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Portfolio (Quarterly) Guide ↗

BAILARD, INC.

· CIK 0000750641
13F Portfolio $4.5B AUM 744 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 744 New
Page 34 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 9,184.0 $240K 0.01% NEW $26.13 +64.4%
662 T AT&T INC Communication Services 9,609.0 $239K 0.01% NEW $24.84 -8.6%
663 IGLB ISHARES TR 4,720.0 $238K 0.01% NEW $50.45 -1.6%
664 HCA HCA HEALTHCARE INC Healthcare 504.0 $235K 0.01% NEW $466.86 -19.7%
665 SIBN SI-BONE INC Healthcare 11,887.0 $234K 0.01% NEW $19.72 -21.2%
666 ROG ROGERS CORP Technology 2,558.0 $234K 0.01% NEW $91.57 +53.8%
667 VISN COMMSCOPE HLDG CO INC Technology 12,864.0 $233K 0.01% NEW $18.13 -33.7%
668 IBEX IBEX LTD Technology 6,102.0 $233K 0.01% NEW $38.18 -20.5%
669 NMIH NMI HLDGS INC Financial Services 5,700.0 $233K 0.01% NEW $40.79 -10.1%
670 GIS GENERAL MLS INC Consumer Defensive 4,965.0 $231K 0.01% NEW $46.50 -27.5%
671 DAR DARLING INGREDIENTS INC Consumer Defensive 6,400.0 $230K 0.01% NEW $36.00 +62.1%
672 CADENCE BANK 5,350.0 $229K 0.01% NEW $42.84
673 APPS DIGITAL TURBINE INC Technology 45,829.0 $229K 0.01% NEW $5.00 +97.0%
674 SFIX STITCH FIX INC Consumer Cyclical 42,915.0 $225K 0.01% NEW $5.25 -31.0%
675 WEAV WEAVE COMMUNICATIONS INC Technology 29,574.0 $224K 0.01% NEW $7.59 -25.3%
676 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 17,800.0 $224K 0.01% NEW $12.59 -21.6%
677 CE CELANESE CORP DEL Basic Materials 5,300.0 $224K 0.01% NEW $42.28 +20.4%
678 CXT CRANE NXT CO Industrials 4,760.0 $224K 0.01% NEW $47.07 -18.7%
679 PRIM PRIMORIS SVCS CORP Industrials 1,789.0 $222K 0.01% NEW $124.14 -16.3%
680 ALGT ALLEGIANT TRAVEL CO Industrials 2,600.0 $222K 0.01% NEW $85.27 +1.7%
Page 34 of 38  ·  744 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 33.6%
Financial Services 24.9%
Healthcare 10.2%
Communication Services 9.7%
Consumer Cyclical 6.6%
Industrials 6.2%
Consumer Defensive 3.3%
Energy 2.1%
Basic Materials 1.4%
Utilities 1.1%