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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 19 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VYM VANGUARD WHITEHALL FDS 5,620.0 $832K 0.02% -102.0 -1.8% $148.10 +7.4%
362 VIOV VANGUARD ADMIRAL FDS INC 8,171.0 $831K 0.02% $101.74 +11.3%
363 DRH DIAMONDROCK HOSPITALITY CO Real Estate 88,500.0 $829K 0.02% +35K +65.1% $9.37 +26.7%
364 SMBK SMARTFINANCIAL INC Financial Services 21,200.0 $828K 0.02% $39.08 +14.1%
365 CVS CVS HEALTH CORP Healthcare 11,520.0 $827K 0.02% $71.82 +38.1%
366 GPOR GULFPORT ENERGY CORP Energy 3,885.0 $822K 0.02% +400.0 +11.5% $211.57 -23.6%
367 SHBI SHORE BANCSHARES INC Financial Services 43,925.0 $821K 0.02% -2K -3.9% $18.68 +16.4%
368 NTB BANK OF N T BUTTERFIELD & SO Financial Services 15,577.0 $817K 0.02% +5K +44.5% $52.48 +10.6%
369 OPLN OPENLANE INC Consumer Cyclical 28,000.0 $816K 0.02% +5K +21.2% $29.15 +27.7%
370 VDE VANGUARD WORLD FD 4,710.0 $815K 0.02% -3K -36.5% $173.04 -10.8%
371 IRM IRON MTN INC DEL Real Estate 7,942.0 $811K 0.02% $102.14 +22.8%
372 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,086.0 $809K 0.02% NEW $100.09 +5.6%
373 ENS ENERSYS Industrials 4,644.0 $807K 0.02% +2K +69.2% $173.72 +31.1%
374 RMBS RAMBUS INC DEL Technology 9,375.0 $807K 0.02% -2K -15.4% $86.03 +51.2%
375 EFSC ENTERPRISE FINL SVCS CORP Financial Services 14,900.0 $806K 0.02% +10K +198.0% $54.11 +14.5%
376 CR CRANE COMPANY Industrials 4,713.0 $806K 0.02% -92.0 -1.9% $171.00 +22.3%
377 BWA BORGWARNER INC Consumer Cyclical 14,847.0 $806K 0.02% $54.26 +30.0%
378 EE EXCELERATE ENERGY INC Utilities 24,000.0 $802K 0.02% -2K -5.9% $33.42 +3.1%
379 UNFI UNITED NAT FOODS INC Consumer Defensive 17,700.0 $798K 0.02% NEW $45.06 +10.2%
380 PRLB PROTO LABS INC Industrials 13,981.0 $797K 0.02% +700.0 +5.3% $57.02 +39.5%
Page 19 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%