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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 35 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SDY SPDR SERIES TRUST 1,593.0 $222K 0.01% NEW $139.16 +8.3%
682 SRE SEMPRA Utilities 2,505.0 $221K 0.01% NEW $88.29 +2.9%
683 NPK INTERNATIONAL INC 18,444.0 $220K 0.01% NEW $11.92
684 TEX TEREX CORP NEW Industrials 4,100.0 $219K 0.01% NEW $53.38 +19.3%
685 INVA INNOVIVA INC Healthcare 10,933.0 $219K 0.01% NEW $19.99 +12.8%
686 CYTK CYTOKINETICS INC Healthcare 3,425.0 $218K 0.01% NEW $63.54 +7.7%
687 TDS TELEPHONE & DATA SYS INC Communication Services 5,300.0 $217K 0.01% NEW $41.00 -4.1%
688 VIRT VIRTU FINL INC Financial Services 6,500.0 $217K 0.01% NEW $33.32 +59.1%
689 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 18,500.0 $216K 0.01% NEW $11.67 +37.1%
690 RBBN RIBBON COMMUNICATIONS INC Communication Services 74,800.0 $215K 0.01% NEW $2.88 -7.6%
691 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 16,199.0 $215K 0.01% NEW $13.28 -4.2%
692 ZUMZ ZUMIEZ INC Consumer Cyclical 8,257.0 $215K 0.01% NEW $26.05 -27.7%
693 HLN HALEON PLC Healthcare 21,259.0 $215K 0.01% NEW $10.11 -9.8%
694 EPR EPR PPTYS Real Estate 4,300.0 $215K 0.01% NEW $49.90 +18.3%
695 RPD RAPID7 INC Technology 14,100.0 $214K 0.01% NEW $15.20 -53.3%
696 FLXS FLEXSTEEL INDS INC Consumer Cyclical 5,418.0 $214K 0.01% NEW $39.49 +46.8%
697 PH PARKER-HANNIFIN CORP Industrials 243.0 $214K 0.01% NEW $878.96 +3.0%
698 GREAT LAKES DREDGE & DOCK CO 16,277.0 $214K 0.01% NEW $13.12
699 INTERNATIONAL BANCSHARES COR 3,200.0 $213K 0.01% NEW $66.44
700 NEU NEWMARKET CORP Basic Materials 309.0 $212K 0.01% NEW $687.26 +19.6%
Page 35 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%