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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 23 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XLU SELECT SECTOR SPDR TR 13,468.0 $575K 0.01% NEW $42.69 +2.6%
442 ISRG INTUITIVE SURGICAL INC Healthcare 1,009.0 $571K 0.01% NEW $566.36 -21.9%
443 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,378.0 $571K 0.01% NEW $130.50 -4.3%
444 MTD METTLER TOLEDO INTERNATIONAL Healthcare 409.0 $570K 0.01% NEW $1394.19 -23.1%
445 BKR BAKER HUGHES COMPANY Energy 12,482.0 $568K 0.01% NEW $45.54 +45.4%
446 PDD PDD HOLDINGS INC Consumer Cyclical 5,000.0 $567K 0.01% NEW $113.39 -15.7%
447 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 6,707.0 $566K 0.01% NEW $84.36 -10.2%
448 MET METLIFE INC Financial Services 7,147.0 $564K 0.01% NEW $78.94 +2.0%
449 DOX AMDOCS LTD Technology 7,000.0 $564K 0.01% NEW $80.51 -22.5%
450 ACMR ACM RESH INC Technology 14,169.0 $559K 0.01% NEW $39.45 +71.1%
451 FROG JFROG LTD Technology 8,939.0 $558K 0.01% NEW $62.46 +9.9%
452 TPH TRI POINTE HOMES INC Consumer Cyclical 17,733.0 $558K 0.01% NEW $31.47 +49.2%
453 O REALTY INCOME CORP Real Estate 9,795.0 $552K 0.01% NEW $56.37 +9.2%
454 EEMX SPDR INDEX SHS FDS 12,891.0 $550K 0.01% NEW $42.64 +16.8%
455 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 18,679.0 $547K 0.01% NEW $29.26 -18.1%
456 SCCO SOUTHERN COPPER CORP Basic Materials 3,785.0 $543K 0.01% NEW $143.47 +16.4%
457 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 13,800.0 $541K 0.01% NEW $39.21 +4.5%
458 SPSB SPDR SERIES TRUST 17,789.0 $537K 0.01% NEW $30.20 -0.9%
459 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 10,781.0 $537K 0.01% NEW $49.82 +11.8%
460 FFBC FIRST FINL BANCORP OH Financial Services 21,262.0 $532K 0.01% NEW $25.02 +18.4%
Page 23 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%