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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LIFETIME BRANDS INC 27,089.0 $155K 0.00% NEW $5.74
102 ARTIVA BIOTHERAPEUTICS INC 20,700.0 $133K 0.00% NEW $6.44
103 CORBUS PHARMACEUTICALS HLDGS 13,500.0 $127K 0.00% NEW $9.39
104 SLP SIMULATIONS PLUS INC Healthcare 10,000.0 $118K 0.00% NEW $11.82 +54.4%
105 VNDA VANDA PHARMACEUTICALS INC Healthcare 16,800.0 $116K 0.00% NEW $6.91 -12.8%
106 NUVB NUVATION BIO INC Healthcare 27,000.0 $116K 0.00% NEW $4.29 +22.4%
107 PBYI PUMA BIOTECHNOLOGY INC Healthcare 18,100.0 $116K 0.00% NEW $6.39 +12.8%
108 EBS EMERGENT BIOSOLUTIONS INC Healthcare 13,600.0 $113K 0.00% NEW $8.30 -1.3%
109 ORMP ORAMED PHARMACEUTICALS INC Healthcare 32,478.0 $110K 0.00% NEW $3.40 +11.8%
110 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 51,500.0 $110K 0.00% NEW $2.13 -18.5%
111 WHWK WHITEHAWK THERAPEUTICS INC Healthcare 31,398.0 $108K 0.00% NEW $3.45 +25.8%
112 ICCC IMMUCELL CORP Healthcare 10,102.0 $64K 0.00% NEW $6.33 +51.0%
Page 6 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%