BAILARD, INC.

SEC CIK
0000750641

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 30, 2026.SEC

Positions
763
+27 vs. Q1 2026
Total value
$4.91B
+$561.97M (+12.9%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

BAILARD, INC. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AAPLAPPLE INC COMStock826,569$239.18M4.87%+5,223+0.6%AddedView
NVDANVIDIA CORPORATION COMStock876,120$175.3M3.57%−24,329−2.7%ReducedView
GOOGLALPHABET INC CAP STK CL AStock446,880$159.7M3.25%+4,671+1.1%AddedView
MSFTMICROSOFT CORP COMStock421,507$157.23M3.20%+475+0.1%AddedView
SPYSTATE STREET SPDR S&P 500 ETFETF204,448$152.68M3.11%+2,975+1.5%AddedView
ISHARES MSCI EAFE ETF464287465ETF1,283,581$133.34M2.71%+8,524+0.7%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF170,482$125.54M2.56%+101,791+148.2%Added–
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF912,145$109.02M2.22%+798,678+703.9%Added–
ISHARES TR464287630RUS 2000 VAL ETF485,652$107.43M2.19%+417,929+617.1%Added–
GILDGILEAD SCIENCES INC COMStock734,610$92.81M1.89%+3,113+0.4%AddedView
ISHARES CORE MSCI EAFE ETF46432F842ETF808,653$78.1M1.59%−2,316−0.3%Reduced–
J P MORGAN EXCHANGE TRADED F46654Q575MORTGAGE BACKED1,511,914$76.62M1.56%+55,751+3.8%Added–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF195,704$72.42M1.47%−3,593−1.8%Reduced–
ISHARES TR464288356CALIF MUN BD ETF1,213,415$69.94M1.42%−21,191−1.7%Reduced–
AMZNAMAZON COM INC COMStock265,938$63.38M1.29%+875+0.3%AddedView
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF257,473$62.56M1.27%+3,789+1.5%Added–
J P MORGAN EXCHANGE TRADED F46641Q654ULTRA SHT MUNCPL1,147,099$58.5M1.19%+810,172+240.5%Added–
KLACKLA CORPCOM NEW193,367$58.34M1.19%+173,796+888.0%AddedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR117,803$56.26M1.15%−2,653−2.2%ReducedView
VVISA INC COM CL AStock151,620$52.02M1.06%−1,188−0.8%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF68,986$51.66M1.05%+85+0.1%Added–
JPMJPMORGAN CHASE & CO COMStock151,505$49.59M1.01%+1,158+0.8%AddedView
AVGOBROADCOM INC COMStock127,019$47.98M0.98%+5,968+4.9%AddedView
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775ETF547,454$45.85M0.93%+7,262+1.3%Added–
VANGUARD S&P 500 ETF922908363ETF65,548$45.02M0.92%−270.0%Reduced–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF231,511$44.11M0.90%−930.0%Reduced–
PANWPALO ALTO NETWORKS INC COMStock128,220$43.73M0.89%+12,406+10.7%AddedView
CMICUMMINS INC COMStock57,880$41.28M0.84%+825+1.4%AddedView
ISHARES U.S. TREASURY BOND ETF46429B267ETF1,767,056$40.25M0.82%−585,123−24.9%Reduced–
MSMORGAN STANLEY COM NEWStock189,664$39.65M0.81%−1,296−0.7%ReducedView
GLDSPDR GOLD SHARESETF107,198$39.49M0.80%−188,021−63.7%ReducedView
