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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 29 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CCI CROWN CASTLE INC Real Estate 4,137.0 $336K 0.01% +411.0 +11.0% $81.32 +8.4%
562 DTI DRILLING TOOLS INTL CORP Energy 77,646.0 $336K 0.01% $4.33 -42.5%
563 NYT NEW YORK TIMES CO MTN BE Communication Services 4,000.0 $335K 0.01% $83.73 -11.8%
564 OOMA OOMA INC Communication Services 23,000.0 $335K 0.01% $14.55 +19.3%
565 ONEQ FIDELITY COMWLTH TR 3,925.0 $333K 0.01% $84.91 +22.6%
566 TPC TUTOR PERINI CORP Industrials 4,300.0 $332K 0.01% $77.19 -1.3%
567 GCO GENESCO INC Consumer Cyclical 11,400.0 $330K 0.01% NEW $28.99 +23.8%
568 VOD VODAFONE GROUP PLC Communication Services 21,868.0 $328K 0.01% -41K -65.2% $15.02 -0.1%
569 HBB HAMILTON BEACH BRANDS HLDG C Consumer Cyclical 17,257.0 $327K 0.01% $18.95 +5.5%
570 ATNI ATN INTL INC Communication Services 12,000.0 $327K 0.01% $27.22 -2.1%
571 S SENTINELONE INC Technology 25,200.0 $325K 0.01% $12.88 +16.7%
572 COUR COURSERA INC Consumer Defensive 55,600.0 $324K 0.01% $5.82 -8.4%
573 UCTT ULTRA CLEAN HLDGS INC Technology 5,200.0 $323K 0.01% NEW $62.18 +75.8%
574 TTMI TTM TECHNOLOGIES INC Technology 3,300.0 $321K 0.01% NEW $97.42 +104.9%
575 CNC CENTENE CORP DEL Healthcare 9,800.0 $321K 0.01% $32.74 +87.5%
576 ORN ORION GROUP HLDGS INC Industrials 29,400.0 $320K 0.01% $10.90 +40.7%
577 NWPX NWPX INFRASTRUCTURE INC Industrials 4,100.0 $319K 0.01% NEW $77.86 +69.9%
578 INTT INTEST CORP Technology 23,267.0 $318K 0.01% -13K -35.0% $13.65 +29.5%
579 GREAT LAKES DREDGE & DOCK CO 18,677.0 $318K 0.01% +2K +14.7% $17.00
580 IYH ISHARES TR 5,150.0 $317K 0.01% $61.64 +3.8%
Page 29 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%