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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 16 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EXC EXELON CORP Utilities 23,748.0 $1.2M 0.03% -280.0 -1.2% $49.02 -7.1%
302 BNS BANK NOVA SCOTIA B C Financial Services 16,621.0 $1.2M 0.03% -483.0 -2.8% $69.31 +24.6%
303 GD GENERAL DYNAMICS CORP Industrials 3,317.0 $1.1M 0.03% -43.0 -1.3% $343.27 +5.7%
304 ALK ALASKA AIR GROUP INC Industrials 30,898.0 $1.1M 0.03% +8K +35.0% $36.78 +31.2%
305 PNR PENTAIR PLC Industrials 12,904.0 $1.1M 0.03% -97.0 -0.8% $87.11 -15.8%
306 BBY BEST BUY INC Consumer Cyclical 17,500.0 $1.1M 0.03% -453.0 -2.5% $64.20 +13.9%
307 XLY SELECT SECTOR SPDR TR 10,286.0 $1.1M 0.03% -54.0 -0.5% $108.98 +6.0%
308 NULV NUSHARES ETF TR 24,569.0 $1.1M 0.03% -357.0 -1.4% $45.50 +9.6%
309 VFH VANGUARD WORLD FD 9,219.0 $1.1M 0.03% -192.0 -2.0% $120.81 +9.6%
310 SONY SONY GROUP CORP Technology 53,078.0 $1.1M 0.03% -3K -5.6% $20.70 -2.2%
311 WDC WESTERN DIGITAL CORP Technology 4,040.0 $1.1M 0.03% NEW $270.52 +151.8%
312 HOG HARLEY DAVIDSON INC Consumer Cyclical 53,865.0 $1.1M 0.03% $20.22 +25.7%
313 DGX QUEST DIAGNOSTICS INC Healthcare 5,545.0 $1.1M 0.03% +1K +37.0% $195.98 +0.9%
314 AMT AMERICAN TOWER CORP Real Estate 6,285.0 $1.1M 0.03% -46.0 -0.7% $172.60 +4.9%
315 SNPS SYNOPSYS INC Technology 2,724.0 $1.1M 0.03% -1K -35.1% $396.48 +16.5%
316 ADSK AUTODESK INC Technology 4,426.0 $1.1M 0.02% $239.40 -19.4%
317 DJP BARCLAYS BANK PLC Financial Services 22,000.0 $1.1M 0.02% $48.14 -6.1%
318 FR FIRST INDL RLTY TR INC Real Estate 18,300.0 $1.1M 0.02% -2K -7.6% $57.85 +4.9%
319 ALLY ALLY FINL INC Financial Services 26,845.0 $1.1M 0.02% $39.23 +16.0%
320 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 28,412.0 $1.0M 0.02% -5K -14.7% $36.75 +3.4%
Page 16 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%