BAILARD, INC. Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$4.3T

Holdings

754

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (754 positions)

#StockSharesValue% PortfolioType
301
HUMHUMANA INC
4,937$1.2B0.03%
302
IEMGISHARES INC
19,523$1.2B0.03%
303
GWREGUIDEWIRE SOFTWARE INC
4,952$1.2B0.03%
304
CMECME GROUP INC
4,220$1.2B0.03%
305
XLVSELECT SECTOR SPDR TR
8,520$1.1B0.03%
306
CVSCVS HEALTH CORP
16,474$1.1B0.03%
307
CBRECBRE GROUP INC
8,096$1.1B0.03%
308
CHECHEMED CORP NEW
2,300$1.1B0.03%
309
CASYCASEYS GEN STORES INC
2,194$1.1B0.03%
310
NTAPNETAPP INC
10,437$1.1B0.03%
311
HASIHA SUSTAINABLE INFRA CAP INC
41,312$1.1B0.03%
312
TTENTOTALENERGIES SE
17,838$1.1B0.03%
313
XLYSELECT SECTOR SPDR TR
5,000$1.1B0.03%
314
WHRWHIRLPOOL CORP
10,691$1.1B0.03%
315
NSCNORFOLK SOUTHN CORP
4,227$1.1B0.03%
316
NULVNUSHARES ETF TR
25,499$1.1B0.02%
317
JHGJANUS HENDERSON GROUP PLC
27,212$1.1B0.02%
318
IDXXIDEXX LABS INC
1,948$1.0B0.02%
319
UNMUNUM GROUP
12,825$1.0B0.02%
320
CAHCARDINAL HEALTH INC
6,084$1.0B0.02%
321
HOLXHOLOGIC INC
15,543$1.0B0.02%
322
CWEN/ACLEARWAY ENERGY INC
33,400$1.0B0.02%
323
WELLWELLTOWER INC
6,516$1.0B0.02%
324
GEGE AEROSPACE
3,871$996.4M0.02%
325
TBITRUEBLUE INC
153,650$995.7M0.02%
326
GDGENERAL DYNAMICS CORP
3,401$991.8M0.02%
327
SCHN1EURRADIUS RECYCLING INC
33,200$985.7M0.02%
328
RTXRTX CORPORATION
6,717$980.7M0.02%
329
VSTVISTRA CORP
5,021$973.1M0.02%
330
EAELECTRONIC ARTS INC
6,091$972.7M0.02%
331
AWCAMERICAN WTR WKS CO INC NEW
6,978$970.7M0.02%
332
VYMVANGUARD WHITEHALL FDS
7,276$970.0M0.02%
333
NVONOVO-NORDISK A S
13,909$960.0M0.02%
334
ULUNILEVER PLC
15,402$942.1M0.02%
335
XELXCEL ENERGY INC
13,805$940.1M0.02%
336
CNCCENTENE CORP DEL
16,994$922.4M0.02%
337
IWSISHARES TR
6,909$913.0M0.02%
338
CRCRANE COMPANY
4,805$912.4M0.02%
339
RELYREMITLY GLOBAL INC
48,487$910.1M0.02%
340
FRFIRST INDL RLTY TR INC
18,700$900.0M0.02%
341
PNRPENTAIR PLC
8,757$899.0M0.02%
342
TMTOYOTA MOTOR CORP
5,218$898.9M0.02%
343
BABAALIBABA GROUP HLDG LTD
7,765$880.6M0.02%
344
HAFCHANMI FINL CORP
35,623$879.2M0.02%
345
PPGPPG INDS INC
7,710$877.0M0.02%
346
DECKDECKERS OUTDOOR CORP
8,498$875.9M0.02%
347
IXUSISHARES TR
11,325$875.5M0.02%
348
SSENTINELONE INC
47,200$862.8M0.02%
349
SBCSABRA HEALTH CARE REIT INC
46,720$861.5M0.02%
350
INGING GROEP N.V.
39,055$854.1M0.02%
351
RRYDER SYS INC
5,332$847.8M0.02%
