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Portfolio (Quarterly) Guide ↗

BAILARD, INC.

· CIK 0000750641
13F Portfolio $4.5B AUM 744 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 744 New
Page 4 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORP NEW Energy 107,005.0 $16.3M 0.36% NEW $152.41 +22.5%
62 AMGN AMGEN INC Healthcare 49,565.0 $16.2M 0.36% NEW $327.31 -0.3%
63 DHR DANAHER CORPORATION Healthcare 69,384.0 $15.9M 0.35% NEW $228.92 -28.1%
64 IGIB ISHARES TR 294,024.0 $15.8M 0.35% NEW $53.88 -2.1%
65 VRTX VERTEX PHARMACEUTICALS INC Healthcare 33,975.0 $15.4M 0.34% NEW $453.36 -0.7%
66 BERKSHIRE HATHAWAY INC DEL 29,262.0 $14.7M 0.33% NEW $502.65
67 ASTRAZENECA PLC 159,013.0 $14.6M 0.32% NEW $91.93
68 IJR ISHARES TR 121,596.0 $14.6M 0.32% NEW $120.18 +11.4%
69 ACWX ISHARES TR 212,394.0 $14.3M 0.32% NEW $67.13 +9.8%
70 LLY ELI LILLY & CO Healthcare 12,772.0 $13.7M 0.30% NEW $1074.70 -6.3%
71 EEM ISHARES TR 247,528.0 $13.5M 0.30% NEW $54.71 +18.9%
72 ACN ACCENTURE PLC IRELAND Technology 49,138.0 $13.2M 0.29% NEW $268.30 -37.1%
73 ABBV ABBVIE INC Healthcare 56,246.0 $12.9M 0.28% NEW $228.49 -7.9%
74 IWN ISHARES TR 69,165.0 $12.5M 0.28% NEW $181.21 +13.7%
75 BAC BANK AMERICA CORP Financial Services 227,456.0 $12.5M 0.28% NEW $55.00 -9.5%
76 IWR ISHARES TR 129,460.0 $12.5M 0.28% NEW $96.27 +7.7%
77 AGZ ISHARES TR 112,826.0 $12.4M 0.28% NEW $110.25 -1.4%
78 COF CAPITAL ONE FINL CORP Financial Services 50,996.0 $12.4M 0.27% NEW $242.36 -23.3%
79 ADBE ADOBE INC Technology 35,229.0 $12.3M 0.27% NEW $349.99 -29.3%
80 ORCL ORACLE CORP Technology 62,727.0 $12.2M 0.27% NEW $194.91 +0.4%
Page 4 of 38  ·  744 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 33.6%
Financial Services 24.9%
Healthcare 10.2%
Communication Services 9.7%
Consumer Cyclical 6.6%
Industrials 6.2%
Consumer Defensive 3.3%
Energy 2.1%
Basic Materials 1.4%
Utilities 1.1%