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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 12 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 16,000.0 $222K 0.01% -4K -20.4% $13.86 +13.4%
222 FFBC 1ST FINL BANCORP Financial Services 7,700.0 $215K 0.01% -14K -63.8% $27.88 +14.4%
223 ERAS ERASCA INC Healthcare 13,146.0 $213K 0.01% -22K -62.7% $16.18 -17.3%
224 HLN HALEON PLC Healthcare 20,979.0 $210K 0.01% -280.0 -1.3% $10.01 -9.2%
225 ZDGE ZEDGE INC Communication Services 44,785.0 $131K 0.00% -15K -25.5% $2.93 +10.9%
226 TARA PROTARA THERAPEUTICS INC Healthcare 18,617.0 $97K 0.00% -6K -23.8% $5.21 -26.9%
227 CTKB CYTEK BIOSCIENCES INC Healthcare 19,900.0 $87K 0.00% -9K -32.1% $4.37 -6.4%
228 LTRX LANTRONIX INC Technology 15,600.0 $82K 0.00% -33K -68.1% $5.24 +26.0%
Page 12 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%