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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 33 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 YUM YUM BRANDS INC Consumer Cyclical 1,763.0 $274K 0.01% $155.48 -0.5%
642 CTRN CITI TRENDS INC Consumer Cyclical 6,300.0 $273K 0.01% $43.32 +28.4%
643 GNE GENIE ENERGY LTD Utilities 19,139.0 $271K 0.01% $14.14 -1.7%
644 CXDO CREXENDO INC Communication Services 43,800.0 $270K 0.01% NEW $6.17 +14.3%
645 TLS TELOS CORP MD Technology 64,300.0 $269K 0.01% +52K +422.8% $4.19 +8.1%
646 PM PHILIP MORRIS INTL INC Consumer Defensive 1,625.0 $269K 0.01% +23.0 +1.4% $165.38 +11.3%
647 AMR ALPHA METALLURGICAL RESOUR I Energy 1,304.0 $268K 0.01% +100.0 +8.3% $205.27 -8.5%
648 SDY SPDR SERIES TRUST 1,806.0 $264K 0.01% +213.0 +13.4% $145.94 +4.7%
649 PH PARKER-HANNIFIN CORP Industrials 294.0 $263K 0.01% +51.0 +21.0% $895.24 +4.8%
650 PJAN INNOVATOR ETFS TRUST 5,650.0 $261K 0.01% $46.13 +7.3%
651 BELFB BEL FUSE INC Technology 1,300.0 $257K 0.01% NEW $197.98 +48.1%
652 CALY CALLAWAY GOLF CO Consumer Cyclical 18,500.0 $257K 0.01% $13.88 +21.1%
653 EXR EXTRA SPACE STORAGE INC Real Estate 1,952.0 $256K 0.01% $131.13 +11.6%
654 ALGM ALLEGRO MICROSYSTEMS INC Technology 8,100.0 $255K 0.01% NEW $31.53 +69.0%
655 NVO NOVO-NORDISK A S Healthcare 6,945.0 $255K 0.01% NEW $36.75 +18.5%
656 FMC FMC CORP Basic Materials 14,800.0 $255K 0.01% NEW $17.22 -32.6%
657 INVA INNOVIVA INC Healthcare 10,933.0 $255K 0.01% $23.30 -3.0%
658 IYK ISHARES TR 3,633.0 $254K 0.01% $70.03 +4.7%
659 ESS ESSEX PPTY TR INC Real Estate 1,051.0 $254K 0.01% $242.00 +15.9%
660 RGCO RGC RES INC Utilities 11,534.0 $254K 0.01% $22.05 +8.7%
Page 33 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%