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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 25 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AII AMERICAN INTEGRITY INS GROUP Financial Services 26,300.0 $507K 0.01% NEW $19.28 -12.0%
482 WAB WABTEC Industrials 2,009.0 $502K 0.01% $249.91 +9.6%
483 MILLROSE PPTYS INC 17,817.0 $499K 0.01% -4K -19.7% $28.00
484 IWC ISHARES TR 3,121.0 $498K 0.01% -2K -33.9% $159.61 +20.1%
485 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 8,000.0 $497K 0.01% $62.17 -6.7%
486 SNCY SUN CTRY AIRLS HLDGS INC Industrials 30,100.0 $497K 0.01% $16.52 -2.1%
487 IEF ISHARES TR 5,210.0 $497K 0.01% NEW $95.44 -0.9%
488 VUG VANGUARD INDEX FDS 1,137.0 $497K 0.01% +163.0 +16.7% $437.14 -80.2%
489 ACMR ACM RESH INC Technology 12,569.0 $495K 0.01% -2K -11.3% $39.35 +149.6%
490 CALI BLACKROCK ETF TRUST II 9,775.0 $493K 0.01% $50.43 +0.1%
491 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 18,679.0 $490K 0.01% $26.25 -12.5%
492 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 6,500.0 $487K 0.01% NEW $74.89 +37.6%
493 BUFC AB ACTIVE ETFS INC 11,963.0 $486K 0.01% $40.63 +4.6%
494 GEF GREIF INC Consumer Cyclical 7,200.0 $483K 0.01% NEW $67.07 +6.2%
495 VNQI VANGUARD INTL EQUITY INDEX F 10,799.0 $480K 0.01% $44.45 +2.4%
496 ZION ZIONS BANCORPORATION NATL AS Financial Services 8,318.0 $479K 0.01% NEW $57.62 +16.2%
497 GRC GORMAN RUPP CO Industrials 7,600.0 $472K 0.01% -2K -23.2% $62.13 +38.9%
498 VTV VANGUARD INDEX FDS 2,406.0 $472K 0.01% $196.20 +11.4%
499 SJM SMUCKER J M CO Consumer Defensive 4,869.0 $470K 0.01% -75.0 -1.5% $96.44 +18.8%
500 AMG AFFILIATED MANAGERS GROUP Financial Services 1,678.0 $464K 0.01% +602.0 +56.0% $276.70 +30.6%
Page 25 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%