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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 31 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 DIVERSIFIED ENERGY CO 17,000.0 $296K 0.01% -2K -9.6% $17.44
602 SSP SCRIPPS E W CO OHIO Communication Services 79,302.0 $295K 0.01% NEW $3.72 -22.6%
603 SCSC SCANSOURCE INC Technology 8,100.0 $294K 0.01% NEW $36.30 +35.7%
604 TG TREDEGAR CORP Industrials 36,956.0 $294K 0.01% $7.95 -2.8%
605 A AGILENT TECHNOLOGIES INC Healthcare 2,575.0 $294K 0.01% -58.0 -2.2% $114.00 +12.6%
606 ADC AGREE RLTY CORP Real Estate 3,890.0 $293K 0.01% $75.38 -0.9%
607 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 5,300.0 $293K 0.01% NEW $55.31 -42.4%
608 BBCP CONCRETE PUMPING HLDGS INC Industrials 40,900.0 $292K 0.01% NEW $7.14 +49.7%
609 NUE NUCOR CORP Basic Materials 1,725.0 $292K 0.01% $169.12 +53.2%
610 VLTO VERALTO CORP Industrials 3,292.0 $291K 0.01% $88.42 -6.5%
611 ONITY GROUP INC 7,400.0 $291K 0.01% +1K +23.3% $39.27
612 KALU KAISER ALUMINIUM CORPORATION Basic Materials 2,400.0 $289K 0.01% -398.0 -14.2% $120.51 +50.8%
613 MRSH MARSH & MCLENNAN COS INC Financial Services 1,667.0 $289K 0.01% $173.45 -3.8%
614 RLGT RADIANT LOGISTICS INC Industrials 41,000.0 $289K 0.01% NEW $7.05 +28.7%
615 IJUL INNOVATOR ETFS TRUST 8,525.0 $288K 0.01% $33.75 +5.9%
616 QUAD QUAD / GRAPHICS INC Industrials 43,500.0 $288K 0.01% +2K +5.1% $6.61 +13.0%
617 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 6,800.0 $287K 0.01% NEW $42.23 -3.3%
618 QNST QUINSTREET INC Communication Services 23,900.0 $287K 0.01% +5K +24.1% $12.01 +7.8%
619 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 28,240.0 $287K 0.01% NEW $10.16 +32.3%
620 WINA WINMARK CORP Consumer Cyclical 671.0 $287K 0.01% $427.55 -5.8%
Page 31 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%