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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 34 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 MET METLIFE INC Financial Services 3,594.0 $254K 0.01% -4K -49.7% $70.73 +23.6%
662 FMNB FARMERS NATIONAL BANC CORP Financial Services 19,200.0 $253K 0.01% NEW $13.16 +9.3%
663 BCC BOISE CASCADE CO DEL Basic Materials 3,300.0 $250K 0.01% NEW $75.85 -5.7%
664 ICFI ICF INTL INC Industrials 3,827.0 $250K 0.01% $65.29 +11.4%
665 ITOT ISHARES TR 1,750.0 $249K 0.01% $142.43 +15.2%
666 FXE INVESCO CURRENCYSHARES EURO Financial Services 2,336.0 $249K 0.01% NEW $106.69 +0.4%
667 STE STERIS PLC Healthcare 1,126.0 $249K 0.01% +8.0 +0.7% $221.13 -6.6%
668 SRE SEMPRA Utilities 2,552.0 $248K 0.01% +47.0 +1.9% $97.17 -5.6%
669 TDAY USA TODAY CO INC Communication Services 35,100.0 $247K 0.01% NEW $7.05 +10.1%
670 AVB AVALONBAY CMNTYS INC Real Estate 1,501.0 $245K 0.01% $163.38 +13.1%
671 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 71,801.0 $245K 0.01% NEW $3.41 +51.9%
672 UEC URANIUM ENERGY CORP Energy 17,916.0 $242K 0.01% +8K +72.0% $13.50 -12.8%
673 CDP COPT DEFENSE PROPERTIES Real Estate 7,896.0 $242K 0.01% -10K -54.6% $30.60 +11.0%
674 ADI ANALOG DEVICES INC Technology 758.0 $241K 0.01% +5.0 +0.7% $318.14 +30.8%
675 GIS GENERAL MILLS INC Consumer Defensive 6,320.0 $235K 0.01% +1K +27.3% $37.22 -7.6%
676 CCBG CAPITAL CITY BANK Financial Services 5,400.0 $235K 0.01% -11K -66.1% $43.46 +6.8%
677 MAC MACERICH CO Real Estate 12,400.0 $234K 0.01% NEW $18.90 +25.7%
678 NWL NEWELL BRANDS INC Consumer Defensive 68,300.0 $234K 0.01% NEW $3.43 +38.2%
679 HCA HCA HEALTHCARE INC Healthcare 495.0 $234K 0.01% -9.0 -1.8% $473.24 -16.1%
680 STC STEWART INFORMATION SVCS COR Financial Services 3,800.0 $234K 0.01% NEW $61.58 +7.3%
Page 34 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%