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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 24 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VMI VALMONT INDS INC Industrials 1,300.0 $523K 0.01% NEW $402.32 +22.1%
462 AMAL AMALGAMATED FINANCIAL CORP Financial Services 16,303.0 $522K 0.01% NEW $32.03 +27.7%
463 GAP GAP INC Consumer Cyclical 20,200.0 $517K 0.01% NEW $25.60 -18.8%
464 FNDA SCHWAB STRATEGIC TR 16,353.0 $515K 0.01% NEW $31.51 +11.9%
465 WMB WILLIAMS COS INC Energy 8,561.0 $515K 0.01% NEW $60.11 +32.1%
466 EHAB ENHABIT INC Healthcare 55,200.0 $509K 0.01% NEW $9.22 +49.7%
467 CPT CAMDEN PPTY TR Real Estate 4,520.0 $498K 0.01% NEW $110.08 -4.6%
468 DX DYNEX CAP INC Real Estate 35,500.0 $497K 0.01% NEW $14.01 -8.8%
469 VNQI VANGUARD INTL EQUITY INDEX F 10,799.0 $495K 0.01% NEW $45.84 +0.4%
470 SEM SELECT MED HLDGS CORP Healthcare 33,300.0 $495K 0.01% NEW $14.85 +11.2%
471 BUFC AB ACTIVE ETFS INC 11,963.0 $494K 0.01% NEW $41.33 +2.0%
472 SCHH SCHWAB STRATEGIC TR 23,631.0 $494K 0.01% NEW $20.89 +13.1%
473 CALI BLACKROCK ETF TRUST II 9,775.0 $493K 0.01% NEW $50.46 -0.2%
474 CSW INDUSTRIALS INC 1,672.0 $491K 0.01% NEW $293.53
475 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 13,700.0 $488K 0.01% NEW $35.63 -9.1%
476 CMRE COSTAMARE INC Industrials 30,847.0 $487K 0.01% NEW $15.79 +8.8%
477 SPYX SPDR SERIES TRUST 8,632.0 $485K 0.01% NEW $56.19 +8.0%
478 CDP COPT DEFENSE PROPERTIES Real Estate 17,400.0 $484K 0.01% NEW $27.80 +14.5%
479 SJM SMUCKER J M CO Consumer Defensive 4,944.0 $484K 0.01% NEW $97.81 +5.3%
480 DRH DIAMONDROCK HOSPITALITY CO Real Estate 53,600.0 $480K 0.01% NEW $8.96 +17.3%
Page 24 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%