1y return+16.3%S&P 500 +20.9%
3y return+50.2%S&P 500 +68.5%
5y return+47.6%S&P 500 +74.5%
10y return+189.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $290 against $357 in the S&P 500.2
Baird Financial Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $2.9B | 4.0% | +1.6% |
| JPMJpmorgan Chase Co | $2.2B | 3.1% | +1.8% |
| GOOGAlphabet Inc | $2.2B | 3.0% | −7.2% |
| MSFTMicrosoft Corp | $2.2B | 3.0% | |
| GEVGe Vernova Inc | $1.6B | 2.3% | +2.2% |
| VEAVanguard Taxmanaged Fds | $1.6B | 2.2% | +4.5% |
| IWDIshares Tr | $1.5B | 2.1% | +2.7% |
| IWFIshares Tr | $1.4B | 2.0% | +3.2% |
| BRK/BBerkshire Hathaway Inc Del | $1.4B | 1.9% | +3.1% |
| AMZNAmazon Com Inc | $1.4B | 1.9% | +4.5% |
| GEGe Aerospace | $1.3B | 1.9% | +3.6% |
| JNJJohnson Johnson | $1.2B | 1.7% | +6.1% |
| IWRIshares Tr | $1.2B | 1.6% | +18.8% |
| HDHome Depot Inc | $1.0B | 1.4% | +1.3% |
| NVDANvidia Corporation | $1.0B | 1.4% | +2.9% |
| IJRIshares Tr | $979.4M | 1.3% | +2.2% |
| PGRProgressive Corp | $963.4M | 1.3% | +6.5% |
| METAMeta Platforms Inc | $958.3M | 1.3% | +2.0% |
| PHParkerhannifin Corp | $873.8M | 1.2% | +2.1% |
| SCHWSchwab Charles Corp | $804.8M | 1.1% | +3.3% |
| AVGOBroadcom Inc | $760.8M | 1.0% | +4.5% |
| FASTFastenal Co | $747.4M | 1.0% | +1.2% |
| GOOGLAlphabet Inc | $692.2M | 1.0% | |
| TJXTjx Cos Inc New | $678.7M | 0.9% | +2.8% |
| VOOVanguard Index Fds | $666.2M | 0.9% | +1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $1.0B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $760.8M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $451.4M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $1.6B |
| PHParkerhannifin Corp | June 30, 2020 | +433.7% | $873.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $692.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $2.2B |
| GEGe Aerospace | September 30, 2021 | +262.7% | $1.3B |
| JPMJpmorgan Chase Co | June 30, 2020 | +248.0% | $2.2B |
| ORLYOreilly Automotive Inc | June 30, 2020 | +227.6% | $645.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $54.2M
- VGVenture Global Inc was $15.5M
- CTRACoterra Energy Inc was $14.1M
- Dupont De Nemours IncCUSIP 26614N102 was $12.9M
- TBILRbb Fd Inc was $12.9M
- WINGWingstop Inc was $12.5M
- SMSm Energy Company was $11.9M
- BCCBoise Cascade Co Del was $11.5M
- Seabridge Gold IncCUSIP 811916105 was $7.8M
- OIHVaneck Etf Trust was $4.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | −0.3% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −6.5% | −4.9% |
| December 31, 2021 | +9.0% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Baird Financial Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1648711&type=13F-HR&dateb=&owner=include&count=40CIK 1648711
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1648711/000164871126000006/Filed August 12, 2026 · accession 0001648711-26-000006