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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 36 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 RFIL RF INDS LTD Industrials 36,625.0 $212K 0.01% NEW $5.78 +214.9%
702 GOLD GOLD COM INC Financial Services 6,200.0 $211K 0.01% NEW $34.05 +19.1%
703 AMRC AMERESCO INC Industrials 7,200.0 $211K 0.01% NEW $29.29 +12.8%
704 POWL POWELL INDS INC Industrials 661.0 $211K 0.01% NEW $318.78 -6.8%
705 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 20,105.0 $210K 0.01% NEW $10.46 +28.9%
706 AHCO ADAPTHEALTH CORP Healthcare 21,058.0 $210K 0.01% NEW $9.96 +7.0%
707 LC LENDINGCLUB CORP Financial Services 11,000.0 $208K 0.01% NEW $18.94 -16.3%
708 SPYG SPDR SERIES TRUST 1,952.0 $208K 0.01% NEW $106.70 +10.9%
709 UUUU ENERGY FUELS INC Energy 14,309.0 $208K 0.01% NEW $14.54 +34.1%
710 HLIT HARMONIC INC Technology 20,800.0 $206K 0.01% NEW $9.89 +34.9%
711 LECO LINCOLN ELEC HLDGS INC Industrials 858.0 $206K 0.01% NEW $239.64 +11.2%
712 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,702.0 $205K 0.01% NEW $55.44 +47.3%
713 COHR COHERENT CORP Technology 1,109.0 $205K 0.01% NEW $184.57 +119.4%
714 ADI ANALOG DEVICES INC Technology 753.0 $204K 0.01% NEW $271.20 +53.9%
715 TILE INTERFACE INC Consumer Cyclical 7,305.0 $204K 0.01% NEW $27.92 +2.2%
716 DFUS DIMENSIONAL ETF TRUST 2,716.0 $201K 0.00% NEW $74.17 +8.2%
717 U UNITY SOFTWARE INC Technology 4,538.0 $200K 0.00% NEW $44.17 -38.2%
718 TH TARGET HOSPITALITY CORP Industrials 24,797.0 $199K 0.00% NEW $8.01 +129.0%
719 ZDGE ZEDGE INC Communication Services 60,100.0 $197K 0.00% NEW $3.28 -13.1%
720 GO GROCERY OUTLET HLDG CORP Consumer Defensive 19,289.0 $195K 0.00% NEW $10.10 -24.1%
Page 36 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%