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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 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GEF GREIF INC Consumer Cyclical 7,200.0 $483K 0.01% NEW $67.07 +5.4%
42 ZION ZIONS BANCORPORATION NATL AS Financial Services 8,318.0 $479K 0.01% NEW $57.62 +15.0%
43 NBR NABORS INDUSTRIES LTD Energy 5,300.0 $456K 0.01% NEW $86.06 +6.0%
44 OMCL OMNICELL COM Healthcare 13,600.0 $454K 0.01% NEW $33.38 +19.5%
45 LEG LEGGETT & PLATT INC Consumer Cyclical 45,900.0 $453K 0.01% NEW $9.88 +9.8%
46 NWFL NORWOOD FINANCIAL CORP Financial Services 15,374.0 $452K 0.01% NEW $29.42 +6.5%
47 XPRO EXPRO GROUP HOLDINGS NV Energy 25,200.0 $439K 0.01% NEW $17.41 -10.0%
48 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 8,900.0 $399K 0.01% NEW $44.84 +8.9%
49 CUBI CUSTOMERS BANCORP INC Financial Services 5,600.0 $389K 0.01% NEW $69.41 +10.2%
50 TSBK TIMBERLAND BANCORP INC Financial Services 9,137.0 $360K 0.01% NEW $39.43 +6.8%
51 IOSP INNOSPEC INC Basic Materials 4,700.0 $343K 0.01% NEW $73.02 +14.7%
52 GCO GENESCO INC Consumer Cyclical 11,400.0 $330K 0.01% NEW $28.99 +23.8%
53 UCTT ULTRA CLEAN HLDGS INC Technology 5,200.0 $323K 0.01% NEW $62.18 +75.8%
54 TTMI TTM TECHNOLOGIES INC Technology 3,300.0 $321K 0.01% NEW $97.42 +104.9%
55 NWPX NWPX INFRASTRUCTURE INC Industrials 4,100.0 $319K 0.01% NEW $77.86 +69.9%
56 IIIN INSTEEL INDS INC Industrials 9,024.0 $303K 0.01% NEW $33.61 -14.9%
57 DBI DESIGNER BRANDS INC Consumer Cyclical 53,300.0 $303K 0.01% NEW $5.69 +14.1%
58 PTEN PATTERSON-UTI ENERGY INC Energy 27,500.0 $298K 0.01% NEW $10.83 -4.4%
59 SSP SCRIPPS E W CO OHIO Communication Services 79,302.0 $295K 0.01% NEW $3.72 -22.6%
60 SCSC SCANSOURCE INC Technology 8,100.0 $294K 0.01% NEW $36.30 +35.7%
Page 3 of 6  ·  112 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%