BAILARD, INC. Q2 2023 Filing

Filed July 20, 2023

Portfolio Value

$2.9T

Holdings

683

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (683 positions)

#StockSharesValue% PortfolioType
101
KOCOCA COLA CO
105,188$6.3B0.22%
102
PNCPNC FINL SVCS GROUP INC
50,224$6.3B0.22%
103
CMCSACOMCAST CORP NEW
152,242$6.3B0.22%
104
REETISHARES TR
267,710$6.1B0.22%
105
XLFSELECT SECTOR SPDR TR
174,603$5.9B0.21%
106
SCHFSCHWAB STRATEGIC TR
162,307$5.8B0.20%
107
HUBSHUBSPOT INC
10,867$5.8B0.20%
108
ASMLASML HOLDING N V
7,354$5.3B0.19%
109
EWEDWARDS LIFESCIENCES CORP
55,842$5.3B0.18%
110
LRCXEURLAM RESEARCH CORP
8,182$5.3B0.18%
111
8CWCROWN CASTLE INC
45,785$5.2B0.18%
112
MRKMERCK & CO INC
43,980$5.1B0.18%
113
HZNPHORIZON THERAPEUTICS PUB L
49,125$5.1B0.18%
114
OEFISHARES TR
24,379$5.0B0.18%
115
CDNSCADENCE DESIGN SYSTEM INC
20,925$4.9B0.17%
116
ESGEISHARES INC
154,440$4.9B0.17%
117
SPTISPDR SER TR
170,617$4.8B0.17%
118
IWNISHARES TR
33,799$4.8B0.17%
119
PANWPALO ALTO NETWORKS INC
18,492$4.7B0.17%
120
PHYS/USPROTT PHYSICAL GOLD TR
313,112$4.7B0.16%
121
VXUSVANGUARD STAR FDS
81,804$4.6B0.16%
122
STZCONSTELLATION BRANDS INC
17,869$4.4B0.15%
123
SCHWSCHWAB CHARLES CORP
75,760$4.3B0.15%
124
SHMSPDR SER TR
91,104$4.3B0.15%
125
AVGOBROADCOM INC
4,920$4.3B0.15%
126
COFCAPITAL ONE FINL CORP
38,729$4.2B0.15%
127
FOURSHIFT4 PMTS INC
61,842$4.2B0.15%
128
CATCATERPILLAR INC
16,480$4.1B0.14%
129
SCHXSCHWAB STRATEGIC TR
77,237$4.0B0.14%
130
EXPEEXPEDIA GROUP INC
36,102$3.9B0.14%
131
NXPINXP SEMICONDUCTORS N V
19,183$3.9B0.14%
132
IQLTISHARES TR
109,528$3.9B0.14%
133
VISVANGUARD WORLD FDS
18,957$3.9B0.14%
134
AMATAPPLIED MATLS INC
26,930$3.9B0.14%
135
IUSGISHARES TR
39,674$3.9B0.14%
136
INTCINTEL CORP
114,442$3.8B0.13%
137
BACVERIZON COMMUNICATIONS INC
96,288$3.6B0.13%
138
CRWDCROWDSTRIKE HLDGS INC
24,228$3.6B0.12%
139
EFAXSPDR INDEX SHS FDS
93,617$3.5B0.12%
140
CRMSALESFORCE INC
16,662$3.5B0.12%
141
ALSALLSTATE CORP
32,131$3.5B0.12%
142
IEIINSIGHT ENTERPRISES INC
23,918$3.5B0.12%
143
PSTGPURE STORAGE INC
94,139$3.5B0.12%
144
EMREMERSON ELEC CO
38,231$3.5B0.12%
145
NOCNORTHROP GRUMMAN CORP
7,577$3.5B0.12%
146
ITWILLINOIS TOOL WKS INC
13,751$3.4B0.12%
147
MDYVSPDR SER TR
49,586$3.4B0.12%
