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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 29 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DGII DIGI INTL INC Technology 7,000.0 $303K 0.01% NEW $43.29 +41.9%
562 APEI AMERICAN PUB ED INC Consumer Defensive 7,995.0 $302K 0.01% NEW $37.80 +40.1%
563 AMBA AMBARELLA INC Technology 4,200.0 $298K 0.01% NEW $70.84 +17.2%
564 BDX BECTON DICKINSON & CO Healthcare 1,533.0 $298K 0.01% NEW $194.07 -24.3%
565 SEI SOLARIS ENERGY INFRAS INC Energy 6,452.0 $297K 0.01% NEW $45.97 +57.6%
566 RDN RADIAN GROUP INC Financial Services 8,200.0 $295K 0.01% NEW $35.99 +3.6%
567 LMT LOCKHEED MARTIN CORP Industrials 608.0 $294K 0.01% NEW $483.67 +8.9%
568 ORN ORION GROUP HLDGS INC Industrials 29,400.0 $292K 0.01% NEW $9.94 +46.0%
569 IJK ISHARES TR 3,003.0 $291K 0.01% NEW $96.88 +14.2%
570 SCHL SCHOLASTIC CORP Communication Services 9,800.0 $290K 0.01% NEW $29.63 +34.9%
571 THR THERMON GROUP HLDGS INC Industrials 7,800.0 $290K 0.01% NEW $37.16 +70.7%
572 TPC TUTOR PERINI CORP Industrials 4,300.0 $288K 0.01% NEW $67.02 +11.8%
573 LTRX LANTRONIX INC Technology 48,900.0 $287K 0.01% NEW $5.86 +8.5%
574 IJUL INNOVATOR ETFS TRUST 8,525.0 $286K 0.01% NEW $33.51 +5.0%
575 ALNT ALLIENT INC Technology 5,300.0 $285K 0.01% NEW $53.75 +17.9%
576 WELLS FARGO CO NEW 235.0 $285K 0.01% NEW $1212.00
577 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 8,700.0 $284K 0.01% NEW $32.65 +31.5%
578 HBB HAMILTON BEACH BRANDS HLDG C Consumer Cyclical 17,257.0 $284K 0.01% NEW $16.45 +6.1%
579 COIN COINBASE GLOBAL INC Financial Services 1,254.0 $284K 0.01% NEW $226.14 -14.5%
580 STE STERIS PLC Healthcare 1,118.0 $283K 0.01% NEW $253.52 -16.0%
Page 29 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%