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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FXE INVESCO CURRENCYSHARES EURO Financial Services 2,336.0 $249K 0.01% NEW $106.69 -0.1%
82 TDAY USA TODAY CO INC Communication Services 35,100.0 $247K 0.01% NEW $7.05 +10.6%
83 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 71,801.0 $245K 0.01% NEW $3.41 +54.4%
84 MAC MACERICH CO Real Estate 12,400.0 $234K 0.01% NEW $18.90 +22.9%
85 NWL NEWELL BRANDS INC Consumer Defensive 68,300.0 $234K 0.01% NEW $3.43 +46.8%
86 STC STEWART INFORMATION SVCS COR Financial Services 3,800.0 $234K 0.01% NEW $61.58 +6.6%
87 CVCO CAVCO INDS INC DEL Consumer Cyclical 470.0 $228K 0.01% NEW $484.29 +23.1%
88 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,411.0 $225K 0.01% NEW $93.36 +4.2%
89 FSTR FOSTER L B CO Industrials 8,000.0 $223K 0.01% NEW $27.90 +48.2%
90 CTRI CENTURI HOLDINGS INC Utilities 7,600.0 $222K 0.01% NEW $29.21 +3.5%
91 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 10,600.0 $218K 0.01% NEW $20.53 -17.8%
92 CBOE CBOE GLOBAL MKTS INC Financial Services 772.0 $217K 0.01% NEW $281.07 -11.2%
93 AEE AMEREN CORP Utilities 1,903.0 $209K 0.01% NEW $109.97 -0.6%
94 KBH KB HOME Consumer Cyclical 4,000.0 $207K 0.01% NEW $51.75 +3.4%
95 RGR STURM RUGER & CO INC Industrials 5,100.0 $204K 0.01% NEW $40.09 -5.5%
96 SUI SUN CMNTYS INC Real Estate 1,600.0 $202K 0.01% NEW $125.96 -2.6%
97 TOL TOLL BROTHERS INC Consumer Cyclical 1,466.0 $200K 0.01% NEW $136.47 +12.0%
98 ESCA ESCALADE INC Consumer Cyclical 11,430.0 $196K 0.01% NEW $17.17 +5.9%
99 GLRE GREENLIGHT CAP RE LTD Financial Services 10,400.0 $180K 0.00% NEW $17.29 -7.1%
100 TALO TALOS ENERGY INC Energy 10,200.0 $161K 0.00% NEW $15.76 -11.6%
Page 5 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%