JNJJOHNSON & JOHNSON COMStock147,802$37.54M0.76%−1,209−0.8%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock40,082$37.5M0.76%+560+1.4%AddedView
ISHARES S&P SMALL-CAP 600 VALUE ETF464287879ETF265,163$36.24M0.74%−3,892−1.4%Reduced–
METAMETA PLATFORMS INC CL AStock59,306$33.41M0.68%−585−1.0%ReducedView
GOOGALPHABET INC CAP STK CL CStock94,156$33.27M0.68%−2,593−2.7%ReducedView
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF653,474$33.1M0.67%−26,620−3.9%Reduced–
ISHARES TR46436E833IBONDS 28 TRM TS1,439,724$31.88M0.65%+77,771+5.7%Added–
HDHOME DEPOT INC COMStock89,412$31.53M0.64%−757−0.8%ReducedView
TJXTJX COS INC NEW COMStock201,027$30.46M0.62%−2,669−1.3%ReducedView
TTTRANE TECHNOLOGIES PLCSHS60,055$29.5M0.60%+1,292+2.2%AddedView
STLDSTEEL DYNAMICS INCCOM115,658$26.54M0.54%−1,165−1.0%ReducedView
BLKBLACKROCK INC COMStock26,361$25.35M0.52%−368−1.4%ReducedView
ETNEATON CORP PLC SHSStock57,109$24.34M0.50%−197−0.3%ReducedView
MUMICRON TECHNOLOGY INC COMStock20,946$24.18M0.49%−1,073−4.9%ReducedView
ISHARES CORE S&P MID-CAP ETF464287507ETF304,447$23.48M0.48%−2,005−0.7%Reduced–
AMDADVANCED MICRO DEVICES INC COMStock38,629$22.44M0.46%+5,008+14.9%AddedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF311,806$22.22M0.45%+4,210+1.4%Added–
UNHUNITEDHEALTH GROUP INC COMStock53,368$22.18M0.45%−29−0.1%ReducedView
ISHARES TR464287549EXPND TEC SC ETF131,527$21.52M0.44%−4,213−3.1%Reduced–
ISHARES TR464288638ISHS 5-10YR INVT394,985$21M0.43%−40,239−9.2%Reduced–
CBCHUBB LIMITED COMStock58,736$20.01M0.41%−1,311−2.2%ReducedView
PGPROCTER & GAMBLE CO COMStock135,388$19.85M0.40%−2,011−1.5%ReducedView
AMATAPPLIED MATLS INC COMStock26,857$19.42M0.40%−1,039−3.7%ReducedView
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF325,238$19.41M0.40%+10,232+3.2%Added–
CVXCHEVRON CORPORATION COMStock116,377$19.29M0.39%−7,478−6.0%ReducedView
CSCOCISCO SYS INC COMStock160,683$18.87M0.38%+5,711+3.7%AddedView
VRTXVERTEX PHARMACEUTICALS INC COMStock37,314$18.54M0.38%−548−1.4%ReducedView
UBERUBER TECHNOLOGIES INC COMStock256,587$18.52M0.38%−36,451−12.4%ReducedView
CATCATERPILLAR INC COMStock16,943$18.04M0.37%+1,776+11.7%AddedView
ISHARES CORE S&P SMALL CAP ETF464287804ETF121,227$17.98M0.37%−162−0.1%Reduced–
AMGNAMGEN INC COMStock49,586$17.96M0.37%−125−0.3%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock40,950$17.74M0.36%+1,262+3.2%AddedView
QCOMQUALCOMM INC COMStock94,203$17.41M0.35%−1,350−1.4%ReducedView
WMWASTE MGMT INC DEL COMStock77,803$17.34M0.35%−1,918−2.4%ReducedView
NFLXNETFLIX INC. COMStock239,775$17.12M0.35%−2,127−0.9%ReducedView
COPCONOCOPHILLIPS COMStock164,134$17.06M0.35%−14,757−8.2%ReducedView
ISHARES TR464287234MSCI EMG MKT ETF246,168$16.84M0.34%−1,413−0.6%Reduced–
