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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 20 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NSIT INSIGHT ENTERPRISES INC Technology 11,845.0 $794K 0.02% -6K -34.3% $67.01 +59.6%
382 EEMA ISHARES INC 8,275.0 $792K 0.02% NEW $95.73 +22.4%
383 VV VANGUARD INDEX FDS 2,648.0 $791K 0.02% -62.0 -2.3% $298.85 +14.2%
384 AXON AXON ENTERPRISE INC Industrials 1,851.0 $786K 0.02% -281.0 -13.2% $424.74 -0.4%
385 HUM HUMANA INC Healthcare 4,504.0 $781K 0.02% -175.0 -3.7% $173.39 +108.8%
386 XLI SELECT SECTOR SPDR TR 4,788.0 $774K 0.02% $161.75 +11.0%
387 WSFS WSFS FINL CORP Financial Services 11,800.0 $772K 0.02% NEW $65.46 +13.8%
388 PRDO PERDOCEO ED CORP Consumer Defensive 20,600.0 $767K 0.02% NEW $37.21 -14.6%
389 UNILEVER PLC 13,414.0 $764K 0.02% +2K +13.1% $56.97
390 TBBK BANCORP INC DEL Financial Services 14,200.0 $763K 0.02% $53.73 +2.9%
391 MYRG MYR GROUP INC Industrials 2,700.0 $762K 0.02% NEW $282.32 +57.4%
392 BKR BAKER HUGHES COMPANY Energy 12,483.0 $762K 0.02% $61.05 -1.6%
393 LPG DORIAN LPG LTD Energy 22,200.0 $759K 0.02% NEW $34.20 +17.0%
394 ST SENSATA TECHNOLOGIES HLDG PL Technology 21,510.0 $758K 0.02% NEW $35.22 +40.4%
395 MD PEDIATRIX MEDICAL GROUP INC Healthcare 35,300.0 $755K 0.02% +3K +8.6% $21.39 +10.1%
396 HLMN HILLMAN SOLUTIONS CORP Industrials 90,700.0 $755K 0.02% NEW $8.32 -7.0%
397 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 27,400.0 $755K 0.02% +9K +49.7% $27.54 -14.9%
398 DHT DHT HOLDINGS INC Energy 41,300.0 $755K 0.02% -7K -15.2% $18.27 -0.9%
399 FNDC SCHWAB STRATEGIC TR 16,270.0 $754K 0.02% $46.36 +7.2%
400 REZI RESIDEO TECHNOLOGIES INC Industrials 22,342.0 $753K 0.02% +1K +6.7% $33.71 -9.8%
Page 20 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%