BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 36 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HLN HALEON PLC Healthcare 20,979.0 $210K 0.01% -280.0 -1.3% $10.01 -8.8%
702 AEE AMEREN CORP Utilities 1,903.0 $209K 0.01% NEW $109.97 -0.9%
703 KBH KB HOME Consumer Cyclical 4,000.0 $207K 0.01% NEW $51.75 +4.3%
704 RGR STURM RUGER & CO INC Industrials 5,100.0 $204K 0.01% NEW $40.09 -1.5%
705 SUI SUN CMNTYS INC Real Estate 1,600.0 $202K 0.01% NEW $125.96 +0.8%
706 TOL TOLL BROTHERS INC Consumer Cyclical 1,466.0 $200K 0.01% NEW $136.47 +7.8%
707 ESCA ESCALADE INC Consumer Cyclical 11,430.0 $196K 0.01% NEW $17.17 +8.5%
708 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 17,800.0 $190K 0.00% $10.69 +2.9%
709 GLRE GREENLIGHT CAP RE LTD Financial Services 10,400.0 $180K 0.00% NEW $17.29 -6.8%
710 TALO TALOS ENERGY INC Energy 10,200.0 $161K 0.00% NEW $15.76 -5.1%
711 LIFETIME BRANDS INC 27,089.0 $155K 0.00% NEW $5.74
712 ZEVRA THERAPEUTICS INC 14,700.0 $137K 0.00% +2K +13.9% $9.32
713 GO GROCERY OUTLET HLDG CORP Consumer Defensive 19,289.0 $136K 0.00% $7.05 +35.9%
714 NKTX NKARTA INC Healthcare 63,400.0 $134K 0.00% $2.11 +35.5%
715 ARTIVA BIOTHERAPEUTICS INC 20,700.0 $133K 0.00% NEW $6.44
716 ZDGE ZEDGE INC Communication Services 44,785.0 $131K 0.00% -15K -25.5% $2.93 +13.0%
717 CORBUS PHARMACEUTICALS HLDGS 13,500.0 $127K 0.00% NEW $9.39
718 SLP SIMULATIONS PLUS INC Healthcare 10,000.0 $118K 0.00% NEW $11.82 +38.1%
719 VNDA VANDA PHARMACEUTICALS INC Healthcare 16,800.0 $116K 0.00% NEW $6.91 -11.7%
720 NUVB NUVATION BIO INC Healthcare 27,000.0 $116K 0.00% NEW $4.29 +14.7%
Page 36 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%