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Portfolio (Quarterly) Guide ↗

BAILARD, INC.

· CIK 0000750641
13F Portfolio $4.4B AUM 736 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 112 New 176 Added 228 Reduced 120 Exited
Page 2 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSX BOSTON SCIENTIFIC CORP Healthcare 213,197.0 $13.4M 0.31% +11K +5.5% $62.75 -25.2%
22 EXPE EXPEDIA GROUP INC Consumer Cyclical 56,661.0 $13.1M 0.30% +17K +42.0% $230.89 -2.6%
23 LLY ELI LILLY & CO Healthcare 13,534.0 $12.4M 0.29% +762.0 +6.0% $919.79 +23.2%
24 ACN ACCENTURE PLC IRELAND Technology 62,012.0 $12.3M 0.28% +13K +26.2% $198.29 -14.1%
25 CSCO CISCO SYS INC Technology 154,972.0 $12.0M 0.28% +6K +3.9% $77.59 +56.1%
26 EFAX SPDR INDEX SHS FDS 235,024.0 $11.7M 0.27% +37K +18.8% $49.77 +8.0%
27 LIN LINDE PLC Basic Materials 22,193.0 $11.0M 0.25% +456.0 +2.1% $495.77 +5.6%
28 ISHARES TR 539,401.0 $10.6M 0.24% +342K +172.9% $19.72
29 XJH ISHARES TR 217,416.0 $9.9M 0.23% +4K +1.9% $45.37 +13.0%
30 PSTG EVERPURE INC Technology 155,518.0 $9.2M 0.21% +54K +53.9% $59.04 +24.9%
31 SYK STRYKER CORPORATION Healthcare 24,853.0 $8.2M 0.19% +202.0 +0.8% $328.60 -5.0%
32 DMXF ISHARES TR 104,179.0 $7.9M 0.18% +14K +15.9% $75.45 +11.8%
33 SYY SYSCO CORP Consumer Defensive 101,697.0 $7.3M 0.17% +1K +1.0% $71.33 +11.0%
34 VXUS VANGUARD STAR FDS 92,874.0 $7.2M 0.17% +2K +1.9% $77.11 +11.1%
35 ISHARES TR 143,228.0 $6.6M 0.15% +5K +3.6% $46.23
36 NEE NEXTERA ENERGY INC Utilities 68,143.0 $6.3M 0.14% +722.0 +1.1% $92.88 -7.4%
37 IGRO ISHARES TR 75,331.0 $6.3M 0.14% +3K +4.4% $83.77 +6.1%
38 DDOG DATADOG INC Technology 51,525.0 $6.1M 0.14% +7K +15.2% $118.05 +94.7%
39 EMXF ISHARES TR 126,515.0 $6.1M 0.14% +14K +12.6% $47.84 +20.5%
40 SPTI SPDR SERIES TRUST 182,265.0 $5.2M 0.12% +30K +19.8% $28.66 -1.3%
Page 2 of 9  ·  176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Financial Services 22.2%
Healthcare 11.2%
Communication Services 9.1%
Industrials 7.0%
Consumer Cyclical 6.8%
Consumer Defensive 4.0%
Energy 3.3%
Basic Materials 2.1%
Utilities 1.2%