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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 32 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BAND BANDWIDTH INC Technology 17,200.0 $266K 0.01% NEW $15.45 +273.0%
622 OKLO OKLO INC Utilities 3,703.0 $266K 0.01% NEW $71.76 -12.0%
623 PJAN INNOVATOR ETFS TRUST 5,650.0 $266K 0.01% NEW $47.02 +4.3%
624 NRDS NERDWALLET INC Financial Services 19,600.0 $266K 0.01% NEW $13.55 -40.5%
625 TG TREDEGAR CORP Industrials 36,956.0 $265K 0.01% NEW $7.18 +5.8%
626 FOXA FOX CORP Communication Services 3,629.0 $265K 0.01% NEW $73.07 -13.0%
627 DLR DIGITAL RLTY TR INC Real Estate 1,713.0 $265K 0.01% NEW $154.71 +22.6%
628 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,400.0 $265K 0.01% NEW $189.07 +14.5%
629 GNW GENWORTH FINL INC Financial Services 29,306.0 $265K 0.01% NEW $9.03 +1.4%
630 BWMN BOWMAN CONSULTING GROUP LTD Industrials 8,012.0 $265K 0.01% NEW $33.02 -7.7%
631 III INFORMATION SVCS GROUP INC Technology 45,763.0 $265K 0.01% NEW $5.78 -24.8%
632 FCCO FIRST CMNTY CORP S C Financial Services 8,906.0 $264K 0.01% NEW $29.65 +0.7%
633 GNE GENIE ENERGY LTD Utilities 19,139.0 $264K 0.01% NEW $13.78 -2.0%
634 KRC KILROY RLTY CORP Real Estate 7,056.0 $264K 0.01% NEW $37.37 -9.4%
635 SPLV INVESCO EXCH TRADED FD TR II 3,690.0 $264K 0.01% NEW $71.43 +2.3%
636 KE KIMBALL ELECTRONICS INC Industrials 9,420.0 $262K 0.01% NEW $27.82 -13.3%
637 CTRN CITI TRENDS INC Consumer Cyclical 6,300.0 $262K 0.01% NEW $41.56 -9.9%
638 PAGAYA TECHNOLOGIES LTD 12,500.0 $261K 0.01% NEW $20.90
639 CLNE CLEAN ENERGY FUELS CORP Energy 124,000.0 $260K 0.01% NEW $2.10 -4.3%
640 ITOT ISHARES TR 1,750.0 $260K 0.01% NEW $148.69 +8.3%
Page 32 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%