Baird Financial Group, Inc. holds a diversified book of 1826 stocks worth $64.0B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Ge Vernova Inc. Their largest long position is Apple Inc at 4% of the equity book.
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Use Arkolith to show Baird Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
69% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $2.5B | 10.00M | 4.0% | ▲+1.3% Added · +126K sh | |
| 2 | Microsoft Corp COM | $2.1B | 5.78M | 3.3% | ▲+2.3% Added · +129K sh | |
| 3 | JPMorgan Chase Co COM | $2.0B | 6.69M | 3.1% | ▲+1.7% Added · +111K sh | |
| 4 | Alphabet Inc CAP STK CL C | $1.9B | 6.76M | 3.0% | ▲+1.0% Added · +66K sh | |
| 5 | Vanguard Tax Managed FDS VAN FTSE DEV MKT | $1.4B | 21.48M | 2.2% | ▲+6.8% Added · +1.4M sh | |
| 6 | Ishares TR RUS 1000 VAL ETF | $1.3B | 6.03M | 2.0% | ▲+3.0% Added · +178K sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $1.3B | 2.67M | 2.0% | ▲+2.6% Added · +67K sh | |
| 8 | Ge Vernova Inc COM | $1.2B | 1.37M | 1.9% | ▼−14% Reduced · −217K sh | |
| 9 | Ishares TR RUS 1000 GRW ETF | $1.2B | 2.81M | 1.9% | ▲+3.3% Added · +90K sh | |
| 10 | Amazon Com Inc COM | $1.1B | 5.46M | 1.8% | ▲+27% Added · +1.2M sh | |
| 11 | Johnson Johnson COM | $1.1B | 4.52M | 1.7% | ▲+3.5% Added · +154K sh | |
| 12 | Ge Aerospace COM NEW | $987.6M | 3.48M | 1.5% | ▼−2.4% Reduced · −84K sh | |
| 13 | Home Depot Inc COM | $958.9M | 2.92M | 1.5% | ▲+3.8% Added · +107K sh | |
| 14 | Meta Platforms Inc CL A | $954.3M | 1.67M | 1.5% | ▲+4.4% Added · +70K sh | |
| 15 | Ishares TR RUS MID CAP ETF | $872.1M | 8.97M | 1.4% | ▲+3.3% Added · +288K sh | |
| 16 | Nvidia Corporation COM | $853.2M | 4.89M | 1.3% | ▲+1.8% Added · +85K sh | |
| 17 | Progressive Corp COM | $820.6M | 4.14M | 1.3% | ▲+6.8% Added · +262K sh | |
| 18 | Ishares TR CORE SP SCP ETF | $803.5M | 6.46M | 1.3% | ▲+5.4% Added · +330K sh | |
| 19 | Schwab Charles Corp COM | $793.7M | 8.45M | 1.2% | ▲+5.9% Added · +470K sh | |
| 20 | Parker Hannifin Corp COM | $783.6M | 875.4K | 1.2% | ▼−9.2% Reduced · −89K sh | |
| 21 | Fastenal Co COM | $713.5M | 15.38M | 1.1% | ▲+3.6% Added · +538K sh | |
| 22 | TJX Cos Inc New COM | $696.0M | 4.36M | 1.1% | ▲+5.2% Added · +216K sh | |
| 23 | Te Connectivity PLC ORD SHS | $654.0M | 3.13M | 1.0% | ▲+5.2% Added · +154K sh | |
| 24 | Oreilly Automotive Inc COM | $631.6M | 6.84M | 1.0% | ▲+3.9% Added · +256K sh | |
| 25 | Costco Wholesale Corporation COM | $613.0M | 615.1K | 1.0% | ▲+2.8% Added · +17K sh | |
| 26 | Broadcom Inc COM | $596.4M | 1.93M | 0.9% | ▲+1.9% Added · +36K sh | |
| 27 | Vanguard Scottsdale FDS SHORT TERM TREAS | $594.4M | 10.15M | 0.9% | ▲+13% Added · +1.2M sh | |
| 28 | Vanguard Index FDS SP 500 ETF SHS | $572.5M | 958.0K | 0.9% | ▲+9.1% Added · +80K sh | |
| 29 | Ishares TR CORE SP500 ETF | $564.3M | 863.8K | 0.9% | ▼−8.5% Reduced · −80K sh | |
| 30 | Ishares TR CORE MSCI EAFE | $558.9M | 6.17M | 0.9% | ▲+5.2% Added · +305K sh | |
| 31 | Alphabet Inc CAP STK CL A | $557.9M | 1.94M | 0.9% | ▼−0.2% Reduced · −4K sh | |
| 32 | Vanguard Scottsdale FDS INT TERM CORP | $551.8M | 6.67M | 0.9% | ▲+12% Added · +710K sh | |
| 33 | Union Pac Corp COM | $503.8M | 2.08M | 0.8% | ▲+4.2% Added · +83K sh | |
