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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 32 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CARR CARRIER GLOBAL CORPORATION Industrials 5,081.0 $286K 0.01% $56.32 +26.3%
622 VTOL BRISTOW GROUP INC Energy 6,100.0 $286K 0.01% NEW $46.89 -8.0%
623 VIRT VIRTU FINL INC Financial Services 6,500.0 $286K 0.01% $43.98 +31.2%
624 CUSHMAN AND WAKEFIELD LTD 23,300.0 $286K 0.01% NEW $12.26
625 FDX FEDEX CORP Industrials 802.0 $286K 0.01% -596.0 -42.6% $356.18 -5.7%
626 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 10,881.0 $284K 0.01% NEW $26.13 +1.1%
627 MTRX MATRIX SVC CO Industrials 24,700.0 $284K 0.01% NEW $11.48 +19.1%
628 LC LENDINGCLUB ISSUANCE TR SER Financial Services 19,800.0 $284K 0.01% +9K +80.0% $14.32 +32.9%
629 NRDS NERDWALLET INC Financial Services 27,300.0 $283K 0.01% +8K +39.3% $10.38 -18.1%
630 LYTS LSI INDS INC OHIO Technology 15,200.0 $283K 0.01% -100.0 -0.7% $18.60 +34.1%
631 T AT&T INC Communication Services 9,743.0 $282K 0.01% +134.0 +1.4% $28.99 -20.1%
632 DUK DUKE ENERGY CORP NEW Utilities 2,155.0 $282K 0.01% -32K -93.7% $130.94 -3.7%
633 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 48,630.0 $281K 0.01% NEW $5.78 +0.7%
634 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,400.0 $280K 0.01% $199.65 +27.8%
635 EML EASTERN CO Industrials 13,787.0 $279K 0.01% NEW $20.24 +8.1%
636 EPAM EPAM SYS INC Technology 2,050.0 $278K 0.01% NEW $135.40 -31.1%
637 LXP INDUSTRIAL TRUST 6,000.0 $278K 0.01% +844.0 +16.4% $46.26
638 THG HANOVER INS GROUP INC Financial Services 1,600.0 $277K 0.01% -600.0 -27.3% $173.35 +14.9%
639 REPX RILEY EXPLORATION PERMIAN IN Energy 7,600.0 $277K 0.01% -3K -26.2% $36.45 -8.4%
640 INFU INFUSYSTEM HLDGS INC Healthcare 29,700.0 $274K 0.01% NEW $9.23 -4.7%
Page 32 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%