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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 24 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EEMX SPDR INDEX SHS FDS 12,891.0 $570K 0.01% $44.20 +24.8%
462 BNL BROADSTONE NET LEASE INC Real Estate 30,700.0 $561K 0.01% NEW $18.27 +12.7%
463 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 13,700.0 $552K 0.01% $40.26 -29.5%
464 SEM SELECT MED HLDGS CORP Healthcare 33,300.0 $542K 0.01% $16.29 +1.7%
465 NCSM NCS MULTISTAGE HLDGS INC Energy 8,687.0 $537K 0.01% $61.84 -15.1%
466 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 59,400.0 $535K 0.01% NEW $9.01 +31.7%
467 MTG MGIC INVT CORP WIS Financial Services 20,363.0 $535K 0.01% -1K -5.0% $26.25 +0.5%
468 FNDA SCHWAB STRATEGIC TR 16,353.0 $530K 0.01% $32.43 +14.6%
469 CHE CHEMED CORP NEW Healthcare 1,400.0 $529K 0.01% $377.74 +15.1%
470 WMB WILLIAMS COS INC Energy 7,252.0 $528K 0.01% -1K -15.3% $72.78 -1.9%
471 KRT KARAT PACKAGING INC Consumer Cyclical 18,860.0 $527K 0.01% NEW $27.92 +6.6%
472 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 6,707.0 $523K 0.01% $78.03 -5.9%
473 ZS ZSCALER INC Technology 3,700.0 $519K 0.01% $140.29 -10.0%
474 CMRE COSTAMARE INC Industrials 30,547.0 $516K 0.01% -300.0 -1.0% $16.90 -8.0%
475 BHB BAR HBR BANKSHARES Financial Services 15,900.0 $516K 0.01% -7K -29.7% $32.45 +12.2%
476 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 23,800.0 $516K 0.01% NEW $21.66 +15.4%
477 TWI TITAN INTL INC ILL Industrials 74,100.0 $512K 0.01% +24K +48.2% $6.91 +9.8%
478 PDD PDD HOLDINGS INC Consumer Cyclical 5,007.0 $512K 0.01% $102.18 -21.0%
479 RBLX ROBLOX CORP Technology 9,043.0 $511K 0.01% +6K +200.8% $56.56 -12.2%
480 BN BROOKFIELD CORP Financial Services 12,625.0 $511K 0.01% $40.47 +14.5%
Page 24 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%