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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 13 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DE DEERE & CO Industrials 3,966.0 $1.8M 0.04% NEW $465.57 +21.0%
242 WELL WELLTOWER INC Real Estate 9,899.0 $1.8M 0.04% NEW $185.61 +15.0%
243 DNOW DNOW INC Energy 137,341.0 $1.8M 0.04% NEW $13.25 -1.2%
244 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 113,339.0 $1.8M 0.04% NEW $15.86 +20.9%
245 CYBERARK SOFTWARE LTD 4,027.0 $1.8M 0.04% NEW $446.06
246 QUAL ISHARES TR 9,033.0 $1.8M 0.04% NEW $198.62 +5.9%
247 IVE ISHARES TR 8,432.0 $1.8M 0.04% NEW $212.07 +5.3%
248 EA ELECTRONIC ARTS INC Communication Services 8,727.0 $1.8M 0.04% NEW $204.33 -1.8%
249 CBRE CBRE GROUP INC Real Estate 11,015.0 $1.8M 0.04% NEW $160.79 -19.5%
250 OTIS OTIS WORLDWIDE CORP Industrials 19,690.0 $1.7M 0.04% NEW $87.35 -18.6%
251 GWW WW GRAINGER INC Industrials 1,702.0 $1.7M 0.04% NEW $1009.05 +25.7%
252 ITRI ITRON INC Technology 18,465.0 $1.7M 0.04% NEW $92.86 -14.3%
253 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,717.0 $1.7M 0.04% NEW $350.55 +10.4%
254 SCHE SCHWAB STRATEGIC TR 50,347.0 $1.6M 0.04% NEW $32.75 +8.6%
255 MBB ISHARES TR 17,013.0 $1.6M 0.04% NEW $95.22 -1.7%
256 CECO CECO ENVIRONMENTAL CORP Industrials 27,022.0 $1.6M 0.04% NEW $59.85 +34.4%
257 CI THE CIGNA GROUP Healthcare 5,835.0 $1.6M 0.04% NEW $275.23 +3.6%
258 TSME THRIVENT ETF TRUST 38,023.0 $1.6M 0.04% NEW $41.64 +10.3%
259 CWI SPDR INDEX SHS FDS 43,881.0 $1.6M 0.04% NEW $35.92 +10.2%
260 ORA ORMAT TECHNOLOGIES INC Utilities 14,204.0 $1.6M 0.04% NEW $110.47 +18.2%
Page 13 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%