BAILARD, INC. 13F Holdings

Holdings from the most recent 13F from BAILARD, INC.

Filed: 2023-05-08 (Q1 2023) | Holdings: 710 | Value: $2.8B | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
AAPL - APPLE INC
5.31%
$148.3M
+62.99%
+3.11%
+7.23%
MSFT - MICROSOFT CORP
4.88%
$136.2M
+58.68%
+4.85%
+34.97%
SPY - SPDR S&P 500 ETF TR
Add 334% ($65.7M)
3.06%
$85.4M
+71.35%
+8.82%
+28.35%
EFA - ISHARES TR
2.77%
$77.2M
+42.44%
+0.47%
+12.82%
GLD - SPDR GOLD TR
Reduce 2% $(1.5M)
2.73%
$76.3M
+110.21%
-5.49%
+15.33%
BIL - SPDR SER TR
Add 1% ($554.3K)
2.61%
$72.8M
+13.12%
+1.28%
+5.38%
GOOGL - ALPHABET INC
Add 2% ($881.6K)
2.00%
$55.9M
+187.51%
+19.62%
+56.80%
IEFA - ISHARES TR
Add 1% ($653.5K)
1.99%
$55.4M
+42.64%
+0.60%
+12.41%
VTI - VANGUARD INDEX FDS
1.94%
$54.2M
+70.44%
+9.21%
+28.30%
TFI - SPDR SER TR
Reduce 44% $(40.0M)
1.82%
$50.9M
+5.84%
-0.95%
+1.57%
CMF - ISHARES TR
Add 20% ($7.9M)
1.66%
$46.4M
+7.83%
-0.45%
+2.79%
JMBS - JANUS DETROIT STR TR
Add 1% ($421.6K)
1.66%
$46.2M
+12.17%
-1.51%
+0.33%
VGT - VANGUARD WORLD FDS
1.62%
$45.2M
+99.06%
+10.95%
+34.92%
GOVT - ISHARES TR
Reduce 9% $(4.0M)
1.47%
$41.1M
+7.29%
-2.10%
-1.08%
V - VISA INC
Add 4% ($1.3M)
1.32%
$36.8M
+53.66%
+3.96%
+21.48%
UNH - UNITEDHEALTH GROUP INC
Add 3% ($1.1M)
1.30%
$36.2M
-26.99%
+2.30%
+4.47%
MUB - ISHARES TR
Add 67% ($14.2M)
1.27%
$35.4M
+7.67%
-0.54%
+2.69%
VBR - VANGUARD INDEX FDS
Reduce 24% $(10.0M)
1.15%
$32.0M
+48.80%
+12.38%
+25.90%
IVV - ISHARES TR
Reduce 2% $(566.5K)
1.08%
$30.1M
+71.76%
+8.86%
+28.48%
IJS - ISHARES TR
Reduce 1% $(307.0K)
1.04%
$28.9M
+37.55%
+11.23%
+15.44%
VEU - VANGUARD INTL EQUITY INDEX F
Add 4% ($1.2M)
1.01%
$28.3M
+46.68%
+1.84%
+12.99%
QQQ - INVESCO QQQ TR
0.99%
$27.6M
+93.45%
+14.41%
+37.88%
AMZN - AMAZON COM INC
Add 4% ($1000.0K)
0.90%
$25.1M
+114.44%
+30.69%
+79.65%
SUB - ISHARES TR
Reduce 28% $(9.3M)
0.87%
$24.4M
+8.16%
-0.10%
+2.34%
HD - HOME DEPOT INC
0.86%
$23.9M
+34.66%
+15.52%
+24.63%
NVDA - NVIDIA CORPORATION
Reduce 3% $(706.9K)
0.85%
$23.6M
+506.13%
+47.27%
+207.19%
PG - PROCTER AND GAMBLE CO
Reduce 1% $(267.2K)
0.84%
$23.5M
-2.37%
+1.30%
+9.27%
COP - CONOCOPHILLIPS
Add 1% ($164.8K)
0.75%
$20.9M
+4.23%
+17.73%
+27.47%
JNJ - JOHNSON & JOHNSON
0.73%
$20.4M
+42.28%
+7.81%
-4.51%
QCOM - QUALCOMM INC
0.72%
$20.1M
+77.28%
+9.70%
+73.07%
MS - MORGAN STANLEY
Add 1% ($194.0K)
0.71%
$19.9M
+131.18%
+5.20%
+21.60%
DHR - DANAHER CORPORATION
Add 2% ($303.2K)
0.69%
$19.2M
+9.16%
+8.22%
+20.29%
COST - COSTCO WHSL CORP NEW
Add 2% ($321.5K)
0.69%
$19.2M
+84.73%
+12.62%
+61.42%
ADBE - ADOBE SYSTEMS INCORPORATED
Add 1% ($107.9K)
0.67%
$18.6M
+4.07%
+50.01%
+40.92%
QLTA - ISHARES TR
0.65%
$18.2M
+13.04%
-0.58%
+2.62%
XLK - SELECT SECTOR SPDR TR
Reduce 1% $(127.6K)
0.65%
$18.0M
+94.63%
+12.07%
+37.33%
IBTE - ISHARES TR
New Purchase
0.59%
$16.5M
+0.48%
+4.56%
JPM - JPMORGAN CHASE & CO
Add 2% ($329.9K)
0.59%
$16.4M
+148.50%
+13.92%
+49.15%
BMY - BRISTOL-MYERS SQUIBB CO
Add 2% ($293.3K)
0.57%
$15.9M
-13.38%
-10.06%
-31.38%
META - META PLATFORMS INC
New Purchase
0.56%
$15.5M
+180.05%
+31.86%
+105.62%
TXN - TEXAS INSTRS INC
Add 3% ($425.6K)
0.54%
$15.0M
+19.35%
+3.83%
+17.85%
BLK - BLACKROCK INC
Add 3% ($415.5K)
0.52%
$14.5M
+81.90%
+9.10%
+26.92%
PEP - PEPSICO INC
Reduce 2% $(333.6K)
0.50%
$14.1M
-14.78%
-4.43%
-5.43%
ACN - ACCENTURE PLC IRELAND
Add 2% ($227.5K)
0.50%
$14.0M
+7.96%
+18.90%
+18.40%
TGT - TARGET CORP
Add 3% ($399.0K)
0.50%
$13.9M
-31.22%
-15.55%
+9.07%
STLD - STEEL DYNAMICS INC
New Purchase
0.49%
$13.6M
+84.09%
+8.25%
+41.08%
TJX - TJX COS INC NEW
Add 3% ($436.0K)
0.48%
$13.4M
+107.10%
+11.01%
+28.25%
AMD - ADVANCED MICRO DEVICES INC
New Purchase
0.47%
$13.2M
+122.13%
+16.42%
+60.60%
WM - WASTE MGMT INC DEL
Add 2% ($232.8K)
0.47%
$13.0M
+32.27%
-4.58%
+25.89%
CMI - CUMMINS INC
Add 1% ($118.0K)
0.46%
$13.0M
+148.27%
+9.62%
+38.23%
IJH - ISHARES TR
Reduce 100%
0.00%
$0.00
IWN - ISHARES TR
Reduce 100%
0.00%
$0.00
PFE - PFIZER INC
Reduce 100%
0.00%
$0.00
HZNP - HORIZON THERAPEUTICS PUB L
Reduce 100%
0.00%
$0.00