| 34 | Disney Walt Co COM | $479.6M | 4.98M | 0.7% | ▲+4.7% Added · +223K sh | |
| 35 | Wells Fargo Co COM | $476.3M | 5.98M | 0.7% | ▲+7.7% Added · +426K sh | |
| 36 | Vanguard BD Index FDS INTERMED TERM | $431.9M | 5.60M | 0.7% | ▲+17% Added · +822K sh | |
| 37 | Abbvie Inc COM | $424.1M | 1.95M | 0.7% | ▼−1.2% Reduced · −23K sh | |
| 38 | State STR SPDR SP 500 ETF T TR UNIT | $404.7M | 622.2K | 0.6% | ▼−3.9% Reduced · −25K sh | |
| 39 | Danaher Corp Del COM | $403.1M | 2.13M | 0.6% | ▲+4.6% Added · +93K sh | |
| 40 | Uber Technologies Inc COM | $398.2M | 5.54M | 0.6% | ▲+589% Added · +4.7M sh | |
| 41 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $379.9M | 7.03M | 0.6% | ▲+11% Added · +673K sh | |
| 42 | Omnicom Group Inc COM | $354.7M | 4.71M | 0.6% | ▲+8.2% Added · +356K sh | |
| 43 | Chevron Corporation COM | $347.4M | 1.68M | 0.5% | ▲+6.8% Added · +106K sh | |
| 44 | Visa Inc COM CL A | $334.7M | 1.11M | 0.5% | ▲+0.1% Added · +2K sh | |
| 45 | Bank America Corp COM | $333.1M | 6.83M | 0.5% | ▲+2.4% Added · +161K sh | |
| 46 | Taiwan Semiconductor Manufac SPONSORED ADS | $315.5M | 933.6K | 0.5% | ▲+13% Added · +106K sh | |
| 47 | Expeditors Intl Wash Inc COM | $312.5M | 2.18M | 0.5% | ▲+4.6% Added · +96K sh | |
| 48 | Vanguard Index FDS VALUE ETF | $296.5M | 1.51M | 0.5% | ▲+1.7% Added · +25K sh | |
| 49 | Vanguard Index FDS TOTAL STK MKT | $290.0M | 903.9K | 0.5% | ▲+3.1% Added · +28K sh | |
| 50 | Vanguard Intl Equity Index F ALLWRLD EX US | $286.1M | 3.81M | 0.4% | ▲+11% Added · +372K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 3,212 | $64.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 3,138 | $64.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 3,144 | $62.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 3,057 | $57.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 2,973 | $51.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 3,237 | $52.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 2,504 | $51.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 2,930 | $48.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 2,873 | $47.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 2,793 | $43.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 3,844 | $36.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 3,794 | $37.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 3,721 | $40.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 3,687 | $38.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 3,716 | $33.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 8, 2022 | 3,423 | $36.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 3,332 | $40.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 2,669 | $42.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 2,602 | $39.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 11, 2021 | 2,447 | $38.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 2,355 | $35.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 2,216 | $33.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 2,098 | $29.2B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Oct 22, 2020 | 2,128 | $26.5B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.