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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 19 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CBL CBL & ASSOC PPTYS INC Real Estate 21,900.0 $810K 0.02% NEW $37.00 +24.8%
362 SHBI SHORE BANCSHARES INC Financial Services 45,725.0 $808K 0.02% NEW $17.68 +7.7%
363 NRIM NORTHRIM BANCORP INC Financial Services 30,136.0 $802K 0.02% NEW $26.61 -12.0%
364 NHI NATIONAL HEALTH INVS INC Real Estate 10,500.0 $802K 0.02% NEW $76.37 -2.3%
365 DIEBOLD NIXDORF INC 11,800.0 $801K 0.02% NEW $67.89
366 VIOV VANGUARD ADMIRAL FDS INC 8,171.0 $799K 0.02% NEW $97.76 +10.9%
367 SMBK SMARTFINANCIAL INC Financial Services 21,200.0 $784K 0.02% NEW $36.99 +8.3%
368 VST VISTRA CORP Utilities 4,856.0 $783K 0.02% NEW $161.33 -13.4%
369 SCHD SCHWAB STRATEGIC TR 28,537.0 $783K 0.02% NEW $27.43 +16.8%
370 UNILEVER PLC 11,865.0 $776K 0.02% NEW $65.40
371 VAW VANGUARD WORLD FD 3,711.0 $770K 0.02% NEW $207.55 +9.1%
372 NGG NATIONAL GRID PLC Utilities 9,895.0 $765K 0.02% NEW $77.35 +4.2%
373 IBCP INDEPENDENT BK CORP MICH Financial Services 23,260.0 $757K 0.02% NEW $32.53 +0.6%
374 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.02% NEW $754800.00
375 REV GROUP INC 12,338.0 $750K 0.02% NEW $60.81
376 HOPE HOPE BANCORP INC Financial Services 68,452.0 $750K 0.02% NEW $10.96 +8.2%
377 LAUR LAUREATE EDUCATION INC Consumer Defensive 22,229.0 $748K 0.02% NEW $33.67 -4.6%
378 BHP BHP GROUP LTD Basic Materials 12,395.0 $748K 0.02% NEW $60.37 +39.2%
379 NMRK NEWMARK GROUP INC Real Estate 43,101.0 $747K 0.02% NEW $17.34 -17.1%
380 PSTL POSTAL REALTY TRUST INC Real Estate 46,300.0 $747K 0.02% NEW $16.14 +40.5%
Page 19 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%