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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 25 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ACIW ACI WORLDWIDE INC Technology 10,027.0 $479K 0.01% NEW $47.81 -9.5%
482 VUG VANGUARD INDEX FDS 974.0 $476K 0.01% NEW $488.32 -82.1%
483 GRC GORMAN RUPP CO Industrials 9,900.0 $473K 0.01% NEW $47.75 +47.8%
484 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 33,100.0 $472K 0.01% NEW $14.26 -15.2%
485 AMP AMERIPRISE FINL INC Financial Services 951.0 $466K 0.01% NEW $490.34 -6.7%
486 ESGU ISHARES TR 3,127.0 $466K 0.01% NEW $148.98 +8.5%
487 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 8,000.0 $461K 0.01% NEW $57.60 +5.0%
488 IYW ISHARES TR 2,306.0 $460K 0.01% NEW $199.68 +19.9%
489 VTV VANGUARD INDEX FDS 2,406.0 $460K 0.01% NEW $190.99 +9.1%
490 TNC TENNANT CO Industrials 6,217.0 $458K 0.01% NEW $73.70 +9.1%
491 ECPG ENCORE CAP GROUP INC Financial Services 8,416.0 $457K 0.01% NEW $54.35 +48.6%
492 XLP SELECT SECTOR SPDR TR 5,840.0 $454K 0.01% NEW $77.68 +10.1%
493 NHC NATIONAL HEALTHCARE CORP Healthcare 3,280.0 $450K 0.01% NEW $137.09 +43.0%
494 ROCK GIBRALTAR INDS INC Industrials 9,047.0 $447K 0.01% NEW $49.44 -31.6%
495 MOD MODINE MFG CO Consumer Cyclical 3,350.0 $447K 0.01% NEW $133.51 +83.1%
496 TMUS T-MOBILE US INC Communication Services 2,193.0 $445K 0.01% NEW $203.04 -4.7%
497 WAY WAYSTAR HLDG CORP Technology 13,585.0 $445K 0.01% NEW $32.75 -40.2%
498 ALRM ALARM COM HLDGS INC Technology 8,649.0 $441K 0.01% NEW $51.02 -13.7%
499 NTCT NETSCOUT SYS INC Technology 16,300.0 $441K 0.01% NEW $27.06 +44.1%
500 SNCY SUN CTRY AIRLS HLDGS INC Industrials 30,100.0 $433K 0.01% NEW $14.39 +12.4%
Page 25 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%