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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 21 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DGX QUEST DIAGNOSTICS INC Healthcare 4,046.0 $702K 0.02% NEW $173.53 +7.5%
402 MGK VANGUARD WORLD FD 1,700.0 $702K 0.02% NEW $412.77 -78.6%
403 DFUV DIMENSIONAL ETF TRUST 15,059.0 $702K 0.02% NEW $46.59 +12.3%
404 RAMP LIVERAMP HLDGS INC Technology 23,800.0 $699K 0.01% NEW $29.37 +1.0%
405 SON SONOCO PRODS CO Consumer Cyclical 16,000.0 $698K 0.01% NEW $43.64 +7.0%
406 MD PEDIATRIX MEDICAL GROUP INC Healthcare 32,500.0 $695K 0.01% NEW $21.39 +5.1%
407 CMC COMMERCIAL METALS CO Basic Materials 10,000.0 $692K 0.01% NEW $69.22 +1.2%
408 OPLN OPENLANE INC Consumer Cyclical 23,100.0 $688K 0.01% NEW $29.78 +17.2%
409 AVA AVISTA CORP Utilities 17,800.0 $686K 0.01% NEW $38.54 +6.9%
410 MHK MOHAWK INDS INC Consumer Cyclical 6,265.0 $685K 0.01% NEW $109.30 -11.7%
411 NWE NORTHWESTERN ENERGY GROUP IN Utilities 10,600.0 $684K 0.01% NEW $64.54 +8.8%
412 VXF VANGUARD INDEX FDS 3,270.0 $684K 0.01% NEW $209.12 +7.1%
413 MHO M/I HOMES INC Consumer Cyclical 5,300.0 $678K 0.01% NEW $127.95 -5.2%
414 CCBG CAPITAL CITY BK GROUP INC Financial Services 15,929.0 $678K 0.01% NEW $42.57 +8.0%
415 IWP ISHARES TR 4,929.0 $675K 0.01% NEW $136.94 -0.7%
416 PNFP PINNACLE FINL PARTNERS INC Financial Services 7,046.0 $672K 0.01% NEW $95.41 -1.5%
417 PRLB PROTO LABS INC Industrials 13,281.0 $672K 0.01% NEW $50.59 +42.3%
418 BWA BORGWARNER INC Consumer Cyclical 14,800.0 $667K 0.01% NEW $45.06 +37.2%
419 MILLROSE PPTYS INC 22,192.0 $663K 0.01% NEW $29.87
420 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 11,200.0 $659K 0.01% NEW $58.87 -6.9%
Page 21 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%