§ 13F · FUND PROFILE
Baird Financial Group, Inc..
Wealth management, advisory platform
AUM · $57030.9T (13F)Positions · 3057Turnover · 93% · Q4Filed · Feb 13, 2026
CONCENTRATION
20%
Top 10 holdings
NEW BUYS
+152
+$10935.5T deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → MEDIA
-1pp · +1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | 3.13M | $1512.4T | 2.4% | NEW |
| 2 | JPM | JPMORGAN CHASE CO. COM | 4.45M | $1435.0T | 2.2% | NEW |
| 3 | AAPL | APPLE INC COM | 5.17M | $1404.6T | 2.2% | −1% |
| 4 | GOOG | ALPHABET INC CAP STK CL C | 4.36M | $1367.4T | 2.1% | +2% |
| 5 | IWF | ISHARES TR RUS 1000 GRW ETF | 2.71M | $1281.3T | 2.0% | −2% |
| 6 | AAPL | APPLE INC COM | 4.67M | $1270.0T | 2.0% | −10% |
| 7 | IWD | ISHARES TR RUS 1000 VAL ETF | 5.84M | $1227.7T | 1.9% | +4% |
| 8 | MSFT | MICROSOFT CORP COM | 2.53M | $1221.9T | 1.9% | NEW |
| 9 | GE | GE AEROSPACE COM NEW | 3.03M | $932.6T | 1.5% | +468% |
| 10 | GEV | GE VERNOVA INC COM | 1.41M | $923.3T | 1.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Other33.0% (−1pp)
Technology10.5% (±0)
Media7.6% (±0)
Retail7.2% (−1pp)
Banking5.4% (±0)
Semiconductors4.3%
§ 03 · THE BAIRD SIGNAL
AC read
Baird Financial Group, Inc. is a Other fund managing $57030939.1 trillion in assets. The fund runs a massive portfolio of 3,057 positions, broad diversification across holdings. Trading activity is aggressive at 93% quarterly turnover, with 152 new positions and 0 exits last quarter. Top sector allocations: Other (33%), Technology (11%), Media (8%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Busy quarter
+152 buys · −0 exits · 2765 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed