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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 20 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IWC ISHARES TR 4,721.0 $745K 0.02% NEW $157.70 +13.2%
382 HCSG HEALTHCARE SVCS GROUP INC Healthcare 38,900.0 $744K 0.02% NEW $19.12 +11.1%
383 XLI SELECT SECTOR SPDR TR 4,788.0 $743K 0.02% NEW $155.14 +10.1%
384 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 38,371.0 $742K 0.02% NEW $19.33 +13.0%
385 MFG MIZUHO FINANCIAL GROUP INC Financial Services 100,703.0 $737K 0.02% NEW $7.32 +18.7%
386 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,023.0 $736K 0.02% NEW $146.58 -9.1%
387 REZI RESIDEO TECHNOLOGIES INC Industrials 20,942.0 $735K 0.02% NEW $35.12 -19.3%
388 ACRES COMMERCIAL REALTY CORP 34,194.0 $730K 0.02% NEW $21.34
389 GPOR GULFPORT ENERGY CORP Energy 3,485.0 $725K 0.02% NEW $207.99 -12.1%
390 FNDC SCHWAB STRATEGIC TR 16,270.0 $725K 0.02% NEW $44.55 +11.1%
391 IYR ISHARES TR 7,718.0 $725K 0.02% NEW $93.89 +7.5%
392 NFG NATIONAL FUEL GAS CO Energy 9,037.0 $724K 0.02% NEW $80.06 +1.5%
393 HOLOGIC INC 9,632.0 $717K 0.02% NEW $74.49
394 SANM SANMINA CORPORATION Technology 4,779.0 $717K 0.02% NEW $150.07 +56.8%
395 PPG PPG INDS INC Basic Materials 6,995.0 $717K 0.02% NEW $102.46 +0.2%
396 EE EXCELERATE ENERGY INC Utilities 25,500.0 $715K 0.02% NEW $28.05 +27.3%
397 KRNY KEARNY FINL CORP MD Financial Services 95,925.0 $711K 0.02% NEW $7.41 +6.3%
398 WOR WORTHINGTON ENTERPRISES INC Industrials 13,700.0 $707K 0.02% NEW $51.57 +3.5%
399 OI O-I GLASS INC Consumer Cyclical 47,700.0 $704K 0.02% NEW $14.76 -43.4%
400 BHB BAR HBR BANKSHARES Financial Services 22,621.0 $702K 0.02% NEW $31.05 +10.2%
Page 20 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%