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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 37 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PBYI PUMA BIOTECHNOLOGY INC Healthcare 18,100.0 $116K 0.00% NEW $6.39 +14.7%
722 EBS EMERGENT BIOSOLUTIONS INC Healthcare 13,600.0 $113K 0.00% NEW $8.30 +0.2%
723 ORMP ORAMED PHARMACEUTICALS INC Healthcare 32,478.0 $110K 0.00% NEW $3.40 +13.8%
724 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 51,500.0 $110K 0.00% NEW $2.13 -17.8%
725 WHWK WHITEHAWK THERAPEUTICS INC Healthcare 31,398.0 $108K 0.00% NEW $3.45 +17.7%
726 NAGE NIAGEN BIOSCIENCE INC Healthcare 23,800.0 $105K 0.00% +7K +42.5% $4.41 -21.8%
727 TARA PROTARA THERAPEUTICS INC Healthcare 18,617.0 $97K 0.00% -6K -23.8% $5.21 -25.1%
728 FULC FULCRUM THERAPEUTICS INC Healthcare 11,781.0 $90K 0.00% $7.67 -55.0%
729 ORGO ORGANOGENESIS HLDGS INC Healthcare 36,812.0 $87K 0.00% $2.37 -1.3%
730 CTKB CYTEK BIOSCIENCES INC Healthcare 19,900.0 $87K 0.00% -9K -32.1% $4.37 -9.4%
731 LTRX LANTRONIX INC Technology 15,600.0 $82K 0.00% -33K -68.1% $5.24 +28.1%
732 RPD RAPID7 INC Technology 14,100.0 $78K 0.00% $5.51 +29.6%
733 NHS NEUBERGER HIGH YIELD ST FD I Financial Services 10,839.0 $70K 0.00% $6.48 -2.3%
734 ICCC IMMUCELL CORP Healthcare 10,102.0 $64K 0.00% NEW $6.33 +52.9%
735 IPWR IDEAL PWR INC Industrials 20,365.0 $58K 0.00% $2.83 +115.5%
736 SURG SURGEPAYS INC Technology 27,975.0 $21K $0.75 -46.8%
Page 37 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%