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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 27 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TWI TITAN INTL INC ILL Industrials 50,001.0 $392K 0.01% NEW $7.83 -8.9%
522 ACM AECOM Industrials 4,080.0 $389K 0.01% NEW $95.33 -25.0%
523 HAMILTON INSURANCE GROUP LTD 13,882.0 $387K 0.01% NEW $27.90
524 BPOP POPULAR INC Financial Services 3,095.0 $385K 0.01% NEW $124.52 +20.1%
525 BA BOEING CO Industrials 1,750.0 $380K 0.01% NEW $217.12 +2.3%
526 UVE UNIVERSAL INS HLDGS INC Financial Services 11,209.0 $379K 0.01% NEW $33.80 +16.7%
527 NJR NEW JERSEY RES CORP Utilities 8,200.0 $378K 0.01% NEW $46.12 +26.2%
528 S SENTINELONE INC Technology 25,200.0 $378K 0.01% NEW $15.00 +17.7%
529 PRVA PRIVIA HEALTH GROUP INC Healthcare 15,881.0 $377K 0.01% NEW $23.71 -1.8%
530 LNT ALLIANT ENERGY CORP Utilities 5,694.0 $370K 0.01% NEW $65.01 +12.3%
531 IYJ ISHARES TR 2,498.0 $370K 0.01% NEW $148.17 +4.8%
532 POR PORTLAND GEN ELEC CO Utilities 7,500.0 $360K 0.01% NEW $47.99 +2.7%
533 ONEQ FIDELITY COMWLTH TR 3,925.0 $359K 0.01% NEW $91.40 +13.2%
534 A AGILENT TECHNOLOGIES INC Healthcare 2,633.0 $358K 0.01% NEW $136.10 -16.4%
535 JEPI J P MORGAN EXCHANGE TRADED F 6,236.0 $357K 0.01% NEW $57.24 -1.9%
536 QS QUANTUMSCAPE CORP Consumer Cyclical 34,100.0 $355K 0.01% NEW $10.42 -29.9%
537 OLYMPIC STEEL INC 8,100.0 $347K 0.01% NEW $42.79
538 UFCS UNITED FIRE GROUP INC Financial Services 9,500.0 $345K 0.01% NEW $36.35 +32.9%
539 NCSM NCS MULTISTAGE HLDGS INC Energy 8,687.0 $343K 0.01% NEW $39.49 +10.6%
540 LEGH LEGACY HOUSING CORP Consumer Cyclical 17,565.0 $343K 0.01% NEW $19.52 +14.7%
Page 27 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%