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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 31 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ONITY GROUP INC 6,000.0 $275K 0.01% NEW $45.79
602 CBAN COLONY BANKCORP INC Financial Services 15,384.0 $274K 0.01% NEW $17.82 +10.7%
603 ATNI ATN INTL INC Communication Services 12,000.0 $274K 0.01% NEW $22.80 +18.6%
604 FRD FRIEDMAN INDS INC Basic Materials 13,324.0 $273K 0.01% NEW $20.49 +1.5%
605 RCKY ROCKY BRANDS INC Consumer Cyclical 9,300.0 $273K 0.01% NEW $29.33 +19.3%
606 SRI STONERIDGE INC Consumer Cyclical 47,081.0 $273K 0.01% NEW $5.79 +19.0%
607 DIVERSIFIED ENERGY CO 18,800.0 $272K 0.01% NEW $14.48
608 AVB AVALONBAY CMNTYS INC Real Estate 1,500.0 $272K 0.01% NEW $181.31 +3.0%
609 LXFR LUXFER HLDGS PLC Industrials 20,100.0 $272K 0.01% NEW $13.53 +12.0%
610 REPX RILEY EXPLORATION PERMIAN IN Energy 10,300.0 $272K 0.01% NEW $26.40 +56.1%
611 PENG PENGUIN SOLUTIONS INC Technology 13,900.0 $272K 0.01% NEW $19.56 +136.6%
612 WINA WINMARK CORP Consumer Cyclical 671.0 $272K 0.01% NEW $404.94 -13.3%
613 MNDY MONDAY COM LTD Technology 1,835.0 $271K 0.01% NEW $147.56 -47.1%
614 EFSC ENTERPRISE FINL SVCS CORP Financial Services 5,000.0 $270K 0.01% NEW $54.00 +10.1%
615 OOMA OOMA INC Communication Services 23,000.0 $270K 0.01% NEW $11.73 +66.2%
616 CARR CARRIER GLOBAL CORPORATION Industrials 5,104.0 $270K 0.01% NEW $52.85 +16.3%
617 MIDD MIDDLEBY CORP Industrials 1,800.0 $268K 0.01% NEW $148.67 -4.8%
618 INTT INTEST CORP Technology 35,803.0 $267K 0.01% NEW $7.47 +134.3%
619 LASR NLIGHT INC Technology 7,100.0 $266K 0.01% NEW $37.51 +85.3%
620 YUM YUM BRANDS INC Consumer Cyclical 1,757.0 $266K 0.01% NEW $151.28 +0.6%
Page 31 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%