13F filer

Baird Financial Group

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1648711 SEC filings ↗

13F Value

$72.73B

Positions

1,924

Top Position

AAPL4.0%

Top 5

15.4%

Latest filing changes

vs Mar 31, 2026

1 UBER Uber Technologies +64.4%+$257.2M

2 IWR iShares Russell Mid-Cap ETF +18.8%+$186.5M

3 JNJ Johnson & Johnson +6.1%+$69.7M

4 VEA Vanguard Developed Markets Index Fund — ETF Shares +4.5%+$69.6M

5 KLAC KLA +988.0%+$60.1M

Holdings1,924

#
1	AAPL Apple	4.0%	$2.94B	+1.6%	10.16M	4.0%	Common Stock
2	JPM JPMorgan Chase	3.1%	$2.23B	+1.8%	6.81M	3.1%	Common Stock
3	GOOG Alphabet Class C	3.0%	$2.22B	-7.2%	6.27M	3.0%	Common Stock
4	MSFT Microsoft	3.0%	$2.18B	+0.9%	5.84M	3.3%	Common Stock
5	GEV GE Vernova	2.3%	$1.65B	+2.2%	1.40M	1.9%	Common Stock
6	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.2%	$1.60B	+4.5%	22.46M	2.2%	ETF
7	IWD iShares Russell 1000 Value ETF	2.1%	$1.50B	+2.7%	6.19M	2.0%	ETF
8	IWF iShares Russell 1000 Growth ETF	2.0%	$1.44B	+3.2%	11.59M	1.9%	ETF
9	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 2,750,549 reported quantity $1,376,347,248 reported value	1.9%	$1.38B	+3.1%	2.75M	2.0%	Common Stock
10	AMZN Amazon	1.9%	$1.36B	+4.5%	5.71M	1.8%	Common Stock
11	GE Ge Aerospace Filing details 369604301 Jun 30, 2026 3,605,851 reported quantity $1,347,614,690 reported value	1.9%	$1.35B	+3.6%	3.61M	1.5%	Common Stock
12	JNJ Johnson & Johnson	1.7%	$1.22B	+6.1%	4.80M	1.7%	Common Stock
13	IWR iShares Russell Mid-Cap ETF	1.6%	$1.18B	+18.8%	10.66M	1.4%	ETF
14	HD Home Depot	1.4%	$1.04B	+1.3%	2.95M	1.5%	Common Stock
15	NVDA NVIDIA	1.4%	$1.01B	+2.9%	5.03M	1.3%	Common Stock
16	IJR iShares Core S&P Small-Cap ETF	1.3%	$979.4M	+2.2%	6.60M	1.3%	ETF
17	PGR Progressive	1.3%	$963.4M	+6.5%	4.41M	1.3%	Common Stock
18	META Meta Platforms	1.3%	$958.3M	+2.0%	1.70M	1.5%	Common Stock
19	PH Parker-Hannifin	1.2%	$873.8M	+2.1%	893.4K	1.2%	Common Stock
20	SCHW Charles Schwab	1.1%	$804.8M	+3.3%	8.72M	1.2%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing73

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.