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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 11 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VT VANGUARD INTL EQUITY INDEX F 19,410.0 $2.7M 0.06% NEW $141.07 +8.8%
202 MA MASTERCARD INCORPORATED Financial Services 4,666.0 $2.7M 0.06% NEW $570.98 -14.2%
203 CMCSA COMCAST CORP NEW Communication Services 88,500.0 $2.6M 0.06% NEW $29.89 -17.2%
204 REGN REGENERON PHARMACEUTICALS Healthcare 3,374.0 $2.6M 0.06% NEW $771.87 -7.6%
205 TSLA TESLA INC Consumer Cyclical 5,777.0 $2.6M 0.06% NEW $449.75 -1.4%
206 SPTS SPDR SERIES TRUST 88,718.0 $2.6M 0.06% NEW $29.28 -1.0%
207 BBAG J P MORGAN EXCHANGE TRADED F 55,719.0 $2.6M 0.06% NEW $46.42 -2.0%
208 SBUX STARBUCKS CORP Consumer Cyclical 30,563.0 $2.6M 0.06% NEW $84.21 +26.3%
209 MUB ISHARES TR 23,478.0 $2.5M 0.06% NEW $107.11 -0.9%
210 DGRO ISHARES TR 35,749.0 $2.5M 0.06% NEW $69.42 +5.7%
211 LNG CHENIERE ENERGY INC Energy 12,568.0 $2.4M 0.05% NEW $194.39 +24.0%
212 JMST J P MORGAN EXCHANGE TRADED F 46,771.0 $2.4M 0.05% NEW $50.94 -0.1%
213 VB VANGUARD INDEX FDS 9,233.0 $2.4M 0.05% NEW $257.95 +9.3%
214 PLDR PUTNAM ETF TRUST 63,803.0 $2.4M 0.05% NEW $37.21 +2.7%
215 IVW ISHARES TR 19,164.0 $2.4M 0.05% NEW $123.26 +10.9%
216 PRU PRUDENTIAL FINL INC Financial Services 20,646.0 $2.3M 0.05% NEW $112.88 -8.6%
217 UPS UNITED PARCEL SERVICE INC Industrials 23,404.0 $2.3M 0.05% NEW $99.19 -0.8%
218 LOW LOWES COS INC Consumer Cyclical 9,455.0 $2.3M 0.05% NEW $241.16 -7.3%
219 GLW CORNING INC Technology 25,628.0 $2.2M 0.05% NEW $87.56 +137.9%
220 TGT TARGET CORP Consumer Defensive 22,911.0 $2.2M 0.05% NEW $97.75 +25.9%
Page 11 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%