Baird Financial Group, Inc. Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$47.7B

Holdings

1,750

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,750 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
5,294,971$2.2B4.67%
2
AAPLAPPLE COMPUTER INC
5,471,665$938.3M1.97%
3
HDHOME DEPOT INC
2,349,017$901.1M1.89%
4
GOOGALPHABET INC
5,812,122$885.0M1.86%
5
IWFISHARES 1000 GROWTH RUSSELL
2,289,452$771.7M1.62%
6
PGRPROGRESSIVE CORP OH
3,564,624$737.2M1.55%
7
JPMJPMORGAN CHASE CO
3,508,184$702.7M1.47%
8
AAPLAPPLE INC
3,887,117$666.6M1.40%
9
IWDISHARES 1000 VALUE RUSSELL
3,690,302$661.0M1.39%
10
IWRISHARES MIDCAP RUSSELL
7,548,431$634.7M1.33%
11
JNJJOHNSON JOHNSON
4,006,875$633.8M1.33%
12
FASTFASTENAL CO
8,011,647$618.0M1.30%
13
BRK/BBERKSHIRE HATHAWAY INC
1,376,342$578.8M1.21%
14
VEAVANGUARD TAX-MANAGED FD EUROPE
10,086,276$506.0M1.06%
15
JPMJ.P. MORGAN CHASE CO
2,195,047$439.7M0.92%
16
UNPUNION PACIFIC CORP
1,773,898$436.3M0.91%
17
NVDANVIDIA CORP
479,641$433.4M0.91%
18
METAMETA PLATFORMS INC
888,960$431.7M0.91%
19
COSTCOSTCO WHSL CORP NEW
564,257$413.4M0.87%
20
AMZNAMAZON COM INC
2,287,063$412.5M0.87%
21
VOOVNGRD SP 500 NEW ETF
839,543$403.6M0.85%
22
ORLYO REILLY AUTOMOTIVE INC
354,831$400.6M0.84%
23
ABBVABBVIE INC
2,157,509$392.9M0.82%
24
SCHWSCHWAB CHARLES CORP NEW
5,429,068$392.7M0.82%
25
GEGENERAL ELECTRIC CO
2,220,098$389.7M0.82%
26
BRK/BBERKSHIRE HATHAWAY INC DEL CL
875,033$368.0M0.77%
27
PHPARKER-HANNIFIN CORP
639,015$355.2M0.74%
28
TJXTJX COS INC NEW
3,375,029$342.3M0.72%
29
VEAVANGUARD FTSE DEVELOPED
6,728,198$337.6M0.71%
30
TELTE CONNECTIVITY LTD
2,271,313$329.9M0.69%
31
AQLTISHS CORE MSCI EAFE ETF
4,366,863$324.1M0.68%
32
DISWALT DISNEY CO
2,548,466$311.8M0.65%
33
VVISA INC CLASS A
1,078,940$301.1M0.63%
34
SPYSP 500 DEPOSITARY RECEIPT
553,325$289.4M0.61%
35
GOOGLALPHABET INC CL A
1,823,588$275.2M0.58%
36
CVXCHEVRON CORPORATION
1,715,783$270.6M0.57%
37
PGPROCTER GAMBLE CO
1,627,477$264.1M0.55%
38
IVVISHARES TR SP 500 INDX FD
491,205$258.2M0.54%
39
IJRISHARES TR SP SMALLCAP 600
2,312,527$255.6M0.54%
40
MRKMERCK COMPANY
1,878,366$247.8M0.52%
41
MAMASTERCARD INC CL A
509,866$245.5M0.51%
42
PEPPEPSICO INC
1,367,618$239.3M0.50%
43
ABTABBOTT LABORATORIES
2,029,909$230.7M0.48%
44
AVGOBROADCOM INC COM
173,043$229.4M0.48%
45
UNHUNITEDHEALTH GROUP INC
463,179$229.1M0.48%
46
OMCOMNICOM GROUP INC
2,344,122$226.8M0.48%
47
VTVVANGUARD VALUE ETF
1,366,292$222.5M0.47%
48
IWMISHARES 2000 INDEX RUSSELL
