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Portfolio (Quarterly) Guide ↗

BAILARD, INC.

· CIK 0000750641
13F Portfolio $4.5B AUM 744 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 744 New
Page 10 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SNA SNAP ON INC Industrials 9,965.0 $3.4M 0.08% NEW $344.60 +6.3%
182 VTEB VANGUARD MUN BD FDS 67,325.0 $3.4M 0.07% NEW $50.29 -0.9%
183 WMT WALMART INC Consumer Defensive 30,260.0 $3.4M 0.07% NEW $111.41 +18.9%
184 ESGD ISHARES TR 35,286.0 $3.4M 0.07% NEW $95.09 +5.7%
185 AZO AUTOZONE INC Consumer Cyclical 969.0 $3.3M 0.07% NEW $3393.25 -2.1%
186 SAP SAP SE Technology 13,495.0 $3.3M 0.07% NEW $242.91 -32.4%
187 SUSA ISHARES TR 23,439.0 $3.3M 0.07% NEW $139.35 +7.4%
188 EVRG EVERGY INC Utilities 45,018.0 $3.3M 0.07% NEW $72.49 +14.1%
189 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 97,668.0 $3.2M 0.07% NEW $33.02 +4.2%
190 INTC INTEL CORP Technology 86,723.0 $3.2M 0.07% NEW $36.90 +214.2%
191 HIG HARTFORD INSURANCE GROUP INC Financial Services 23,057.0 $3.2M 0.07% NEW $137.80 -2.6%
192 BROS DUTCH BROS INC Consumer Cyclical 51,520.0 $3.2M 0.07% NEW $61.22 -16.7%
193 DXCM DEXCOM INC Healthcare 46,699.0 $3.1M 0.07% NEW $66.37 -12.9%
194 HII HUNTINGTON INGALLS INDS INC Industrials 8,844.0 $3.0M 0.07% NEW $340.07 -0.9%
195 XJR ISHARES TR 68,842.0 $2.9M 0.07% NEW $42.58 +10.8%
196 FITB FIFTH THIRD BANCORP Financial Services 61,882.0 $2.9M 0.06% NEW $46.81 +1.9%
197 IGF ISHARES TR 45,955.0 $2.8M 0.06% NEW $61.36 +7.6%
198 XYL XYLEM INC Industrials 20,484.0 $2.8M 0.06% NEW $136.18 -19.6%
199 WFC WELLS FARGO CO NEW Financial Services 29,484.0 $2.7M 0.06% NEW $93.20 -20.8%
200 MRK MERCK & CO INC Healthcare 26,080.0 $2.7M 0.06% NEW $105.26 +7.7%
Page 10 of 38  ·  744 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 33.6%
Financial Services 24.9%
Healthcare 10.2%
Communication Services 9.7%
Consumer Cyclical 6.6%
Industrials 6.2%
Consumer Defensive 3.3%
Energy 2.1%
Basic Materials 1.4%
Utilities 1.1%