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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 8 of 38  ·  744 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ALL ALLSTATE CORP Financial Services 23,702.0 $4.9M 0.11% NEW $208.15 +4.4%
142 GS GOLDMAN SACHS GROUP INC Financial Services 5,603.0 $4.9M 0.11% NEW $879.00 +10.2%
143 AAXJ ISHARES TR 52,723.0 $4.9M 0.11% NEW $93.12 +21.1%
144 VIS VANGUARD WORLD FD 16,139.0 $4.8M 0.11% NEW $298.38 +12.1%
145 KGC KINROSS GOLD CORP Basic Materials 170,000.0 $4.8M 0.11% NEW $28.16 +9.7%
146 NYF ISHARES TR 89,186.0 $4.8M 0.11% NEW $53.51 -0.7%
147 AFL AFLAC INC Financial Services 42,311.0 $4.7M 0.10% NEW $110.27 +5.9%
148 DASH DOORDASH INC Communication Services 20,560.0 $4.7M 0.10% NEW $226.48 -32.1%
149 EMR EMERSON ELEC CO Industrials 34,814.0 $4.6M 0.10% NEW $132.72 +3.9%
150 JMBS JANUS DETROIT STR TR 96,761.0 $4.4M 0.10% NEW $45.69 -2.1%
151 SPTI SPDR SERIES TRUST 152,145.0 $4.4M 0.10% NEW $28.84 -2.1%
152 EMCR DBX ETF TR 117,984.0 $4.4M 0.10% NEW $36.98 +15.5%
153 RSP INVESCO EXCHANGE TRADED FD T 22,189.0 $4.3M 0.09% NEW $191.57 +5.2%
154 IBM INTERNATIONAL BUSINESS MACHS Technology 14,191.0 $4.2M 0.09% NEW $296.22 -26.3%
155 ETHO AMPLIFY ETF TR 64,285.0 $4.2M 0.09% NEW $65.30 +11.4%
156 SO SOUTHERN CO Utilities 46,818.0 $4.1M 0.09% NEW $87.20 +7.4%
157 IUSV ISHARES TR 39,482.0 $4.0M 0.09% NEW $102.54 +5.5%
158 MDLZ MONDELEZ INTL INC Consumer Defensive 74,575.0 $4.0M 0.09% NEW $53.83 +13.3%
159 DUK DUKE ENERGY CORP NEW Utilities 34,208.0 $4.0M 0.09% NEW $117.21 +6.1%
160 DSI ISHARES TR 30,946.0 $4.0M 0.09% NEW $128.83 +9.3%
Page 8 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%