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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 26 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ISRG INTUITIVE SURGICAL INC Healthcare 1,004.0 $463K 0.01% $460.99 -10.3%
502 SCHH SCHWAB STRATEGIC TR 21,259.0 $457K 0.01% -2K -10.0% $21.49 +11.1%
503 NBR NABORS INDUSTRIES LTD Energy 5,300.0 $456K 0.01% NEW $86.06 +6.4%
504 DASH DOORDASH INC Communication Services 3,029.0 $455K 0.01% -18K -85.3% $150.15 +14.9%
505 OMCL OMNICELL COM Healthcare 13,600.0 $454K 0.01% NEW $33.38 +19.6%
506 LEG LEGGETT & PLATT INC Consumer Cyclical 45,900.0 $453K 0.01% NEW $9.88 +11.9%
507 NWFL NORWOOD FINANCIAL CORP Financial Services 15,374.0 $452K 0.01% NEW $29.42 +8.1%
508 PGR PROGRESSIVE CORP Financial Services 2,264.0 $449K 0.01% -333.0 -12.8% $198.33 +3.2%
509 VOE VANGUARD INDEX FDS 2,414.0 $445K 0.01% $184.28 +8.1%
510 ESGU ISHARES TR 3,127.0 $442K 0.01% $141.42 +16.0%
511 XPRO EXPRO GROUP HOLDINGS NV Energy 25,200.0 $439K 0.01% NEW $17.41 -13.4%
512 SPYX SPDR SERIES TRUST 8,232.0 $437K 0.01% -400.0 -4.6% $53.03 +16.1%
513 TMUS T-MOBILE US INC Communication Services 2,077.0 $436K 0.01% -116.0 -5.3% $210.03 -12.5%
514 CSW INDUSTRIALS INC 1,672.0 $436K 0.01% $260.58
515 IJK ISHARES TR 4,326.0 $435K 0.01% +1K +44.1% $100.62 +15.2%
516 CRC CALIFORNIA RES CORP Energy 6,260.0 $433K 0.01% $69.22 -19.6%
517 MTD METTLER TOLEDO INTERNATIONAL Healthcare 343.0 $433K 0.01% -66.0 -16.1% $1261.20 -9.2%
518 COIN COINBASE GLOBAL INC Financial Services 2,460.0 $430K 0.01% +1K +96.2% $174.67 -2.8%
519 SLV ISHARES SILVER TR Financial Services 6,286.0 $428K 0.01% -6K -50.4% $68.14 -6.1%
520 CDE COEUR MNG INC Basic Materials 22,800.0 $428K 0.01% $18.77 +3.0%
Page 26 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%