Universe · entity
Baird Financial Group, Inc.
Institutional manager (13F) · CIK 1648711
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $39.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $2.5B | 10,001,362 |
| 2 | MICROSOFT CORP | $2.1B | 5,782,718 |
| 3 | JPMORGAN CHASE CO | $2.0B | 6,687,348 |
| 4 | ALPHABET INC | $1.9B | 6,757,501 |
| 5 | VANGUARD TAX MANAGED FDS | $1.4B | 21,484,114 |
| 6 | ISHARES TR | $1.3B | 6,026,778 |
| 7 | BERKSHIRE HATHAWAY INC DEL | $1.3B | 2,666,968 |
| 8 | GE VERNOVA INC | $1.2B | 1,373,039 |
| 9 | ISHARES TR | $1.2B | 2,806,999 |
| 10 | AMAZON COM INC | $1.1B | 5,461,894 |
| 11 | JOHNSON JOHNSON | $1.1B | 4,524,578 |
| 12 | GE AEROSPACE | $988M | 3,480,286 |
| 13 | HOME DEPOT INC | $959M | 2,915,642 |
| 14 | META PLATFORMS INC | $954M | 1,668,044 |
| 15 | ISHARES TR | $872M | 8,969,908 |
| 16 | NVIDIA CORPORATION | $853M | 4,892,044 |
| 17 | PROGRESSIVE CORP | $821M | 4,139,552 |
| 18 | ISHARES TR | $804M | 6,464,078 |
| 19 | SCHWAB CHARLES CORP | $794M | 8,445,361 |
| 20 | PARKER HANNIFIN CORP | $784M | 875,351 |
| 21 | FASTENAL CO | $714M | 15,377,769 |
| 22 | TJX COS INC NEW | $696M | 4,358,195 |
| 23 | TE CONNECTIVITY PLC | $654M | 3,128,894 |
| 24 | OREILLY AUTOMOTIVE INC | $632M | 6,841,844 |
| 25 | COSTCO WHOLESALE CORPORATION | $613M | 615,148 |
| 26 | BROADCOM INC | $596M | 1,926,756 |
| 27 | VANGUARD SCOTTSDALE FDS | $594M | 10,154,088 |
| 28 | VANGUARD INDEX FDS | $572M | 958,001 |
| 29 | ISHARES TR | $564M | 863,829 |
| 30 | ISHARES TR | $559M | 6,173,951 |
| 31 | ALPHABET INC | $558M | 1,939,965 |
| 32 | VANGUARD SCOTTSDALE FDS | $552M | 6,668,337 |
| 33 | UNION PAC CORP | $504M | 2,076,555 |
| 34 | DISNEY WALT CO | $480M | 4,976,161 |
| 35 | WELLS FARGO CO | $476M | 5,982,815 |
| 36 | VANGUARD BD INDEX FDS | $432M | 5,596,477 |
| 37 | ABBVIE INC | $424M | 1,950,203 |
| 38 | STATE STR SPDR SP 500 ETF T | $405M | 622,227 |
| 39 | DANAHER CORP DEL | $403M | 2,125,922 |
| 40 | UBER TECHNOLOGIES INC | $398M | 5,535,270 |
| 41 | VANGUARD INTL EQUITY INDEX F | $380M | 7,028,898 |
| 42 | OMNICOM GROUP INC | $355M | 4,710,039 |
| 43 | CHEVRON CORPORATION | $347M | 1,679,158 |
| 44 | VISA INC | $335M | 1,107,291 |
| 45 | BANK AMERICA CORP | $333M | 6,833,405 |
| 46 | TAIWAN SEMICONDUCTOR MANUFAC | $315M | 933,556 |
| 47 | EXPEDITORS INTL WASH INC | $313M | 2,181,842 |
| 48 | VANGUARD INDEX FDS | $297M | 1,511,322 |
| 49 | VANGUARD INDEX FDS | $290M | 903,864 |
| 50 | VANGUARD INTL EQUITY INDEX F | $286M | 3,810,156 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.