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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 9 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IUSV ISHARES TR 40,129.0 $4.1M 0.09% +647.0 +1.6% $102.25 +8.6%
162 BK BANK NEW YORK MELLON CORP Financial Services 33,999.0 $4.0M 0.09% $118.63 +21.4%
163 ADP AUTOMATIC DATA PROCESSING IN Industrials 19,344.0 $3.9M 0.09% -568.0 -2.9% $203.18 +9.3%
164 VIG VANGUARD SPECIALIZED FUNDS 18,122.0 $3.9M 0.09% +528.0 +3.0% $215.06 +10.1%
165 MCHP MICROCHIP TECHNOLOGY INC. Technology 59,931.0 $3.9M 0.09% +4K +7.4% $64.61 +48.0%
166 DSI ISHARES TR 31,855.0 $3.9M 0.09% +909.0 +2.9% $121.19 +17.4%
167 MDYV SPDR SERIES TRUST 44,932.0 $3.8M 0.09% $85.15 +10.7%
168 UNP UNION PAC CORP Industrials 15,766.0 $3.8M 0.09% +111.0 +0.7% $242.63 +10.2%
169 ITW ILLINOIS TOOL WKS INC Industrials 14,553.0 $3.8M 0.09% -171.0 -1.2% $260.31 +2.1%
170 WMT WALMART INC Consumer Defensive 30,190.0 $3.8M 0.09% $124.28 -2.8%
171 REET ISHARES TR 148,074.0 $3.7M 0.09% -94K -38.9% $25.15 +9.8%
172 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 6,012.0 $3.7M 0.09% $616.76 +12.6%
173 EVRG EVERGY INC Utilities 45,026.0 $3.7M 0.09% $81.92 +2.5%
174 SLYV SPDR SERIES TRUST 38,433.0 $3.6M 0.08% +513.0 +1.4% $94.58 +13.3%
175 GLW CORNING INC Technology 26,644.0 $3.6M 0.08% +1K +4.0% $135.97 +30.5%
176 SNA SNAP ON INC Industrials 9,968.0 $3.6M 0.08% $363.22 +7.2%
177 VDC VANGUARD WORLD FD 15,788.0 $3.5M 0.08% -2K -12.4% $224.59 +3.1%
178 ESGD ISHARES TR 36,653.0 $3.5M 0.08% +1K +3.9% $95.62 +7.6%
179 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 97,366.0 $3.5M 0.08% $35.44 -8.0%
180 IUSG ISHARES TR 22,224.0 $3.4M 0.08% +237.0 +1.1% $155.11 +21.0%
Page 9 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%