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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 26 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 DOLE DOLE PLC Consumer Defensive 28,727.0 $431K 0.01% NEW $14.99 -5.5%
502 WAB WABTEC Industrials 2,009.0 $429K 0.01% NEW $213.45 +19.6%
503 VOE VANGUARD INDEX FDS 2,414.0 $428K 0.01% NEW $177.37 +8.5%
504 VREX VAREX IMAGING CORP Healthcare 36,500.0 $425K 0.01% NEW $11.65 -20.0%
505 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 13,600.0 $425K 0.01% NEW $31.22 +4.0%
506 TEAM ATLASSIAN CORPORATION Technology 2,580.0 $418K 0.01% NEW $162.14 -46.6%
507 RELY REMITLY GLOBAL INC Technology 30,000.0 $414K 0.01% NEW $13.80 +51.2%
508 CZFS CITIZENS FINL SVCS INC Financial Services 7,245.0 $413K 0.01% NEW $57.02 +12.7%
509 CHMG CHEMUNG FINL CORP Financial Services 7,387.0 $412K 0.01% NEW $55.80 +20.3%
510 PAYO PAYONEER GLOBAL INC Technology 73,100.0 $411K 0.01% NEW $5.62 -14.6%
511 APA APA CORPORATION Energy 16,794.0 $411K 0.01% NEW $24.46 +60.8%
512 COUR COURSERA INC Consumer Defensive 55,600.0 $409K 0.01% NEW $7.36 -26.6%
513 DLX DELUXE CORP Communication Services 18,300.0 $409K 0.01% NEW $22.33 +4.5%
514 CDE COEUR MNG INC Basic Materials 22,800.0 $407K 0.01% NEW $17.83 -0.6%
515 FDX FEDEX CORP Industrials 1,398.0 $404K 0.01% NEW $288.86 +29.8%
516 CNC CENTENE CORP DEL Healthcare 9,800.0 $403K 0.01% NEW $41.15 +43.7%
517 ENS ENERSYS Industrials 2,744.0 $403K 0.01% NEW $146.75 +48.1%
518 THG HANOVER INS GROUP INC Financial Services 2,200.0 $402K 0.01% NEW $182.77 +6.0%
519 FET FORUM ENERGY TECHNOLOGIES IN Energy 10,700.0 $395K 0.01% NEW $36.95 +55.5%
520 MITT TPG MTG INVTS TR INC Real Estate 46,200.0 $394K 0.01% NEW $8.52 -12.7%
Page 26 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%