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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 18 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MBWM MERCANTILE BK CORP Financial Services 17,401.0 $879K 0.02% -1K -6.0% $50.50 +5.5%
342 VSS VANGUARD INTL EQUITY INDEX F 6,022.0 $878K 0.02% $145.80 +8.2%
343 OUTFRONT MEDIA INC 33,094.0 $877K 0.02% -2K -6.1% $26.50
344 PARR PAR PAC HOLDINGS INC Energy 14,000.0 $877K 0.02% -3K -19.1% $62.64 -18.8%
345 SCHD SCHWAB STRATEGIC TR 28,537.0 $876K 0.02% $30.68 +4.1%
346 BANR BANNER CORP Financial Services 14,400.0 $874K 0.02% NEW $60.68 +6.7%
347 BRX BRIXMOR PPTY GROUP INC Real Estate 30,192.0 $870K 0.02% -2K -5.6% $28.80 +7.5%
348 TMP TOMPKINS FINL CORP Financial Services 11,000.0 $867K 0.02% -1K -10.6% $78.84 +11.5%
349 BKU BANKUNITED INC Financial Services 19,200.0 $867K 0.02% NEW $45.16 +3.8%
350 ING ING GROEP N.V. Financial Services 33,136.0 $863K 0.02% +1K +3.5% $26.05 +19.9%
351 NNN NNN REIT INC Real Estate 20,500.0 $862K 0.02% NEW $42.03 +7.4%
352 DAN DANA INC Consumer Cyclical 25,600.0 $861K 0.02% $33.65 -15.6%
353 THFF FIRST FINANCIAL CORPORATION Financial Services 13,603.0 $860K 0.02% $63.20 +15.3%
354 CBL CBL & ASSOC PPTYS INC Real Estate 22,300.0 $857K 0.02% +400.0 +1.8% $38.43 +22.9%
355 RELX RELX PLC Communication Services 25,773.0 $854K 0.02% +5K +25.5% $33.15 -3.4%
356 KRNY KEARNY FINL CORP MD Financial Services 112,825.0 $852K 0.02% +17K +17.6% $7.55 +11.1%
357 DIA STATE STR SPDR DOW JONES IND Financial Services 1,830.0 $848K 0.02% -250.0 -12.0% $463.32 +11.4%
358 IBCP INDEPENDENT BK CORP MICH Financial Services 25,460.0 $848K 0.02% +2K +9.5% $33.30 +2.9%
359 ORRF ORRSTOWN FINL SVCS INC Financial Services 23,400.0 $844K 0.02% NEW $36.08 +6.7%
360 EHAB ENHABIT INC Healthcare 59,500.0 $838K 0.02% +4K +7.8% $14.09 -2.1%
Page 18 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%