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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 5 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOW SERVICENOW INC Technology 79,350.0 $12.2M 0.27% NEW $153.19 -40.9%
82 MUNI PIMCO ETF TR 230,890.0 $12.1M 0.27% NEW $52.41 -0.7%
83 ABT ABBOTT LABS Healthcare 93,322.0 $11.7M 0.26% NEW $125.29 -32.6%
84 VO VANGUARD INDEX FDS 40,041.0 $11.6M 0.26% NEW $290.23 -73.6%
85 MCD MCDONALDS CORP Consumer Cyclical 37,918.0 $11.6M 0.26% NEW $305.63 -10.0%
86 VNQ VANGUARD INDEX FDS 130,662.0 $11.6M 0.26% NEW $88.49 +6.1%
87 CSCO CISCO SYS INC Technology 149,204.0 $11.5M 0.25% NEW $77.03 +50.0%
88 PEP PEPSICO INC Consumer Defensive 79,214.0 $11.4M 0.25% NEW $143.52 +3.6%
89 PLD PROLOGIS INC. Real Estate 88,954.0 $11.4M 0.25% NEW $127.66 +11.7%
90 EXPE EXPEDIA GROUP INC Consumer Cyclical 39,902.0 $11.3M 0.25% NEW $283.31 -23.3%
91 CAT CATERPILLAR INC Industrials 19,655.0 $11.3M 0.25% NEW $572.87 +55.1%
92 DIS DISNEY WALT CO Communication Services 97,628.0 $11.1M 0.25% NEW $113.77 -7.3%
93 PNC PNC FINL SVCS GROUP INC Financial Services 50,824.0 $10.6M 0.23% NEW $208.73 +2.3%
94 KO COCA COLA CO Consumer Defensive 149,523.0 $10.5M 0.23% NEW $69.91 +15.1%
95 IGSB ISHARES TR 191,272.0 $10.1M 0.22% NEW $52.88 -1.2%
96 EFAX SPDR INDEX SHS FDS 197,825.0 $10.0M 0.22% NEW $50.47 +3.7%
97 TXN TEXAS INSTRS INC Technology 56,096.0 $9.7M 0.21% NEW $173.49 +76.6%
98 VCR VANGUARD WORLD FD 24,594.0 $9.7M 0.21% NEW $393.92 -2.3%
99 XJH ISHARES TR 213,468.0 $9.5M 0.21% NEW $44.65 +8.9%
100 LIN LINDE PLC Basic Materials 21,737.0 $9.3M 0.20% NEW $426.39 +20.0%
Page 5 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%