BAILARD, INC. 13F Holdings

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

Filed: 2024-02-02 (Q4 2023) | Holdings: 703 | Value: $3.4B | 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
MSFT - MICROSOFT CORP
Reduce 4% $(6.3M)
5.05%
$170.6M
+18.48%
-0.61%
+1.00%
AAPL - APPLE INC
Reduce 2% $(4.1M)
5.02%
$169.4M
+49.30%
-2.41%
+21.78%
QQQ - INVESCO QQQ TR
Reduce 2% $(2.3M)
3.39%
$114.4M
+44.40%
+1.63%
+21.47%
SPY - SPDR S&P 500 ETF TR
Reduce 7% $(7.7M)
2.92%
$98.6M
+41.09%
+3.89%
+22.63%
EFA - ISHARES TR
Reduce 1% $(976.1K)
2.89%
$97.4M
+35.54%
+5.65%
+8.12%
GOOGL - ALPHABET INC
Reduce 1% $(1.1M)
2.22%
$74.9M
+118.20%
+17.10%
+41.41%
GLD - SPDR GOLD TR
New Purchase
1.98%
$66.8M
+111.61%
+13.96%
+39.10%
IEFA - ISHARES TR
Add 2% ($906.0K)
1.74%
$58.8M
+36.03%
+5.51%
+8.20%
VTI - VANGUARD INDEX FDS
Reduce 2% $(898.4K)
1.72%
$58.0M
+40.38%
+3.92%
+22.70%
VGT - VANGUARD WORLD FDS
Reduce 2% $(883.3K)
1.64%
$55.3M
+50.21%
+0.73%
+20.68%
TFI - SPDR SER TR
Add 50% ($18.3M)
1.63%
$55.1M
+3.46%
-1.06%
+0.82%
GILD - GILEAD SCIENCES INC
Reduce 7% $(4.0M)
1.62%
$54.6M
+66.96%
-14.62%
+33.59%
JMBS - JANUS DETROIT STR TR
Add 4% ($1.8M)
1.56%
$52.7M
+11.01%
-1.27%
+3.32%
MUNI - PIMCO ETF TR
New Purchase
1.30%
$43.9M
+6.13%
-0.31%
+2.23%
V - VISA INC
1.26%
$42.7M
+27.25%
-3.03%
+25.62%
UNH - UNITEDHEALTH GROUP INC
Add 1% ($436.4K)
1.23%
$41.4M
-30.24%
-3.05%
+9.18%
VBR - VANGUARD INDEX FDS
Add 3% ($1.2M)
1.22%
$41.1M
+27.65%
+5.55%
+17.94%
NVDA - NVIDIA CORPORATION
Reduce 1% $(409.1K)
1.17%
$39.6M
+156.68%
+30.15%
+71.04%
AMZN - AMAZON COM INC
Add 2% ($783.9K)
1.17%
$39.4M
+32.90%
+9.41%
+39.49%
IVV - ISHARES TR
Reduce 3% $(1.0M)
1.03%
$34.8M
+41.31%
+3.91%
+22.74%
GOVT - ISHARES TR
Add 3% ($1.1M)
0.98%
$33.1M
+7.58%
-1.07%
+2.32%
IJS - ISHARES TR
Reduce 2% $(751.3K)
0.92%
$31.1M
+24.66%
+2.28%
+14.11%
VOO - VANGUARD INDEX FDS
0.90%
$30.5M
+41.30%
+3.91%
+22.74%
VEU - VANGUARD INTL EQUITY INDEX F
Reduce 7% $(2.2M)
0.90%
$30.5M
+40.05%
+6.78%
+10.08%
ADBE - ADOBE INC
Add 3% ($848.4K)
0.88%
$29.6M
-43.69%
-23.20%
-30.71%
HD - HOME DEPOT INC
Add 1% ($170.9K)