1,049,750$220.8M0.46%
49
BIVVANGUARD BD INDEX FD INC INTER
2,778,750$209.5M0.44%
50
EXPDEXPEDITORS INTL WASH INC
1,638,363$199.2M0.42%
51
IJHISHS CORE SP MDCP ETF
3,116,007$189.3M0.40%
52
IEFISHS 7-10Y TRSY ETF
1,945,079$184.1M0.39%
53
PFEPFIZER INC
6,525,663$181.1M0.38%
54
MCDMCDONALDS CORP
619,620$174.7M0.37%
55
LLYLILLY ELI CO
208,179$162.0M0.34%
56
VTIVNGRD TTL STK MKT ETF
621,465$161.5M0.34%
57
IJRISHARES CORE SP
1,410,715$155.9M0.33%
58
BLKCHFBLACKROCK INC CL A
185,207$154.4M0.32%
59
CSCOCISCO SYS INC
3,032,515$151.4M0.32%
60
SBUXSTARBUCKS CORP
1,641,105$150.0M0.31%
61
TSMTAIWAN SEMICONDUCTOR MFG CO AD
1,090,164$148.3M0.31%
62
USBU S BANCORP DE NEW
3,278,288$146.5M0.31%
63
CATCATERPILLAR INC
397,511$145.7M0.31%
64
WSOWATSCO INC
335,612$145.0M0.30%
65
DFACDIMENSIONAL ETF TRUST US CORE
4,517,839$144.3M0.30%
66
BACBANK OF AMERICA CORP
3,788,302$143.7M0.30%
67
ETNEATON CORP PLC
459,206$143.6M0.30%
68
FISVFISERV INC
875,248$139.9M0.29%
69
CSCOCISCO SYSTEMS INC
2,784,395$139.0M0.29%
70
CPRTCOPART INC
2,392,440$138.6M0.29%
71
KMXCARMAX INC
1,588,324$138.4M0.29%
72
WFCWELLS FARGO CO
2,386,321$138.3M0.29%
73
VCITVANGUARD INTERMEDIATE
1,693,989$136.4M0.29%
74
DC4DEXCOM INC COM
976,761$135.5M0.28%
75
VGSHVANGUARD SHORT TERM
2,302,561$133.7M0.28%
76
BRBROADRIDGE FINL SOLUTIONS INC
651,549$133.5M0.28%
77
VBVANGRD INDEX SML CAP ETF
577,317$132.0M0.28%
78
IDXXIDEXX LABS INC
243,728$131.6M0.28%
79
ITWILLINOIS TOOL WORKS INC
486,494$130.5M0.27%
80
PCARPACCAR INC
1,044,228$129.4M0.27%
81
VWOVANGUARD FTSE EMERGING
3,029,018$126.5M0.27%
82
VOVNGRD MID CAP ETF
505,855$126.4M0.27%
83
POOLPOOL CORPORATION
310,402$125.2M0.26%
84
EFVISHARES TR MSCI VALUE INDEX IN
2,276,237$123.8M0.26%
85
USBU S BANCORP
2,760,929$123.4M0.26%
86
PAYXPAYCHEX INC
977,810$120.1M0.25%
87
SHWSHERWIN WILLIAMS CO
344,196$119.5M0.25%
88
WMTWAL MART STORES INC
1,983,707$119.4M0.25%
89
NDQINVESCO QQQ 1 ETF
268,646$119.3M0.25%
90
VEUVANGUARD INTL INDEX ETF
2,013,383$118.1M0.25%
91
TMOTHERMO FISHER SCIENTIFIC INC
201,064$116.9M0.25%
92
QCOMQUALCOMM INC
683,740$115.8M0.24%
93
NVONOVO-NORDISK A S ADR
881,958$113.2M0.24%
94
SPGISP GLOBAL INC
265,228$112.8M0.24%
95
DYHTARGET CORP
636,442$112.8M0.24%
96
SYKSTRYKER CORP
312,209$111.7M0.23%
97
XOMEXXON MOBIL CORPORATION
951,945$110.7M0.23%
98
CSGPCOSTAR GROUP INC
1,138,541$110.0M0.23%
99
ADPAUTOMATIC DATA PROCESSING INC.
439,859$109.8M0.23%
100
ACNACCENTURE PLC IRELAND CLASS A
313,548$108.7M0.23%
Page 1 of 26Next