Long-term investor
Baird Financial Group, Inc. @bairdfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001648711).
Record
- Tracked since 2025-06-30 (441 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.0% · long · since 2025-06-30
- JPM · 3.1% · long · since 2025-06-30
- GOOG · 3.0% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- GEV · 2.3% · long · since 2025-06-30
- VEA · 2.2% · long · since 2025-06-30
- IWD · 2.1% · long · since 2025-06-30
- IWF · 2.0% · long · since 2025-06-30
- BRK-B · 1.9% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- GE · 1.9% · long · since 2025-06-30
- JNJ · 1.7% · long · since 2025-06-30