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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 5 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ACN ACCENTURE PLC IRELAND Technology 62,012.0 $12.3M 0.28% +13K +26.2% $198.29 -14.1%
82 CSCO CISCO SYS INC Technology 154,972.0 $12.0M 0.28% +6K +3.9% $77.59 +56.1%
83 PLD PROLOGIS INC. Real Estate 88,868.0 $11.7M 0.27% $132.18 +12.5%
84 EFAX SPDR INDEX SHS FDS 235,024.0 $11.7M 0.27% +37K +18.8% $49.77 +8.0%
85 ABBV ABBVIE INC Healthcare 53,382.0 $11.6M 0.27% -3K -5.1% $217.49 +4.7%
86 MCD MCDONALDS CORP Consumer Cyclical 36,873.0 $11.5M 0.26% -1K -2.8% $310.80 -8.4%
87 VO VANGUARD INDEX FDS 39,868.0 $11.4M 0.26% $287.19 -72.2%
88 KO COCA COLA CO Consumer Defensive 149,587.0 $11.4M 0.26% $76.05 +8.6%
89 BAC BANK AMERICA CORP Financial Services 226,900.0 $11.1M 0.25% $48.75 +14.9%
90 LIN LINDE PLC Basic Materials 22,193.0 $11.0M 0.25% +456.0 +2.1% $495.77 +5.6%
91 TXN TEXAS INSTRS INC Technology 55,806.0 $10.8M 0.25% -290.0 -0.5% $194.14 +53.0%
92 CAT CATERPILLAR INC Industrials 15,167.0 $10.7M 0.25% -4K -22.8% $708.47 +28.5%
93 ISHARES TR 539,401.0 $10.6M 0.24% +342K +172.9% $19.72
94 ASML ASML HLDG NV Technology 7,605.0 $10.0M 0.23% -87.0 -1.1% $1320.99 +41.1%
95 MUNI PIMCO ETF TR 190,635.0 $9.9M 0.23% -40K -17.4% $52.19 +0.3%
96 XJH ISHARES TR 217,416.0 $9.9M 0.23% +4K +1.9% $45.37 +13.0%
97 AMAT APPLIED MATLS INC Technology 27,896.0 $9.5M 0.22% -2K -7.5% $341.79 +66.0%
98 IWM ISHARES TR 37,398.0 $9.3M 0.21% $248.00 +18.1%
99 DIS DISNEY WALT CO Communication Services 95,456.0 $9.2M 0.21% -2K -2.2% $96.38 +3.8%
100 PSTG EVERPURE INC Technology 155,518.0 $9.2M 0.21% +54K +53.9% $59.04 +24.9%
Page 5 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%