0.85%
$28.8M
+6.78%
-2.48%
+18.41%
MUB - ISHARES TR
Reduce 32% $(12.8M)
0.80%
$26.9M
+4.95%
-0.27%
+1.79%
COST - COSTCO WHSL CORP NEW
Add 1% ($286.5K)
0.77%
$26.0M
+25.66%
+4.85%
+42.16%
META - META PLATFORMS INC
Reduce 4% $(1.1M)
0.74%
$25.0M
+37.95%
-3.71%
+49.00%
PG - PROCTER AND GAMBLE CO
0.70%
$23.7M
-5.60%
+4.65%
+9.33%
JPM - JPMORGAN CHASE & CO
0.69%
$23.3M
+90.38%
+10.22%
+56.97%
JNJ - JOHNSON & JOHNSON
Reduce 2% $(472.4K)
0.69%
$23.2M
+43.64%
-3.96%
+0.04%
VTEB - VANGUARD MUN BD FDS
New Purchase
0.68%
$23.1M
+5.18%
-0.38%
+2.06%
XLK - SELECT SECTOR SPDR TR
Add 1% ($237.1K)
0.68%
$22.9M
+43.17%
-0.09%
+12.90%
BLK - BLACKROCK INC
Reduce 1% $(131.5K)
0.64%
$21.7M
+45.48%
-1.73%
+32.70%
COP - CONOCOPHILLIPS
0.63%
$21.4M
-7.83%
+11.66%
-8.17%
MS - MORGAN STANLEY
Reduce 1% $(209.3K)
0.60%
$20.2M
+117.42%
+9.15%
+63.68%
TJX - TJX COS INC NEW
Add 1% ($129.2K)
0.60%
$20.1M
+66.07%
-1.10%
+30.60%
ACN - ACCENTURE PLC IRELAND
Add 3% ($501.4K)
0.58%
$19.7M
-24.65%
-18.15%
+5.14%
QCOM - QUALCOMM INC
0.56%
$19.0M
+31.03%
+27.28%
+22.37%
DHR - DANAHER CORPORATION
Reduce 8% $(1.7M)
0.55%
$18.7M
-6.71%
+1.55%
-12.12%
IJH - ISHARES TR
Add 5% ($943.4K)
0.55%
$18.5M
+25.58%
+7.28%
+18.40%
AMD - ADVANCED MICRO DEVICES INC
New Purchase
0.51%
$17.2M
+17.70%
-15.91%
-36.19%
WM - WASTE MGMT INC DEL
Add 2% ($361.1K)
0.48%
$16.0M
+18.10%
+11.00%
+20.75%
KLAC - KLA CORP
New Purchase
0.47%
$16.0M
+100.03%
+14.95%
+22.96%
VRTX - VERTEX PHARMACEUTICALS INC
Add 2% ($369.5K)
0.46%
$15.6M
+6.36%
-5.63%
+10.68%
ETN - EATON CORP PLC
Add 2% ($375.2K)
0.46%
$15.5M
+26.37%
+19.72%
+18.54%
GOOG - ALPHABET INC
0.44%
$14.9M
+117.20%
+17.32%
+41.19%
VWO - VANGUARD INTL EQUITY INDEX F
Reduce 5% $(792.2K)
0.43%
$14.5M
+42.15%
+10.50%
+15.27%
SUB - ISHARES TR
New Purchase
0.41%
$13.8M
+5.84%
-0.01%
+2.88%
CVX - CHEVRON CORP NEW
Reduce 100%
0.00%
$0.00
PDBC - INVESCO ACTVELY MNGD ETC FD
Reduce 100%
0.00%
$0.00
CMF - ISHARES TR
Reduce 100%
0.00%
$0.00
QLTA - ISHARES TR
Reduce 100%
0.00%
$0.00
IBTE - ISHARES TR
Reduce 100%
0.00%
$0.00
VNQ - VANGUARD INDEX FDS
Reduce 100%
0.00%
$0.00