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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 14 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FAST FASTENAL CO Industrials 38,447.0 $1.5M 0.03% NEW $40.13 +9.9%
262 SCHB SCHWAB STRATEGIC TR 58,808.0 $1.5M 0.03% NEW $26.23 +7.9%
263 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 20,106.0 $1.5M 0.03% NEW $76.67 +14.5%
264 ESGV VANGUARD WORLD FD 12,636.0 $1.5M 0.03% NEW $120.96 +7.0%
265 XEL XCEL ENERGY INC Utilities 20,524.0 $1.5M 0.03% NEW $73.86 +5.8%
266 FIVE FIVE BELOW INC Consumer Cyclical 7,946.0 $1.5M 0.03% NEW $188.36 +15.1%
267 VNT VONTIER CORPORATION Technology 39,589.0 $1.5M 0.03% NEW $37.18 -24.6%
268 NSIT INSIGHT ENTERPRISES INC Technology 18,033.0 $1.5M 0.03% NEW $81.47 +12.5%
269 UNM UNUM GROUP Financial Services 18,808.0 $1.5M 0.03% NEW $77.50 +6.6%
270 IWF ISHARES TR 3,071.0 $1.5M 0.03% NEW $473.30 -73.8%
271 UBS UBS GROUP AG Financial Services 31,157.0 $1.4M 0.03% NEW $46.31 -0.2%
272 SONY SONY GROUP CORP Technology 56,238.0 $1.4M 0.03% NEW $25.60 -11.5%
273 NTAP NETAPP INC Technology 13,336.0 $1.4M 0.03% NEW $107.09 +12.5%
274 SPIB SPDR SERIES TRUST 41,707.0 $1.4M 0.03% NEW $33.81 -1.6%
275 PWR QUANTA SVCS INC Industrials 3,334.0 $1.4M 0.03% NEW $422.07 +73.2%
276 VPU VANGUARD WORLD FD 7,427.0 $1.4M 0.03% NEW $185.04 +2.1%
277 IEMG ISHARES INC 20,438.0 $1.4M 0.03% NEW $67.22 +17.9%
278 IWD ISHARES TR 6,468.0 $1.4M 0.03% NEW $210.34 +10.3%
279 PNR PENTAIR PLC Industrials 13,001.0 $1.4M 0.03% NEW $104.14 -30.0%
280 XLC SELECT SECTOR SPDR TR 11,229.0 $1.3M 0.03% NEW $117.72 -0.4%
Page 14 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%