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CIK: 0001648711
Total reported value
$72.7B
$72.7B
1826 檔
13.7%
As reported in its official Q1 2026 Form 13F filing, Baird Financial Group, Inc.'s tracked investment portfolio stood at $72.7B with 1826 total positions.
In Q1 2026, Baird Financial Group, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 114 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1826 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.97% | +0.07% | +1.28% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.35% | +2.28% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.07% | -0.01% | +1.69% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.03% | +0.02% | +0.99% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.15% | +0.05% | +6.81% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.01% | +0.05% | +3.05% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.00% | -0.11% | +2.59% | |
| 8 | GEV | GE Vernova Inc | Stock-Industrials | 1.87% | +0.40% | -13.64% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.87% | +0.11% | +3.31% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | +0.09% | +27.29% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | -0.05% | +3.53% | |
| 12 | GE | General Electric | Stock-Industrials | 1.54% | +0.31% | -2.35% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | -0.07% | +3.81% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.17% | +4.39% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.36% | +0.26% | +3.32% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.05% | +1.76% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 1.28% | +0.04% | +6.76% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.26% | +0.09% | +5.38% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.24% | -0.13% | +5.89% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.22% | -0.02% | -9.23% | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 1.11% | -0.08% | +3.62% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.09% | -0.16% | +5.22% | |
| 23 | TEL | TE Connectivity plc | Stock-Tech | 1.02% | -0.12% | +5.17% | |
| 24 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.99% | -0.10% | +3.88% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.16% | +2.85% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.12% | +1.93% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.93% | -0.04% | +13.34% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.03% | +9.15% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.03% | -8.47% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.87% | -0.01% | +5.20% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.08% | -0.19% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.86% | -0.02% | +11.92% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | +0.01% | +4.15% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | -0.07% | +4.68% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | -0.04% | +7.66% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.67% | -0.02% | +17.21% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.05% | -1.17% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.01% | -3.85% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.63% | -0.08% | +4.58% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.62% | +0.28% | +589.29% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.59% | +0.03% | +10.59% | |
| 42 | OMC | Omnicom Group | Stock-Comm Services | 0.55% | -0.06% | +8.17% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.15% | +6.76% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.02% | +0.15% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | +0.03% | +2.41% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.13% | +12.76% | |
| 47 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.49% | +0.01% | +4.61% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.01% | +1.69% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.04% | +3.15% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.45% | +0.03% | +10.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | +0.5% | +589.29% | Add |
| 2 | JNJ | Johnson & Johnson | +0.3% | +3.53% | Add |
| 3 | GEV | GE Vernova Inc | +0.3% | -13.64% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.2% | +27.29% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.81% | Add |
| 6 | FAST | Fastenal Co | +0.2% | +3.62% | Add |
| 7 | CVX | Chevron CORP | +0.2% | +6.76% | Add |
| 8 | COST | Costco Wholesale CORP | +0.2% | +2.85% | Add |
| 9 | VGSH | Vanguard Short-term Treasury | +0.1% | +13.34% | Add |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.38% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -1.68% | Trim |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.76% | Add |
| 13 | TJX | Tjx Companies Inc | +0.1% | +5.22% | Add |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +17.21% | Add |
| 15 | IWD | Ishares Russell 1000 Value E | +0.1% | +3.05% | Add |
| 16 | VCIT | Vanguard Int-term Corporate | +0.1% | +11.92% | Add |
| 17 | ETN | Eaton Corporation plc | +0.1% | +24.84% | Add |
| 18 | UNP | Union Pacific CORP | +0.1% | +4.15% | Add |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +10.59% | Add |
| 20 | EOG | Eog Resources Inc | +0.1% | +25.09% | Add |
| 21 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +3.32% | Add |
| 22 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +10.80% | Add |
| 23 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5.20% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | -4.55% | Trim |
| 25 | ORLY | O'reilly Automotive Inc | +0.1% | +3.88% | Add |
| 26 | BEPC | Brookfield Renewable CORP | +0.1% | +29.26% | Add |
| 27 | RGLD | Royal Gold Inc | +0.1% | +69.47% | Add |
| 28 | CME | Cme Group Inc | +0.1% | +41.38% | Add |
| 29 | CP | Canadian Pacific Kansas City | 0% | +30.06% | Add |
| 30 | OXY | Occidental Petroleum CORP | 0% | +70.78% | Add |
| 31 | TXN | Texas Instruments Inc | 0% | +29.68% | Add |
| 32 | LIN | Linde plc | 0% | +15.54% | Add |
| 33 | WWD | Woodward Inc | 0% | +2271.70% | Add |
| 34 | DE | Deere & Co | 0% | +13.51% | Add |
| 35 | HUBB | Hubbell Inc | 0% | +1942.72% | Add |
| 36 | KMX | Carmax Inc | 0% | +15.30% | Add |
| 37 | SPSB | Ss Spdr P St C CORP ETF | 0% | +15.82% | Add |
| 38 | PEP | Pepsico Inc | 0% | +8.59% | Add |
| 39 | AVDE | Avantis International Equity | 0% | +2561.64% | Add |
| 40 | ULS | Ul Solutions Inc - Class A | 0% | +205.96% | Add |
| 41 | VZ | Verizon Communications Inc | 0% | +1.29% | Add |
| 42 | AMGN | Amgen Inc | 0% | +16.09% | Add |
| 43 | VOO | Vanguard S&p 500 ETF | 0% | +9.15% | Add |
| 44 | CGSD | Cap Group Short Duration | 0% | +209.46% | Add |
| 45 | AMPX | Amprius Technologies Inc | 0% | +104.94% | Add |
| 46 | DUK | Duke Energy CORP | 0% | +14.60% | Add |
| 47 | VO | Vanguard Mid-cap ETF | 0% | +13.36% | Add |
| 48 | XLE | Ss Energy Select Sector | 0% | +1.97% | Add |
| 49 | ALGN | Align Technology Inc | 0% | +743.43% | Add |
| 50 | ADM | Archer-daniels-midland Co | 0% | +162.38% | 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 1826 disclosed positions in Q1 2026.
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 13.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $26.3M
Top Position Liquidated / Trimmed
HDB
前期市值: $94.6M
During Q1 2026, Baird Financial Group, Inc.'s top holdings by market value included AAPL (4.0%)、MSFT (3.3%)、JPM (3.1%). The largest single position, AAPL, represented 4.0% of total portfolio value.
In Q1 2026, Baird Financial Group, Inc. made 200 total portfolio adjustments, initiating 6 new buys, adding to 114 positions, trimming 72 holdings, and fully liquidating 8 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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