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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 15 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TRV TRAVELERS COMPANIES INC Financial Services 4,547.0 $1.3M 0.03% NEW $290.06 +3.3%
282 ADSK AUTODESK INC Technology 4,446.0 $1.3M 0.03% NEW $296.01 -17.7%
283 XLV SELECT SECTOR SPDR TR 8,501.0 $1.3M 0.03% NEW $154.81 -5.9%
284 RS RELIANCE INC Basic Materials 4,540.0 $1.3M 0.03% NEW $288.87 +25.2%
285 SNY SANOFI SA Healthcare 26,942.0 $1.3M 0.03% NEW $48.46 -11.9%
286 NSC NORFOLK SOUTHN CORP Industrials 4,473.0 $1.3M 0.03% NEW $288.76 +9.4%
287 ITUB ITAU UNIBANCO HLDG S A Financial Services 180,000.0 $1.3M 0.03% NEW $7.16 +9.5%
288 BNS BANK NOVA SCOTIA HALIFAX Financial Services 17,104.0 $1.3M 0.03% NEW $73.69 +4.8%
289 ICF ISHARES TR 21,105.0 $1.3M 0.03% NEW $59.67 +12.2%
290 VFH VANGUARD WORLD FD 9,411.0 $1.3M 0.03% NEW $133.49 -5.0%
291 BX BLACKSTONE INC Financial Services 8,026.0 $1.2M 0.03% NEW $154.15 -24.1%
292 XLY SELECT SECTOR SPDR TR 10,340.0 $1.2M 0.03% NEW $119.41 -2.6%
293 ALLY ALLY FINL INC Financial Services 26,800.0 $1.2M 0.03% NEW $45.29 -7.0%
294 AXON AXON ENTERPRISE INC Industrials 2,132.0 $1.2M 0.03% NEW $567.93 -29.7%
295 BBY BEST BUY INC Consumer Cyclical 17,953.0 $1.2M 0.03% NEW $66.93 -13.5%
296 XLE SELECT SECTOR SPDR TR 26,840.0 $1.2M 0.03% NEW $44.71 +35.4%
297 HUM HUMANA INC Healthcare 4,679.0 $1.2M 0.03% NEW $256.13 +19.1%
298 CASY CASEYS GEN STORES INC Consumer Cyclical 2,146.0 $1.2M 0.03% NEW $552.71 +54.8%
299 RTX RTX CORPORATION Industrials 6,412.0 $1.2M 0.03% NEW $183.41 -6.7%
300 ALK ALASKA AIR GROUP INC Industrials 22,890.0 $1.2M 0.03% NEW $50.30 -26.6%
Page 15 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%