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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 28 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 LMT LOCKHEED MARTIN CORP Industrials 610.0 $369K 0.01% $604.39 -11.3%
542 IYJ ISHARES TR 2,498.0 $369K 0.01% $147.54 +10.2%
543 NJR NEW JERSEY RES CORP Utilities 6,700.0 $368K 0.01% -2K -18.3% $54.92 -0.3%
544 BAND BANDWIDTH INC Technology 20,600.0 $367K 0.01% +3K +19.8% $17.82 +190.6%
545 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 8,700.0 $366K 0.01% $42.09 +12.3%
546 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 11,600.0 $365K 0.01% -2K -14.7% $31.49 +5.8%
547 POR PORTLAND GEN ELEC CO Utilities 6,900.0 $364K 0.01% -600.0 -8.0% $52.77 -3.8%
548 TSBK TIMBERLAND BANCORP INC Financial Services 9,137.0 $360K 0.01% NEW $39.43 +6.8%
549 RCKY ROCKY BRANDS INC Consumer Cyclical 9,300.0 $360K 0.01% $38.72 +3.6%
550 LEGH LEGACY HOUSING CORP Consumer Cyclical 17,565.0 $359K 0.01% $20.43 +25.4%
551 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,824.0 $353K 0.01% +100.0 +1.8% $60.65 -7.8%
552 CCLD CARECLOUD INC Healthcare 96,000.0 $350K 0.01% +7K +7.9% $3.65 -38.6%
553 ACM AECOM Industrials 4,080.0 $346K 0.01% $84.82 -16.2%
554 RFIL RF INDS LTD Industrials 33,525.0 $346K 0.01% -3K -8.5% $10.31 +59.5%
555 CZFS CITIZENS FINL SVCS INC Financial Services 5,645.0 $345K 0.01% -2K -22.1% $61.15 +7.6%
556 CVLG COVENANT LOGISTICS GROUP INC Industrials 12,707.0 $345K 0.01% $27.15 +62.8%
557 RNGR RANGER ENERGY SVCS INC Energy 20,100.0 $345K 0.01% $17.14 -11.6%
558 LIVN LIVANOVA PLC Healthcare 5,400.0 $343K 0.01% +400.0 +8.0% $63.56 +25.0%
559 IOSP INNOSPEC INC Basic Materials 4,700.0 $343K 0.01% NEW $73.02 +14.7%
560 DGII DIGI INTL INC Technology 7,000.0 $337K 0.01% $48.20 +42.7%
Page 28 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%