352
HPEHEWLETT PACKARD ENTERPRISE C
41,198$842.5M0.02%
353
COSCNO FINL GROUP INC
21,800$841.0M0.02%
354
DYDYCOM INDS INC
3,400$830.9M0.02%
355
AEPAMERICAN ELEC PWR CO INC
7,964$826.4M0.02%
356
GSKGSK PLC
21,321$818.7M0.02%
357
MNDYMONDAY COM LTD
2,603$818.6M0.02%
358
IRMIRON MTN INC DEL
7,942$814.6M0.02%
359
BRXBRIXMOR PPTY GROUP INC
31,192$812.2M0.02%
360
VSSVANGUARD INTL EQUITY INDEX F
6,022$809.4M0.02%
361
ACWIISHARES TR
6,274$806.8M0.02%
362
HOGHARLEY DAVIDSON INC
34,031$803.1M0.02%
363
BNSBANK NOVA SCOTIA HALIFAX
14,528$803.0M0.02%
364
RIORIO TINTO PLC
13,718$800.2M0.02%
365
EPRTESSENTIAL PPTYS RLTY TR INC
25,053$799.4M0.02%
366
CTRECARETRUST REIT INC
26,100$798.7M0.02%
367
UCBUNITED CMNTY BKS BLAIRSVLE G
26,800$798.4M0.02%
368
SPYXSPDR SERIES TRUST
15,616$795.3M0.02%
369
COURCOURSERA INC
89,400$783.1M0.02%
370
KMBKIMBERLY-CLARK CORP
6,020$776.1M0.02%
371
VODVODAFONE GROUP PLC NEW
72,661$774.6M0.02%
372
VVVANGUARD INDEX FDS
2,710$773.2M0.02%
373
SHBISHORE BANCSHARES INC
48,900$768.7M0.02%
374
NFGNATIONAL FUEL GAS CO
9,037$765.5M0.02%
375
GWWGRAINGER W W INC
733$762.5M0.02%
376
OUTOUTFRONT MEDIA INC
46,552$759.7M0.02%
377
IBOCINTERNATIONAL BANCSHARES COR
11,400$758.8M0.02%
378
NTBBANK OF NT BUTTERFIELD&SON L
17,096$757.0M0.02%
379
SCHDSCHWAB STRATEGIC TR
28,538$756.2M0.02%
380
REZIRESIDEO TECHNOLOGIES INC
34,100$752.2M0.02%
381
UMHUMH PPTYS INC
44,700$750.5M0.02%
382
CPFCENTRAL PAC FINL CORP
26,736$749.4M0.02%
383
AATAMERICAN ASSETS TR INC
37,900$748.5M0.02%
384
DJPBARCLAYS BANK PLC
22,000$747.6M0.02%
385
WCCWESCO INTL INC
4,035$747.3M0.02%
386
MBWMMERCANTILE BK CORP
16,101$747.2M0.02%
387
NCLHNORWEGIAN CRUISE LINE HLDG L
36,503$740.3M0.02%
388
EEEXCELERATE ENERGY INC
25,100$735.9M0.02%
389
BRK-BBERKSHIRE HATHAWAY INC DEL
1$728.8M0.02%
390
XLFISELECT SECTOR SPDR TR
8,961$725.6M0.02%
391
IBCPINDEPENDENT BK CORP MICH
22,360$724.7M0.02%
392
NHINATIONAL HEALTH INVS INC
10,300$722.2M0.02%
393
THFFFIRST FINANCIAL CORPORATION
13,303$720.9M0.02%
394
GEVGE VERNOVA INC
1,356$717.5M0.02%
395
XLISELECT SECTOR SPDR TR
4,855$716.2M0.02%
396
PEOEXELON CORP
16,357$710.2M0.02%
397
CVLTCOMMVAULT SYS INC
4,039$704.1M0.02%
398
IBBISHARES TR
5,563$703.8M0.02%
399
VIOVVANGUARD ADMIRAL FDS INC
8,171$699.2M0.02%
400
RAMPLIVERAMP HLDGS INC
21,100$697.1M0.02%
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