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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 10 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IBM INTERNATIONAL BUSINESS MACHS Technology 14,196.0 $3.4M 0.08% $242.40 +11.7%
182 MRVL MARVELL TECHNOLOGY INC Technology 34,632.0 $3.4M 0.08% +24K +214.7% $99.05 +181.3%
183 XJR ISHARES TR 78,189.0 $3.4M 0.08% +9K +13.6% $43.54 +16.4%
184 HII HUNTINGTON INGALLS INDS INC Industrials 8,792.0 $3.3M 0.08% -52.0 -0.6% $379.90 -21.4%
185 NKE NIKE INC Consumer Cyclical 63,123.0 $3.3M 0.08% +2K +4.0% $52.82 -14.7%
186 EOG EOG RES INC Energy 23,046.0 $3.3M 0.08% +3K +13.1% $144.58 -8.7%
187 INTC INTEL CORP Technology 74,770.0 $3.3M 0.08% -12K -13.8% $44.13 +165.2%
188 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,651.0 $3.3M 0.07% -220.0 -3.2% $491.56 -3.9%
189 AZO AUTOZONE INC Consumer Cyclical 964.0 $3.3M 0.07% -5.0 -0.5% $3379.53 -7.4%
190 NTR NUTRIEN LTD Basic Materials 43,073.0 $3.3M 0.07% NEW $75.46 -13.2%
191 SUSA ISHARES TR 23,947.0 $3.2M 0.07% +508.0 +2.2% $132.10 +16.1%
192 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 10,846.0 $3.2M 0.07% +6K +136.9% $290.49 -3.4%
193 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 15,916.0 $3.1M 0.07% -4K -18.4% $197.50 +16.4%
194 HIG HARTFORD INSURANCE GROUP INC Financial Services 23,066.0 $3.1M 0.07% $135.23 -3.1%
195 VTEB VANGUARD MUN BD FDS 61,856.0 $3.1M 0.07% -5K -8.1% $49.89 +0.9%
196 IGF ISHARES TR 45,955.0 $3.1M 0.07% $67.00 -0.4%
197 TEL TE CONNECTIVITY PLC Technology 14,394.0 $3.0M 0.07% -2K -12.2% $209.02 +3.8%
198 MRK MERCK & CO INC Healthcare 24,509.0 $2.9M 0.07% -2K -6.0% $120.29 -4.3%
199 FITB FIFTH THIRD BANCORP Financial Services 61,890.0 $2.9M 0.07% $46.46 +15.0%
200 BA BOEING CO Industrials 14,044.0 $2.8M 0.06% +12K +702.5% $199.04 +14.3%
Page 10 of 37  ·  736 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%