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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 13 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PWR QUANTA SVCS INC Industrials 3,357.0 $1.8M 0.04% +23.0 +0.7% $549.03 +30.2%
242 GWW WW GRAINGER INC Industrials 1,682.0 $1.8M 0.04% -20.0 -1.2% $1090.81 +20.2%
243 QUAL ISHARES TR 9,401.0 $1.8M 0.04% +368.0 +4.1% $191.81 +11.8%
244 COHR COHERENT CORP Technology 7,435.0 $1.8M 0.04% +6K +570.4% $238.21 +59.0%
245 EBAY EBAY INC. Consumer Cyclical 19,174.0 $1.7M 0.04% -2K -11.0% $91.02 +18.5%
246 ROKU ROKU INC Communication Services 18,224.0 $1.7M 0.04% NEW $94.62 +45.1%
247 LINC LINCOLN EDL SVCS CORP Consumer Defensive 42,071.0 $1.7M 0.04% $40.68 +14.3%
248 EA ELECTRONIC ARTS INC Communication Services 8,373.0 $1.7M 0.04% -354.0 -4.1% $203.87 -0.4%
249 SCHE SCHWAB STRATEGIC TR 51,335.0 $1.7M 0.04% +988.0 +2.0% $32.95 +10.3%
250 SCHG SCHWAB STRATEGIC TR 57,852.0 $1.7M 0.04% -672.0 -1.1% $29.13 +14.9%
251 VOX VANGUARD WORLD FD 9,242.0 $1.7M 0.04% -851.0 -8.4% $179.84 +3.2%
252 SPIB SPDR SERIES TRUST 49,502.0 $1.7M 0.04% +8K +18.7% $33.54 -0.7%
253 IVE ISHARES TR 7,676.0 $1.6M 0.04% -756.0 -9.0% $211.15 +6.9%
254 XLE SELECT SECTOR SPDR TR 26,392.0 $1.6M 0.04% -448.0 -1.7% $61.26 -10.8%
255 CI THE CIGNA GROUP Healthcare 6,048.0 $1.6M 0.04% +213.0 +3.6% $266.75 +6.9%
256 ORA ORMAT TECHNOLOGIES INC Utilities 14,204.0 $1.6M 0.04% $111.92 +12.7%
257 ESGV VANGUARD WORLD FD 14,158.0 $1.6M 0.04% +2K +12.0% $112.27 +16.5%
258 AJG GALLAGHER ARTHUR J & CO Financial Services 7,325.0 $1.6M 0.04% $216.59 -0.2%
259 RS RELIANCE INC Basic Materials 5,193.0 $1.6M 0.04% +653.0 +14.4% $303.92 +33.0%
260 XEL XCEL ENERGY INC Utilities 19,844.0 $1.6M 0.04% -680.0 -3.3% $79.44 -0.6%
Page 13 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%