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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 11 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RFIL RF INDS LTD Industrials 33,525.0 $346K 0.01% -3K -8.5% $10.31 +59.5%
202 CZFS CITIZENS FINL SVCS INC Financial Services 5,645.0 $345K 0.01% -2K -22.1% $61.15 +7.6%
203 VOD VODAFONE GROUP PLC Communication Services 21,868.0 $328K 0.01% -41K -65.2% $15.02 -0.1%
204 INTT INTEST CORP Technology 23,267.0 $318K 0.01% -13K -35.0% $13.65 +29.5%
205 POWL POWELL INDS INC Industrials 561.0 $304K 0.01% -100.0 -15.1% $541.08 -45.9%
206 DIVERSIFIED ENERGY CO 17,000.0 $296K 0.01% -2K -9.6% $17.44
207 A AGILENT TECHNOLOGIES INC Healthcare 2,575.0 $294K 0.01% -58.0 -2.2% $114.00 +12.6%
208 KALU KAISER ALUMINIUM CORPORATION Basic Materials 2,400.0 $289K 0.01% -398.0 -14.2% $120.51 +50.8%
209 FDX FEDEX CORP Industrials 802.0 $286K 0.01% -596.0 -42.6% $356.18 -5.7%
210 LYTS LSI INDS INC OHIO Technology 15,200.0 $283K 0.01% -100.0 -0.7% $18.60 +34.1%
211 DUK DUKE ENERGY CORP NEW Utilities 2,155.0 $282K 0.01% -32K -93.7% $130.94 -3.7%
212 THG HANOVER INS GROUP INC Financial Services 1,600.0 $277K 0.01% -600.0 -27.3% $173.35 +14.9%
213 REPX RILEY EXPLORATION PERMIAN IN Energy 7,600.0 $277K 0.01% -3K -26.2% $36.45 -8.4%
214 MET METLIFE INC Financial Services 3,594.0 $254K 0.01% -4K -49.7% $70.73 +23.6%
215 CDP COPT DEFENSE PROPERTIES Real Estate 7,896.0 $242K 0.01% -10K -54.6% $30.60 +11.0%
216 CCBG CAPITAL CITY BANK Financial Services 5,400.0 $235K 0.01% -11K -66.1% $43.46 +6.8%
217 HCA HCA HEALTHCARE INC Healthcare 495.0 $234K 0.01% -9.0 -1.8% $473.24 -16.1%
218 WAY WAYSTAR HLDG CORP Technology 9,590.0 $231K 0.01% -4K -29.4% $24.11 -23.1%
219 PSTL POSTAL REALTY TRUST INC Real Estate 12,200.0 $226K 0.01% -34K -73.7% $18.56 +25.6%
220 BDX BECTON DICKINSON & CO Healthcare 1,433.0 $225K 0.01% -100.0 -6.5% $157.23 -7.7%
Page 11 of 12  ·  228 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%