16% | Add |
| 34 | VWO | Vanguard Ftse Emerging Marke | 0% | +10.75% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +11.01% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | +8.42% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.44% | Add |
| 38 | SPSB | Ss Spdr P St C CORP ETF | 0% | +18.34% | Add |
| 39 | CSCO | Cisco Systems Inc | 0% | -0.23% | Trim |
| 40 | FICO | Fair Isaac CORP | 0% | +522.35% | Add |
| 41 | LULU | Lululemon Athletica Inc | 0% | +44.29% | Add |
| 42 | KO | Coca-cola Co/the | 0% | +23.54% | Add |
| 43 | FND | Floor & Decor Holdings Inc-a | 0% | +6269.65% | Add |
| 44 | IUSV | Ishares Core S&p U.s. Value | 0% | +114.36% | Add |
| 45 | BAC | Bank Of America CORP | 0% | +0.66% | Add |
| 46 | VEU | Vanguard Ftse All-world Ex-u | 0% | +6.89% | Add |
| 47 | VUG | Vanguard Growth ETF | 0% | +5.96% | Add |
| 48 | LRCX | Lam Research CORP | 0% | -4.34% | Trim |
| 49 | CME | Cme Group Inc | 0% | +48.63% | Add |
| 50 | EME | Emcor Group Inc | 0% | +509.24% | Add |
According to official SEC Form 13F filings, Baird Financial Group, Inc. reported a total U.S. public equity portfolio value of $72.7B across 1786 disclosed positions in Q4 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 MSFT, AAPL, JPM) accounted for 15.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SMTI
市值: $17.8M
Top Position Liquidated / Trimmed
DKNG
前期市值: $44.3M
During Q4 2025, Baird Financial Group, Inc.'s top holdings by market value included MSFT (4.3%)、AAPL (4.2%)、JPM (3.3%). The largest single position, MSFT, represented 4.3% of total portfolio value.
In Q4 2025, Baird Financial Group, Inc. made 200 total portfolio adjustments, initiating 7 new buys, adding to 101 positions, trimming 88 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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