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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 11 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CRM SALESFORCE INC Technology 14,847.0 $2.8M 0.06% -79.0 -0.5% $186.68 -13.4%
202 TGT TARGET CORP Consumer Defensive 22,733.0 $2.8M 0.06% -178.0 -0.8% $121.20 +10.1%
203 SBUX STARBUCKS CORP Consumer Cyclical 30,718.0 $2.8M 0.06% +155.0 +0.5% $89.59 +13.5%
204 MPC MARATHON PETE CORP Energy 11,092.0 $2.7M 0.06% NEW $244.18 +2.6%
205 VT VANGUARD INTL EQUITY INDEX F 19,355.0 $2.7M 0.06% $138.33 +14.2%
206 CAH CARDINAL HEALTH INC Healthcare 12,467.0 $2.6M 0.06% +2K +18.0% $211.31 +7.8%
207 CMCSA COMCAST CORP NEW Communication Services 91,099.0 $2.6M 0.06% +3K +2.9% $28.71 -17.6%
208 REGN REGENERON PHARMACEUTICALS Healthcare 3,378.0 $2.6M 0.06% $772.81 -20.5%
209 GEV GE VERNOVA INC Utilities 2,880.0 $2.5M 0.06% +1K +95.7% $872.90 +12.5%
210 XYL XYLEM INC Industrials 20,387.0 $2.4M 0.06% $119.50 -7.1%
211 VB VANGUARD INDEX FDS 9,233.0 $2.4M 0.06% $261.92 +13.2%
212 NI NISOURCE INC Utilities 51,411.0 $2.4M 0.06% -739.0 -1.4% $46.66 +2.3%
213 MUB ISHARES TR 22,031.0 $2.3M 0.05% -1K -6.2% $106.15 +1.0%
214 UPS UNITED PARCEL SVCS INC Industrials 23,413.0 $2.3M 0.05% $98.38 +10.6%
215 MA MASTERCARD INCORPORATED Financial Services 4,560.0 $2.3M 0.05% -106.0 -2.3% $499.75 +0.3%
216 SAP SAP SE Technology 13,307.0 $2.3M 0.05% -188.0 -1.4% $171.22 -3.4%
217 WFC WELLS FARGO & CO Financial Services 28,325.0 $2.3M 0.05% -1K -3.9% $79.61 +4.4%
218 LOW LOWES COS INC Consumer Cyclical 9,405.0 $2.2M 0.05% -50.0 -0.5% $236.28 -5.2%
219 SPTS SPDR SERIES TRUST 75,443.0 $2.2M 0.05% -13K -15.0% $29.18 -0.6%
220 BBAG J P MORGAN EXCHANGE TRADED F 47,667.0 $2.2M 0.05% -8K -14.4% $46.16 -0.5%
Page 11 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%