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BAILARD, INC.

Q2 2026 13F filing

Updated 45 days ago

763 disclosed positions worth $4.9B

Portfolio value
$4.9B
Total holdings
763
New positions
132
Closed positions
105
Increased
234
Decreased
241
Turnover
31.1%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

+0.6%
Value
$239.2M
Shares
826.6K
% Port
4.87%
N

NVIDIA CORPORATION

-2.7%
Value
$175.3M
Shares
876.1K
% Port
3.57%
G

ALPHABET INC

+1.1%
Value
$159.7M
Shares
446.9K
% Port
3.25%
M

MICROSOFT CORP

+0.1%
Value
$157.2M
Shares
421.5K
% Port
3.20%
S
5.SPY

STATE STR SPDR S&P 500 ETF T

+1.5%
Value
$152.7M
Shares
204.4K
% Port
3.11%
E

ISHARES TR

+0.7%
Value
$133.3M
Shares
1.28M
% Port
2.71%
Q
7.QQQ

INVESCO QQQ TR

+148.2%
Value
$125.5M
Shares
170.5K
% Port
2.56%
V

VANGUARD WORLD FD

+703.9%
Value
$109M
Shares
912.1K
% Port
2.22%
E

ISHARES TR

+617.1%
Value
$107.4M
Shares
485.7K
% Port
2.19%
G
10.GILD

GILEAD SCIENCES INC

+0.4%
Value
$92.8M
Shares
734.6K
% Port
1.89%
E
11.ETHA

ISHARES TR

-0.3%
Value
$78.1M
Shares
808.7K
% Port
1.59%
?
12.N/A

J P MORGAN EXCHANGE TRADED F

+3.8%
Value
$76.6M
Shares
1.51M
% Port
1.56%
V
13.VGES

VANGUARD INDEX FDS

-1.8%
Value
$72.4M
Shares
195.7K
% Port
1.47%
E
14.ETHA

ISHARES TR

-1.7%
Value
$69.9M
Shares
1.21M
% Port
1.42%
A
15.AMZN

AMAZON COM INC

+0.3%
Value
$63.4M
Shares
265.9K
% Port
1.29%
V
16.VGES

VANGUARD INDEX FDS

+1.5%
Value
$62.6M
Shares
257.5K
% Port
1.27%
J

J P MORGAN EXCHANGE TRADED F

+240.5%
Value
$58.5M
Shares
1.15M
% Port
1.19%
K
18.KLAC

KLA CORP

+888.0%
Value
$58.3M
Shares
193.4K
% Port
1.19%
T

TAIWAN SEMICONDUCTOR MANUFAC

-2.2%
Value
$56.3M
Shares
117.8K
% Port
1.15%
V
20.V

VISA INC

-0.8%
Value
$52M
Shares
151.6K
% Port
1.06%
E
21.ETHA

ISHARES TR

+0.1%
Value
$51.7M
Shares
69.0K
% Port
1.05%
J

JPMORGAN CHASE & CO

+0.8%
Value
$49.6M
Shares
151.5K
% Port
1.01%
A
23.AVGO

BROADCOM INC

+4.9%
Value
$48M
Shares
127.0K
% Port
0.98%
V
24.VGES

VANGUARD INTL EQUITY INDEX F

+1.3%
Value
$45.8M
Shares
547.5K
% Port
0.93%
V
25.VGES

VANGUARD INDEX FDS

-0.0%
Value
$45M
Shares
65.5K
% Port
0.92%
S

SELECT SECTOR SPDR TR

-0.0%
Value
$44.1M
Shares
231.5K
% Port
0.90%
P
27.PANW

PALO ALTO NETWORKS INC

+10.7%
Value
$43.7M
Shares
128.2K
% Port
0.89%
C
28.CMI

CUMMINS INC

+1.4%
Value
$41.3M
Shares
57.9K
% Port
0.84%
E
29.ETHA

ISHARES TR

-24.9%
Value
$40.3M
Shares
1.77M
% Port
0.82%
M

MORGAN STANLEY

-0.7%
Value
$39.6M
Shares
189.7K
% Port
0.81%
G
31.GLD

SPDR GOLD TR

-63.7%
Value
$39.5M
Shares
107.2K
% Port
0.80%
J
32.JNJ

JOHNSON & JOHNSON

-0.8%
Value
$37.5M
Shares
147.8K
% Port
0.76%
C
33.COST

COSTCO WHOLESALE CORPORATION

+1.4%
Value
$37.5M
Shares
40.1K
% Port
0.76%
E
34.ETHA

ISHARES TR

-1.4%
Value
$36.2M
Shares
265.2K
% Port
0.74%
M
35.META

META PLATFORMS INC

-1.0%
Value
$33.4M
Shares
59.3K
% Port
0.68%
G

ALPHABET INC

-2.7%
Value
$33.3M
Shares
94.2K
% Port
0.68%
J

J P MORGAN EXCHANGE TRADED F

-3.9%
Value
$33.1M
Shares
653.5K
% Port
0.67%
?
38.N/A

ISHARES TR

+5.7%
Value
$31.9M
Shares
1.44M
% Port
0.65%
H
39.HD

HOME DEPOT INC

-0.8%
Value
$31.5M
Shares
89.4K
% Port
0.64%
T
40.TJX

TJX COS INC NEW

-1.3%
Value
$30.5M
Shares
201.0K
% Port
0.62%
T
41.TT

TRANE TECHNOLOGIES PLC

+2.2%
Value
$29.5M
Shares
60.1K
% Port
0.60%
S
42.STLD

STEEL DYNAMICS INC

-1.0%
Value
$26.5M
Shares
115.7K
% Port
0.54%
B
43.BSTZ

BLACKROCK INC

-1.4%
Value
$25.3M
Shares
26.4K
% Port
0.52%
E
44.ETN

EATON CORP PLC

-0.3%
Value
$24.3M
Shares
57.1K
% Port
0.50%
M
45.MU

MICRON TECHNOLOGY INC

-4.9%
Value
$24.2M
Shares
20.9K
% Port
0.49%
E
46.ETHA

ISHARES TR

-0.7%
Value
$23.5M
Shares
304.4K
% Port
0.48%
A
47.AMD

ADVANCED MICRO DEVICES INC

+14.9%
Value
$22.4M
Shares
38.6K
% Port
0.46%
V
48.VGES

VANGUARD TAX-MANAGED FDS

+1.4%
Value
$22.2M
Shares
311.8K
% Port
0.45%
U
49.UNH

UNITEDHEALTH GROUP INC

-0.1%
Value
$22.2M
Shares
53.4K
% Port
0.45%
?
50.N/A

ISHARES TR

-3.1%
Value
$21.5M
Shares
131.5K
% Port
0.44%