TXNTEXAS INSTRS INC COMStock56,474$16.83M0.34%+668+1.2%AddedView
LLYELI LILLY & CO COMStock13,510$16.2M0.33%−24−0.2%ReducedView
ISHARES MSCI ACWI EX U.S. ETF464288240ETF208,194$15.85M0.32%+2,498+1.2%Added–
ASMLASML HLDG NV N Y REGISTRY SHSADR7,906$15.73M0.32%+301+4.0%AddedView
PEVERPURE INCCL A186,711$14.71M0.30%+31,193+20.1%AddedView
ISHARES RUSSELL MIDCAP ETF464287499ETF129,623$14.3M0.29%+351+0.3%Added–
EXPEEXPEDIA GROUP INC COM NEWStock55,578$14.22M0.29%−1,083−1.9%ReducedView
ABBVABBVIE INC COMStock55,207$13.89M0.28%+1,825+3.4%AddedView
NOWSERVICENOW INC COMStock138,674$13.77M0.28%−10,831−7.2%ReducedView
ISHARES TR464288166AGENCY BOND ETF125,583$13.72M0.28%+12,482+11.0%Added–
VANGUARD WORLD FD921910733ESG US STK ETF102,967$13.62M0.28%+88,809+627.3%Added–
SPDR INDEX SHS FDS78470E106ST STR MSCI EAFE251,570$13.62M0.28%+16,546+7.0%Added–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock26,988$13.5M0.27%−1,982−6.8%ReducedView
AZNASTRAZENECA PLC ORDADR70,691$13.4M0.27%−7,818−10.0%ReducedView
SPOTSPOTIFY TECHNOLOGY S A SHSStock28,977$13.3M0.27%−6,257−17.8%ReducedView
ANETARISTA NETWORKS INC COM SHSStock77,868$13.23M0.27%+41,577+114.6%AddedView
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF160,943$12.97M0.26%+121,075+303.7%Added–
SPGIS&P GLOBAL INC COMStock31,329$12.76M0.26%−441−1.4%ReducedView
DHRDANAHER CORP DEL COMStock66,702$12.71M0.26%−1,268−1.9%ReducedView
KOCOCA COLA CO COMStock155,251$12.62M0.26%+5,664+3.8%AddedView
ISHARES TR46429B655FLTG RATE NT ETF240,655$12.29M0.25%+240,655New–
VLOVALERO ENERGY CORP COMStock46,788$12.19M0.25%−7,869−14.4%ReducedView
PLDPROLOGIS INC. COMREIT88,283$11.96M0.24%−585−0.7%ReducedView
ISHARES TR46436E551ESG SELECT SCRE222,809$11.62M0.24%+5,393+2.5%Added–
LINLINDE PLC SHSStock22,266$11.55M0.24%+73+0.3%AddedView
BACBANK OF AMER CORP COMStock196,263$11.18M0.23%−30,637−13.5%ReducedView
ISHARES TR464288158SHRT NAT MUN ETF104,008$11.07M0.23%−70,624−40.4%Reduced–
ISHARES RUSSELL 2000 ETF464287655ETF35,988$10.81M0.22%−1,410−3.8%Reduced–
PEPPEPSICO INC COMStock77,557$10.5M0.21%−1,681−2.1%ReducedView
ISHARES TR46436E593IBOND DEC 2030536,041$10.47M0.21%−3,360−0.6%Reduced–
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF364,051$10.08M0.21%−4,320−1.2%Reduced–
ISHARES TR46435U663ESG AWARE MSCI176,748$9.89M0.20%−2,950−1.6%Reduced–

Sold out since Q1 2026 (105)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 105 by value.

BAILARD, INC. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM21,763$4.92M0.11%
PUTNAM ETF TRUST746729102EXCHANGE TRADED FUNDS62,185$2.1M0.05%
WDCWESTERN DIGITAL CORPCOM4,040$1.09M0.03%
SBRASABRA HEALTH CARE REIT INC COMREIT50,692$974.81K0.02%
NXTNEXTPOWER INC COMStock7,561$911.48K0.02%
