Baird Financial Group, Inc.
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$64B
Holdings
1,823
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 99.5% (18.69M → 88.9k shares)
4.0%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.0% (7.58M → 74.6k shares)
3.3%
03
$JPM
JPMORGAN CHASE CO
Q1 2026: Sold 99.8% (17.81M → 26.9k shares)
3.1%
04
$GOOG
ALPHABET INC
Q1 2026: Exited (was 8.72M shares)
3.0%
05
$VEA
VANGUARD TAX MANAGED FDS
Q1 2026: Sold 99.9% (26.09M → 34.3k shares)
2.2%
06
$IWD
ISHARES TR
Q1 2026: Exited (was 24.2k shares)
2.0%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 99.8% (6.89M → 13.6k shares)
2.0%
08
$GEV
GE VERNOVA INC
Q1 2026: Sold 99.7% (5.65M → 14.6k shares)
1.9%
09
$IWF
ISHARES TR
Q1 2026: Exited (was 19.9k shares)
1.9%
10
$AMZN
AMAZON COM INC
Q1 2026: Sold 98.5% (6.74M → 102.8k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.