Baird Financial Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Baird Financial Group, Inc. disclosed 1834 stock positions valued at approximately $72.73B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, JPMORGAN CHASE CO, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 1834
- Portfolio Value
- $72.73B
Holdings by Sector
Baird Financial Group, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.04% | 10,163,392 | +162,030 | +1.62% | $2,940,879,101 |
| JPMORGAN CHASE CO | JPM | Financial Services | 3.06% | 6,806,039 | +118,691 | +1.77% | $2,227,820,767 |
| ALPHABET INC | GOOG | Communication Services | 3.05% | 6,271,798 | -485,703 | -7.19% | $2,216,014,274 |
| MICROSOFT CORP | MSFT | Technology | 2.99% | 5,836,049 | +53,331 | +0.92% | $2,176,963,075 |
| GE VERNOVA INC | GEV | Utilities | 2.27% | 1,403,302 | +30,263 | +2.20% | $1,648,683,005 |
| VANGUARD TAXMANAGED FDS | VEA | Other | 2.20% | 22,461,369 | +977,255 | +4.55% | $1,600,372,585 |
| ISHARES TR | IWD | Other | 2.06% | 6,192,377 | +165,599 | +2.75% | $1,501,218,017 |
| ISHARES TR | IWF | Other | 1.98% | 11,588,776 | +8,781,777 | +312.85% | $1,438,978,388 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.89% | 2,750,549 | +83,581 | +3.13% | $1,376,347,248 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.87% | 5,708,507 | +246,613 | +4.52% | $1,360,565,712 |
| GE AEROSPACE | GE | Industrials | 1.85% | 3,605,851 | +125,565 | +3.61% | $1,347,614,690 |
| JOHNSON JOHNSON | JNJ | Healthcare | 1.68% | 4,799,159 | +274,581 | +6.07% | $1,218,842,521 |
| ISHARES TR | IWR | Other | 1.62% | 10,660,298 | +1,690,390 | +18.85% | $1,176,044,154 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.43% | 2,953,823 | +38,181 | +1.31% | $1,041,754,489 |
| NVIDIA CORPORATION | NVDA | Technology | 1.38% | 5,033,805 | +141,761 | +2.90% | $1,007,214,112 |
| ISHARES TR | IJR | Other | 1.35% | 6,603,976 | +139,898 | +2.16% | $979,435,749 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.32% | 4,410,275 | +270,723 | +6.54% | $963,424,654 |
| META PLATFORMS INC | META | Communication Services | 1.32% | 1,701,240 | +33,196 | +1.99% | $958,292,179 |
| PARKERHANNIFIN CORP | PH | Industrials | 1.20% | 893,395 | +18,044 | +2.06% | $873,847,033 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.11% | 8,722,348 | +276,987 | +3.28% | $804,811,020 |
| BROADCOM INC | AVGO | Technology | 1.05% | 2,014,004 | +87,248 | +4.53% | $760,790,129 |
| FASTENAL CO | FAST | Industrials | 1.03% | 15,561,007 | +183,238 | +1.19% | $747,395,187 |
| ALPHABET INC | GOOGL | Communication Services | 0.95% | 1,936,794 | -3,171 | -0.16% | $692,152,334 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.93% | 4,479,945 | +121,750 | +2.79% | $678,711,733 |
| VANGUARD INDEX FDS | VOO | Other | 0.92% | 970,022 | +12,021 | +1.25% | $666,220,810 |
| ISHARES TR | IVV | Other | 0.91% | 881,643 | +17,814 | +2.06% | $660,255,080 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.90% | 9,099,343 | +3,564,073 | +64.39% | $656,608,616 |
| TE CONNECTIVITY PLC | TEL | Other | 0.90% | 3,237,914 | +109,020 | +3.48% | $652,795,790 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.89% | 11,135,791 | +981,703 | +9.67% | $648,103,019 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.89% | 7,003,675 | +161,831 | +2.37% | $644,968,416 |
Showing 30 of 1,834 holdings in the latest reporting period.