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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 8 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FR FIRST INDL RLTY TR INC Real Estate 18,300.0 $1.1M 0.02% -2K -7.6% $57.85 +8.6%
142 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 28,412.0 $1.0M 0.02% -5K -14.7% $36.75 +6.1%
143 DNOW DNOW INC Energy 84,761.0 $1.0M 0.02% -53K -38.3% $11.91 +13.3%
144 EW EDWARDS LIFESCIENCES CORP Healthcare 12,288.0 $984K 0.02% -143.0 -1.1% $80.08 +10.6%
145 CSTM CONSTELLIUM SE Basic Materials 37,900.0 $932K 0.02% -8K -17.8% $24.58 +39.1%
146 IBB ISHARES TR 5,462.0 $922K 0.02% -101.0 -1.8% $168.85 +1.5%
147 BX BLACKSTONE INC Financial Services 7,950.0 $914K 0.02% -76.0 -0.9% $114.99 +11.2%
148 MBWM MERCANTILE BK CORP Financial Services 17,401.0 $879K 0.02% -1K -6.0% $50.50 +7.6%
149 OUTFRONT MEDIA INC 33,094.0 $877K 0.02% -2K -6.1% $26.50
150 PARR PAR PAC HOLDINGS INC Energy 14,000.0 $877K 0.02% -3K -19.1% $62.64 -16.1%
151 BRX BRIXMOR PPTY GROUP INC Real Estate 30,192.0 $870K 0.02% -2K -5.6% $28.80 +10.3%
152 TMP TOMPKINS FINL CORP Financial Services 11,000.0 $867K 0.02% -1K -10.6% $78.84 +14.6%
153 DIA STATE STR SPDR DOW JONES IND Financial Services 1,830.0 $848K 0.02% -250.0 -12.0% $463.32 +12.6%
154 VYM VANGUARD WHITEHALL FDS 5,620.0 $832K 0.02% -102.0 -1.8% $148.10 +8.3%
155 SHBI SHORE BANCSHARES INC Financial Services 43,925.0 $821K 0.02% -2K -3.9% $18.68 +18.7%
156 VDE VANGUARD WORLD FD 4,710.0 $815K 0.02% -3K -36.5% $173.04 -9.9%
157 RMBS RAMBUS INC DEL Technology 9,375.0 $807K 0.02% -2K -15.4% $86.03 +54.0%
158 CR CRANE COMPANY Industrials 4,713.0 $806K 0.02% -92.0 -1.9% $171.00 +21.1%
159 EE EXCELERATE ENERGY INC Utilities 24,000.0 $802K 0.02% -2K -5.9% $33.42 +3.5%
160 NSIT INSIGHT ENTERPRISES INC Technology 11,845.0 $794K 0.02% -6K -34.3% $67.01 +63.0%
Page 8 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%