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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 17 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 LINC LINCOLN EDL SVCS CORP Consumer Defensive 42,071.0 $1.0M 0.02% NEW $24.15 +103.3%
322 KSS KOHLS CORP Consumer Cyclical 49,736.0 $1.0M 0.02% NEW $20.41 -42.3%
323 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,080.0 $1000K 0.02% NEW $480.69 +3.4%
324 RIO RIO TINTO PLC Basic Materials 12,306.0 $985K 0.02% NEW $80.03 +29.6%
325 IWS ISHARES TR 6,879.0 $970K 0.02% NEW $141.05 +10.2%
326 TM TOYOTA MOTOR CORP Consumer Cyclical 4,524.0 $968K 0.02% NEW $214.06 -10.9%
327 GEV GE VERNOVA INC Utilities 1,472.0 $962K 0.02% NEW $653.57 +60.5%
328 TBBK BANCORP INC DEL Financial Services 14,200.0 $959K 0.02% NEW $67.52 -19.7%
329 IBB ISHARES TR 5,563.0 $939K 0.02% NEW $168.77 -2.8%
330 MRVL MARVELL TECHNOLOGY INC Technology 11,005.0 $935K 0.02% NEW $84.98 +108.2%
331 VDE VANGUARD WORLD FD 7,418.0 $934K 0.02% NEW $125.92 +36.2%
332 CVS CVS HEALTH CORP Healthcare 11,520.0 $914K 0.02% NEW $79.36 +20.8%
333 IXUS ISHARES TR 10,781.0 $913K 0.02% NEW $84.64 +10.9%
334 HPE HEWLETT PACKARD ENTERPRISE C Technology 37,814.0 $908K 0.02% NEW $24.02 +37.8%
335 ACWI ISHARES TR 6,413.0 $907K 0.02% NEW $141.51 +9.1%
336 GWRE GUIDEWIRE SOFTWARE INC Technology 4,463.0 $897K 0.02% NEW $201.01 -35.3%
337 ING ING GROEP N.V. Financial Services 32,007.0 $896K 0.02% NEW $28.00 +5.1%
338 TMP TOMPKINS FINL CORP Financial Services 12,300.0 $892K 0.02% NEW $72.52 +13.2%
339 MBWM MERCANTILE BK CORP Financial Services 18,501.0 $890K 0.02% NEW $48.10 +3.7%
340 CR CRANE COMPANY Industrials 4,805.0 $886K 0.02% NEW $184.43 -6.8%
Page 17 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%