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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 4 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XJR ISHARES TR 78,189.0 $3.4M 0.08% +9K +13.6% $43.54 +17.1%
62 NKE NIKE INC Consumer Cyclical 63,123.0 $3.3M 0.08% +2K +4.0% $52.82 -14.9%
63 EOG EOG RES INC Energy 23,046.0 $3.3M 0.08% +3K +13.1% $144.58 -5.5%
64 SUSA ISHARES TR 23,947.0 $3.2M 0.07% +508.0 +2.2% $132.10 +15.1%
65 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 10,846.0 $3.2M 0.07% +6K +136.9% $290.49 -3.1%
66 BA BOEING CO Industrials 14,044.0 $2.8M 0.06% +12K +702.5% $199.04 +10.1%
67 SBUX STARBUCKS CORP Consumer Cyclical 30,718.0 $2.8M 0.06% +155.0 +0.5% $89.59 +15.0%
68 CAH CARDINAL HEALTH INC Healthcare 12,467.0 $2.6M 0.06% +2K +18.0% $211.31 +5.9%
69 CMCSA COMCAST CORP NEW Communication Services 91,099.0 $2.6M 0.06% +3K +2.9% $28.71 -14.7%
70 GEV GE VERNOVA INC Utilities 2,880.0 $2.5M 0.06% +1K +95.7% $872.90 +7.8%
71 PRU PRUDENTIAL FINL INC Financial Services 20,829.0 $2.0M 0.05% +183.0 +0.9% $97.69 +11.1%
72 SCHA SCHWAB STRATEGIC TR 69,310.0 $2.0M 0.05% +3K +4.4% $29.08 +19.8%
73 FROG JFROG LTD Technology 42,329.0 $2.0M 0.05% +33K +373.5% $46.93 +65.7%
74 PWR QUANTA SVCS INC Industrials 3,357.0 $1.8M 0.04% +23.0 +0.7% $549.03 +28.9%
75 QUAL ISHARES TR 9,401.0 $1.8M 0.04% +368.0 +4.1% $191.81 +13.1%
76 COHR COHERENT CORP Technology 7,435.0 $1.8M 0.04% +6K +570.4% $238.21 +61.6%
77 SCHE SCHWAB STRATEGIC TR 51,335.0 $1.7M 0.04% +988.0 +2.0% $32.95 +9.8%
78 SPIB SPDR SERIES TRUST 49,502.0 $1.7M 0.04% +8K +18.7% $33.54 -0.4%
79 CI THE CIGNA GROUP Healthcare 6,048.0 $1.6M 0.04% +213.0 +3.6% $266.75 +11.7%
80 ESGV VANGUARD WORLD FD 14,158.0 $1.6M 0.04% +2K +12.0% $112.27 +16.7%
Page 4 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%