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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 38 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 TLS TELOS CORP MD Technology 12,300.0 $63K 0.00% NEW $5.10 -17.1%
742 SURG SURGEPAYS INC Technology 27,975.0 $47K 0.00% NEW $1.67 -68.1%
743 AGILON HEALTH INC 42,157.0 $29K 0.00% NEW $0.69
744 PMVP PMV PHARMACEUTICALS INC Healthcare 17,069.0 $21K NEW $1.25 +3.2%
Page 38 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%