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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 7 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PSTG PURE STORAGE INC Technology 101,031.0 $6.8M 0.15% NEW $67.01 +30.3%
122 DMXF ISHARES TR 89,862.0 $6.8M 0.15% NEW $75.16 +7.3%
123 LHX L3HARRIS TECHNOLOGIES INC Industrials 22,945.0 $6.7M 0.15% NEW $293.57 +4.8%
124 CRWD CROWDSTRIKE HLDGS INC Technology 14,221.0 $6.7M 0.15% NEW $468.76 +23.7%
125 ISHARES TR 138,280.0 $6.3M 0.14% NEW $45.45
126 IWO ISHARES TR 18,963.0 $6.1M 0.14% NEW $323.01 +12.1%
127 DDOG DATADOG INC Technology 44,744.0 $6.1M 0.14% NEW $135.99 +49.2%
128 CDNS CADENCE DESIGN SYSTEM INC Technology 19,462.0 $6.1M 0.14% NEW $312.58 +11.1%
129 REET ISHARES TR 242,428.0 $6.0M 0.13% NEW $24.95 +7.5%
130 IGRO ISHARES TR 72,130.0 $6.0M 0.13% NEW $82.77 +5.3%
131 BIL SPDR SERIES TRUST 64,023.0 $5.9M 0.13% NEW $91.38 +0.2%
132 SCHX SCHWAB STRATEGIC TR 215,359.0 $5.8M 0.13% NEW $26.91 +7.9%
133 ANET ARISTA NETWORKS INC Technology 41,920.0 $5.5M 0.12% NEW $131.03 +8.3%
134 XOM EXXON MOBIL CORP Energy 45,306.0 $5.5M 0.12% NEW $120.34 +27.0%
135 NEE NEXTERA ENERGY INC Utilities 67,421.0 $5.4M 0.12% NEW $80.28 +19.2%
136 SCHW SCHWAB CHARLES CORP Financial Services 53,166.0 $5.3M 0.12% NEW $99.91 -10.5%
137 EMXF ISHARES TR 112,391.0 $5.2M 0.12% NEW $46.53 +16.8%
138 ADP AUTOMATIC DATA PROCESSING IN Industrials 19,912.0 $5.1M 0.11% NEW $257.23 -16.6%
139 ESGE ISHARES INC 114,349.0 $5.1M 0.11% NEW $44.17 +17.5%
140 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 19,518.0 $5.0M 0.11% NEW $256.03 -5.3%
Page 7 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%