Baird Financial Group, Inc.
Top Portfolio Positions
1,177 positions ·
$43,276,526,464 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
10,001,362 | $2,538,245,659 | 5.87% | |
| MSFT |
Microsoft Corp
Technology
|
5,782,718 | $2,140,588,721 | 4.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,687,348 | $1,967,150,287 | 4.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,666,968 | $1,278,011,064 | 2.95% | |
| GEV |
GE Vernova Inc.
Industrials
|
1,373,039 | $1,198,525,742 | 2.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,461,894 | $1,137,548,662 | 2.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,524,578 | $1,105,987,845 | 2.56% | |
| GE |
General Electric Co
Industrials
|
3,480,286 | $987,600,756 | 2.28% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,915,642 | $958,925,495 | 2.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,668,044 | $954,338,013 | 2.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PEP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,894,746 | 1,023,213 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $135,228,992 | 942,231 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $134,352,346 | 956,653 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $125,654,809 | 951,642 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $143,772,517 | 958,867 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $188,825,826 | 1,241,785 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $232,139,505 | 1,365,125 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $222,205,899 | 1,347,274 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $239,346,825 | 1,367,618 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $234,627,335 | 1,381,461 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $224,167,254 | 1,322,989 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $246,976,606 | 1,333,423 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $260,281,010 | 1,427,762 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $256,687,687 | 1,420,833 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $214,422,090 | 1,313,378 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $213,222,802 | 1,279,388 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $212,505,812 | 1,269,601 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $216,119,731 | 1,244,141 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $185,426,199 | 1,232,805 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $176,938,242 | 1,194,157 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $171,838,834 | 1,214,838 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $167,075,520 | 1,126,605 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $140,064,308 | 1,010,565 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $134,412,134 | 1,016,272 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $119,398,375 | 994,158 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||