NCLHNORWEGIAN CRUISE LINE HLDGSSHS48,096$899.4K0.02%
BKUBANKUNITED INCCOM19,200$867.07K0.02%
DANDANA INCCOM25,600$861.44K0.02%
ORRFORRSTOWN FINL SVCS INCCOM23,400$844.27K0.02%
ENHABIT INC29332G102COM59,500$838.36K0.02%
SHBISHORE BANCSHARES INCCOM43,925$820.52K0.02%
DECKDECKERS OUTDOOR CORPCOM8,086$809.33K0.02%
RMBSRAMBUS INC DELCOM9,375$806.53K0.02%
AXONAXON ENTERPRISE INCCOM1,851$786.19K0.02%
MYRGMYR GROUP INCCOM2,700$762.26K0.02%
STSENSATA TECHNOLOGIES HLDG PLSHS21,510$757.58K0.02%
HLMNHILLMAN SOLUTIONS CORPCOM90,700$754.62K0.02%
REZIRESIDEO TECHNOLOGIES INC COMStock22,342$753.15K0.02%
NTCTNETSCOUT SYS INCCOM23,200$737.53K0.02%
HOLOGIC INC436440101COM9,633$728.16K0.02%
PLUSEPLUS INCCOM9,600$722.4K0.02%
GTESGATES INDL CORP PLCORD SHS31,900$721.26K0.02%
NOVNOV INCCOM37,700$709.14K0.02%
HCSGHEALTHCARE SVCS GROUP INCCOM37,500$695.63K0.02%
MITTTPG MTG INVTS TR INCCOM NEW89,326$652.97K0.02%
NHINATIONAL HEALTH INVS INCCOM7,900$638.79K0.01%
SBHSALLY BEAUTY HLDGS INCCOM41,318$572.26K0.01%
BHBBAR HBR BANKSHARESCOM15,900$515.96K0.01%
RBLXROBLOX CORP CL AStock9,043$511.47K0.01%
MRPMILLROSE PPTYS INCCOM CL A17,817$498.88K0.01%
SUN CTRY AIRLS HLDGS INC866683105COM30,100$497.25K0.01%
AB ACTIVE ETFS INC00039J806CONSERVATIVE11,963$486.08K0.01%
GEFGREIF INCCL A7,200$482.9K0.01%
DASHDOORDASH INC CL AStock3,029$454.8K0.01%
LEGGETT & PLATT INC COM524660107Stock45,900$453.49K0.01%
XPROEXPRO GROUP HOLDINGS NVCOM25,200$438.73K0.01%
COINCOINBASE GLOBAL INCCOM CL A2,460$429.68K0.01%
CWENCLEARWAY ENERGY INCCL A10,300$403.45K0.01%
ZWSZURN ELKAY WATER SOLNS CORPCOM8,900$399.08K0.01%
CARTMAPLEBEAR INCCOM10,149$380.18K0.01%
UCBUNITED CMNTY BKS BLAIRSVLE GCOM11,600$365.28K0.01%
TSBKTIMBERLAND BANCORP INCCOM9,137$360.27K0.01%
CCLDCARECLOUD INCCOM96,000$350.4K0.01%
CVLGCOVENANT LOGISTICS GROUP INCCL A12,707$345K0.01%
LIVNLIVANOVA PLCSHS5,400$343.22K0.01%
IOSPINNOSPEC INCCOM4,700$343.19K0.01%
DTIDRILLING TOOLS INTL CORPCOM77,646$336.21K0.01%
UCTTULTRA CLEAN HLDGS INCCOM5,200$323.34K0.01%
INTTINTEST CORPCOM23,267$317.6K0.01%
GREAT LAKES DREDGE & DOCK CO390607109COM18,677$317.51K0.01%
ALNTALLIENT INCCOM5,300$313.18K0.01%
DLRDIGITAL RLTY TR INCCOM1,715$309.06K0.01%
IIININSTEEL INDS INCCOM9,024$303.3K0.01%
JOUTJOHNSON OUTDOORS INCCL A6,500$302.32K0.01%
DECDIVERSIFIED ENERGY COCOMMON STOCK17,000$296.48K0.01%
SSPSCRIPPS E W CO OHIOCL A NEW79,302$295K0.01%
PAHCPHIBRO ANIMAL HEALTH CORPCL A COM5,300$293.14K0.01%
ONITONITY GROUP INCCOM NEW7,400$290.6K0.01%
MRSHMARSH & MCLENNAN COS INC COMStock1,667$289.15K0.01%
QNSTQUINSTREET INCCOM23,900$287.04K0.01%
VTOLBRISTOW GROUP INCCOM6,100$286.03K0.01%
MTRXMATRIX SVC COCOM24,700$283.56K0.01%
NRDSNERDWALLET INCCOM CL A27,300$283.37K0.01%
