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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 30 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 NEOG NEOGEN CORP Healthcare 40,500.0 $283K 0.01% NEW $6.99 +19.5%
582 NUE NUCOR CORP Basic Materials 1,724.0 $281K 0.01% NEW $163.11 +35.9%
583 RNGR RANGER ENERGY SVCS INC Energy 20,100.0 $281K 0.01% NEW $13.98 +17.8%
584 MITK MITEK SYS INC Technology 26,600.0 $281K 0.01% NEW $10.55 +34.1%
585 ACCO ACCO BRANDS CORP Industrials 75,189.0 $280K 0.01% NEW $3.73 +1.3%
586 LYTS LSI INDS INC OHIO Technology 15,300.0 $280K 0.01% NEW $18.32 +24.0%
587 ADC AGREE RLTY CORP Real Estate 3,890.0 $280K 0.01% NEW $72.03 +4.9%
588 CVLG COVENANT LOGISTICS GROUP INC Industrials 12,707.0 $280K 0.01% NEW $22.04 +61.8%
589 CRC CALIFORNIA RES CORP Energy 6,260.0 $280K 0.01% NEW $44.71 +39.8%
590 GTES GATES INDL CORP PLC Industrials 13,000.0 $279K 0.01% NEW $21.47 +9.2%
591 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 22,600.0 $279K 0.01% NEW $12.34 -15.2%
592 DOV DOVER CORP Industrials 1,424.0 $278K 0.01% NEW $195.24 +6.3%
593 NYT NEW YORK TIMES CO Communication Services 4,000.0 $278K 0.01% NEW $69.42 +8.4%
594 WEC WEC ENERGY GROUP INC Utilities 2,632.0 $278K 0.01% NEW $105.46 +5.7%
595 QNST QUINSTREET INC Communication Services 19,266.0 $277K 0.01% NEW $14.37 -21.1%
596 SENEA SENECA FOODS CORP NEW Consumer Defensive 2,496.0 $276K 0.01% NEW $110.63 +29.6%
597 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 6,500.0 $276K 0.01% NEW $42.45 -3.9%
598 RWO SPDR INDEX SHS FDS 6,113.0 $275K 0.01% NEW $45.02 +9.8%
599 MMM 3M CO Industrials 1,718.0 $275K 0.01% NEW $160.15 -6.7%
600 ESS ESSEX PPTY TR INC Real Estate 1,051.0 $275K 0.01% NEW $261.68 +4.2%
Page 30 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%