148
ORCLORACLE CORP
28,470$3.4B0.12%
149
TMOTHERMO FISHER SCIENTIFIC INC
6,478$3.4B0.12%
150
VDCVANGUARD WORLD FDS
17,029$3.3B0.12%
151
MDLZMONDELEZ INTL INC
44,935$3.3B0.11%
152
IUSVISHARES TR
41,383$3.2B0.11%
153
MDYSPDR S&P MIDCAP 400 ETF TR
6,753$3.2B0.11%
154
IGROISHARES TR
49,957$3.1B0.11%
155
AZOAUTOZONE INC
1,205$3.0B0.11%
156
SPTLSPDR SER TR
97,832$2.9B0.10%
157
ELVELEVANCE HEALTH INC
6,577$2.9B0.10%
158
AGZISHARES TR
27,176$2.9B0.10%
159
AAXJISHARES TR
43,403$2.9B0.10%
160
DSIISHARES TR
34,230$2.9B0.10%
161
ABBVABBVIE INC
21,201$2.9B0.10%
162
PXDEURPIONEER NAT RES CO
13,629$2.8B0.10%
163
SYKSTRYKER CORPORATION
9,146$2.8B0.10%
164
VMBSVANGUARD SCOTTSDALE FDS
60,250$2.8B0.10%
165
XLRESELECT SECTOR SPDR TR
73,279$2.8B0.10%
166
XOMEXXON MOBIL CORP
25,416$2.7B0.10%
167
HIIHUNTINGTON INGALLS INDS INC
11,791$2.7B0.09%
168
RSPINVESCO EXCHANGE TRADED FD T
17,896$2.7B0.09%
169
EMCRDBX ETF TR
99,404$2.7B0.09%
170
HUMHUMANA INC
5,810$2.6B0.09%
171
AFLAFLAC INC
37,200$2.6B0.09%
172
IWMISHARES TR
13,769$2.6B0.09%
173
SOSOUTHERN CO
36,526$2.6B0.09%
174
VNTVONTIER CORPORATION
79,276$2.6B0.09%
175
HESHESS CORP
18,687$2.5B0.09%
176
TRVCCITIGROUP INC
53,500$2.5B0.09%
177
BAHBOOZ ALLEN HAMILTON HLDG COR
21,982$2.5B0.09%
178
SUSAISHARES TR
25,324$2.4B0.08%
179
DUKDUKE ENERGY CORP NEW
26,074$2.3B0.08%
180
XYLXYLEM INC
20,583$2.3B0.08%
181
SLYVSPDR SER TR
29,927$2.3B0.08%
182
IVWISHARES TR
31,778$2.2B0.08%
183
DDOGDATADOG INC
22,705$2.2B0.08%
184
IVEISHARES TR
13,831$2.2B0.08%
185
TTWOTAKE-TWO INTERACTIVE SOFTWAR
14,883$2.2B0.08%
186
IGSBISHARES TR
43,271$2.2B0.08%
187
MMSIMERIT MED SYS INC
25,880$2.2B0.08%
188
IGFISHARES TR
45,955$2.2B0.08%
189
ULTAULTA BEAUTY INC
4,579$2.2B0.08%
190
SAPSAP SE
15,628$2.1B0.07%
191
EOGEOG RES INC
18,455$2.1B0.07%
192
ITRIITRON INC
29,270$2.1B0.07%
193
EVRGEVERGY INC
35,908$2.1B0.07%
194
UPSUNITED PARCEL SERVICE INC
11,579$2.1B0.07%
195
BOXBOX INC
67,785$2.0B0.07%
196
AMTAMERICAN TOWER CORP NEW
10,095$2.0B0.07%
197
TSMTAIWAN SEMICONDUCTOR MFG LTD
19,320$1.9B0.07%
198
VBVANGUARD INDEX FDS
9,623$1.9B0.07%
199
BALLBALL CORP
32,423$1.9B0.07%
200
AXPAMERICAN EXPRESS CO
10,818$1.9B0.07%
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