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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 27 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AMP AMERIPRISE FINL INC Financial Services 956.0 $425K 0.01% +5.0 +0.5% $444.40 +6.1%
522 IYW ISHARES TR 2,306.0 $418K 0.01% $181.42 +36.7%
523 HAMILTON INSURANCE GROUP LTD 13,882.0 $414K 0.01% $29.83
524 LNT ALLIANT ENERGY CORP Utilities 5,702.0 $409K 0.01% $71.76 +2.9%
525 LASR NLIGHT INC Technology 7,100.0 $405K 0.01% $57.02 +16.2%
526 CPT CAMDEN PPTY TR Real Estate 4,136.0 $404K 0.01% -384.0 -8.5% $97.66 +15.1%
527 MITK MITEK SYS INC Technology 29,900.0 $404K 0.01% +3K +12.4% $13.50 +26.4%
528 CLEARWAY ENERGY INC 10,300.0 $403K 0.01% $39.17
529 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 8,900.0 $399K 0.01% NEW $44.84 +10.5%
530 APEI AMERICAN PUB ED INC Consumer Defensive 6,995.0 $398K 0.01% -1K -12.5% $56.88 -8.8%
531 UFCS UNITED FIRE GROUP INC Financial Services 10,700.0 $397K 0.01% +1K +12.6% $37.06 +30.2%
532 DAR DARLING INGREDIENTS INC Consumer Defensive 6,400.0 $396K 0.01% $61.85 -10.8%
533 CUBI CUSTOMERS BANCORP INC Financial Services 5,600.0 $389K 0.01% NEW $69.41 +10.2%
534 XLP SELECT SECTOR SPDR TR 4,727.0 $388K 0.01% -1K -19.1% $81.98 +4.4%
535 UVE UNIVERSAL INS HLDGS INC Financial Services 11,209.0 $383K 0.01% $34.16 +10.4%
536 CART MAPLEBEAR INC Consumer Cyclical 10,149.0 $380K 0.01% +4K +76.5% $37.46 +18.0%
537 JEPI J P MORGAN EXCHANGE TRADED F 6,661.0 $378K 0.01% +425.0 +6.8% $56.68 -0.2%
538 SENEA SENECA FOODS CORP NEW Consumer Defensive 2,496.0 $377K 0.01% $151.12 +9.4%
539 NEOG NEOGEN CORP Healthcare 40,500.0 $376K 0.01% $9.29 +0.2%
540 MYE MYERS INDS INC Consumer Cyclical 17,618.0 $373K 0.01% $21.18 +26.5%
Page 27 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%