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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 12 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DE DEERE & CO Industrials 3,902.0 $2.2M 0.05% -64.0 -1.6% $563.35 +5.4%
222 JHG JANUS HENDERSON GROUP PLC Financial Services 42,662.0 $2.2M 0.05% -347.0 -0.8% $51.37 +0.9%
223 HUBS HUBSPOT INC Technology 8,926.0 $2.2M 0.05% -893.0 -9.1% $244.11 -25.1%
224 TSLA TESLA INC Consumer Cyclical 5,686.0 $2.1M 0.05% -91.0 -1.6% $371.75 +8.1%
225 IVW ISHARES TR 18,612.0 $2.1M 0.05% -552.0 -2.9% $113.11 +21.6%
226 PLDR PUTNAM ETF TRUST 62,185.0 $2.1M 0.05% -2K -2.5% $33.79 +12.0%
227 R RYDER SYS INC Industrials 10,199.0 $2.1M 0.05% -114.0 -1.1% $204.71 +32.5%
228 DGRO ISHARES TR 29,351.0 $2.1M 0.05% -6K -17.9% $70.18 +8.2%
229 OEF ISHARES TR 6,453.0 $2.1M 0.05% $318.07 +16.0%
230 PRU PRUDENTIAL FINL INC Financial Services 20,829.0 $2.0M 0.05% +183.0 +0.9% $97.69 +11.4%
231 NVS NOVARTIS AG Healthcare 13,282.0 $2.0M 0.05% -1K -7.9% $152.75 -0.7%
232 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 25,063.0 $2.0M 0.05% -137.0 -0.5% $80.56 -20.8%
233 SCHA SCHWAB STRATEGIC TR 69,310.0 $2.0M 0.05% +3K +4.4% $29.08 +20.4%
234 FROG JFROG LTD Technology 42,329.0 $2.0M 0.05% +33K +373.5% $46.93 +72.4%
235 MCK MCKESSON CORP Healthcare 2,242.0 $1.9M 0.04% -29.0 -1.3% $865.66 -10.5%
236 WELL WELLTOWER INC Real Estate 9,802.0 $1.9M 0.04% -97.0 -1.0% $197.71 +7.2%
237 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 23,719.0 $1.9M 0.04% -254.0 -1.1% $80.95 +0.2%
238 VZ VERIZON COMMUNICATIONS INC Communication Services 37,804.0 $1.9M 0.04% -8K -16.9% $50.20 -8.8%
239 ECL ECOLAB INC Basic Materials 6,976.0 $1.9M 0.04% -98.0 -1.4% $266.02 +2.9%
240 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 109,125.0 $1.9M 0.04% -4K -3.7% $16.97 +23.0%
Page 12 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%