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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 23 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FET FORUM ENERGY TECHNOLOGIES IN Energy 10,700.0 $628K 0.01% $58.66 -12.3%
442 SCHL SCHOLASTIC CORP Communication Services 16,000.0 $625K 0.01% +6K +63.3% $39.06 +9.8%
443 MGK VANGUARD WORLD FD 1,700.0 $625K 0.01% $367.44 -76.0%
444 GIC GLOBAL INDUSTRIAL COMPANY Industrials 19,800.0 $624K 0.01% NEW $31.52 +2.3%
445 SANM SANMINA CORP Technology 4,779.0 $620K 0.01% $129.64 +89.9%
446 XLU SELECT SECTOR SPDR TR 13,468.0 $618K 0.01% $45.89 -2.4%
447 NWE NORTHWESTERN ENERGY GROUP IN Utilities 9,326.0 $615K 0.01% -1K -12.0% $65.94 +5.5%
448 UPWK UPWORK INC Industrials 56,072.0 $615K 0.01% $10.96 -24.0%
449 UPST UPSTART HLDGS INC Financial Services 23,910.0 $613K 0.01% $25.65 +29.0%
450 MFG MIZUHO FINANCIAL GROUP INC Financial Services 77,042.0 $612K 0.01% -24K -23.5% $7.94 +30.2%
451 SCL STEPAN CO Basic Materials 12,100.0 $605K 0.01% NEW $49.98 +8.2%
452 MGC VANGUARD WORLD FD 2,547.0 $602K 0.01% $236.35 +16.3%
453 O REALTY INCOME CORP Real Estate 9,802.0 $600K 0.01% $61.18 +0.0%
454 SKYW SKYWEST INC Industrials 6,500.0 $597K 0.01% $91.83 +1.4%
455 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,380.0 $596K 0.01% $136.09 -6.4%
456 IJJ ISHARES TR 4,383.0 $581K 0.01% -474.0 -9.8% $132.50 +10.7%
457 ECPG ENCORE CAP GROUP INC Financial Services 8,200.0 $575K 0.01% -216.0 -2.6% $70.12 +19.5%
458 ASB ASSOCIATED BANC-CORP Financial Services 22,183.0 $574K 0.01% NEW $25.86 +13.6%
459 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 41,318.0 $572K 0.01% +8K +24.8% $13.85 -2.8%
460 KLIC KULICKE & SOFFA INDS INC Technology 8,700.0 $572K 0.01% NEW $65.72 +82.6%
Page 23 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%