EUROPEAN WAX CTR INC29882P106CLASS A COM48,630$281.08K0.01%
EPAMEPAM SYS INCCOM2,050$277.57K0.01%
REPXRILEY EXPLORATION PERMIAN INCOM7,600$277.02K0.01%
INFUINFUSYSTEM HLDGS INCCOM29,700$274.13K0.01%
CTRNCITI TRENDS INCCOM6,300$272.92K0.01%
GNEGENIE ENERGY LTDCL B19,139$270.63K0.01%
CXDOCREXENDO INCCOM43,800$270.25K0.01%
TLSTELOS CORP MDCOM64,300$269.42K0.01%
AMRALPHA METALLURGICAL RESOUR ICOM1,304$267.67K0.01%
BELFBBEL FUSE INCCL B1,300$257.37K0.01%
ALGMALLEGRO MICROSYSTEMS INCCOM8,100$255.39K0.01%
STESTERIS PLCSHS USD1,126$248.99K0.01%
UECURANIUM ENERGY CORPCOM17,916$241.87K0.01%
GISGENERAL MILLS INC COMStock6,320$235.23K0.01%
CCBGCAPITAL CITY BANKCOM5,400$234.68K0.01%
MACMACERICH COCOM12,400$234.36K0.01%
NWLNEWELL BRANDS INC COMStock68,300$234.27K0.01%
HCAHCA HEALTHCARE INCCOM495$234.25K0.01%
WAYWAYSTAR HLDG CORPCOM9,590$231.22K0.01%
CTRICENTURI HOLDINGS INCCOM SHS7,600$222K0.01%
IAINNOVATIVE SOLUTIONS & SUPPOCOM10,600$217.62K0.01%
CBOECBOE GLOBAL MKTS INCCOM772$216.99K0.00%
EPREPR PPTYSCOM SH BEN INT4,300$214.83K0.00%
FFBC1ST FINL BANCORPCOM7,700$214.68K0.00%
FOXAFOX CORPCL A COM3,640$212.58K0.00%
AEEAMEREN CORPCOM1,903$209.27K0.00%
RGRSTURM RUGER & CO INC COMStock5,100$204.46K0.00%
SUISUN CMNTYS INCCOM1,600$201.54K0.00%
GLREGREENLIGHT CAP RE LTDCLASS A10,400$179.82K0.00%
TALOTALOS ENERGY INCCOM10,200$160.75K0.00%
NKTXNKARTA INCCOM63,400$133.77K0.00%
ZDGEZEDGE INCCL B44,785$131.22K0.00%
CRBPCORBUS PHARMACEUTICALS HLDGSCOM NEW13,500$126.77K0.00%
VNDAVANDA PHARMACEUTICALS INCCOM16,800$116.09K0.00%
NUVBNUVATION BIO INCCOM CL A27,000$115.83K0.00%
BDTXBLACK DIAMOND THERAPEUTICS ICOM51,500$109.7K0.00%
WHWKWHITEHAWK THERAPEUTICS INCCOM31,398$108.32K0.00%

13F filings by quarter

BAILARD, INC. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 30, 2026763$4.91Bvs. Q1 2026SEC
Q1 2026May 11, 2026736$4.35Bvs. Q4 2025SEC
Q4 2025Feb 4, 2026744$4.52Bvs. Q3 2025SEC
Q3 2025Oct 30, 2025777$4.6Bvs. Q2 2025SEC
Q2 2025Aug 8, 2025754$4.29Bvs. Q1 2025SEC
Q1 2025May 2, 2025735$3.87Bvs. Q4 2024SEC
Q4 2024Feb 5, 2025725$3.91Bvs. Q3 2024SEC
Q3 2024Oct 30, 2024734$3.84Bvs. Q2 2024SEC
Q2 2024Jul 25, 2024722$3.63Bvs. Q1 2024SEC
Q1 2024May 8, 2024731$3.62Bvs. Q4 2023SEC
Q4 2023Feb 2, 2024703$3.38Bvs. Q3 2023SEC
Q3 2023Oct 24, 2023694$3.02Bvs. Q2 2023SEC
Q2 2023Jul 20, 2023683$2.86Bvs. Q1 2023SEC
Q1 2023May 8, 2023710$2.79Bvs. Q4 2022SEC
Q4 2022Feb 2, 2023701$2.63Bvs. Q3 2022SEC
Q3 2022Oct 18, 2022660$2.42Bvs. Q2 2022SEC
Q2 2022Jul 27, 2022678$2.54Bvs. Q1 2022SEC
Q1 2022Apr 25, 2022715$2.97Bvs. Q4 2021SEC
Q4 2021Feb 10, 2022712$3.14Bvs. Q3 2021SEC
Q3 2021Nov 15, 2021698$2.93Bvs. Q2 2021SEC
Q2 2021Aug 13, 2021700$2.89Bvs. Q1 2021SEC
Q1 2021May 13, 2021687$2.7B–SEC