BAILARD, INC. 13F Holdings

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

Filed: 2024-07-25 (Q2 2024) | Holdings: 722 | Value: $3.6B | 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 5% $(9.3M)
5.36%
$194.6M
+15.71%
+2.19%
+23.49%
AAPL - APPLE INC
Reduce 3% $(5.5M)
4.96%
$179.9M
+28.11%
+6.85%
-1.67%
QQQ - INVESCO QQQ TR
Reduce 4% $(5.7M)
3.46%
$125.5M
+33.53%
+7.23%
+23.49%
SPY - SPDR S&P 500 ETF TR
Reduce 1% $(961.6K)
3.09%
$112.0M
+27.64%
+7.44%
+18.92%
EFA - ISHARES TR
Reduce 1% $(812.0K)
2.75%
$99.8M
+25.93%
+1.90%
+16.52%
NVDA - NVIDIA CORPORATION
Add 828% ($77.8M)
2.40%
$87.1M
+50.70%
+20.95%
+52.17%
GOOGL - ALPHABET INC
Reduce 10% $(9.4M)
2.39%
$86.8M
+86.22%
-0.12%
+15.77%
GLD - SPDR GOLD TR
New Purchase
1.91%
$69.4M
+79.78%
+15.17%
+38.85%
VGT - VANGUARD WORLD FD
Reduce 4% $(2.3M)
1.76%
$63.7M
+34.75%
+7.30%
+23.92%
VTI - VANGUARD INDEX FDS
Reduce 4% $(2.5M)
1.67%
$60.8M
+27.04%
+7.05%
+18.24%
IEFA - ISHARES TR
Reduce 4% $(2.2M)
1.62%
$58.8M
+26.43%
+1.96%
+17.30%
JMBS - JANUS DETROIT STR TR
Add 6% ($3.3M)
1.58%
$57.2M
+8.50%
+0.89%
+3.94%
AMZN - AMAZON COM INC
1.39%
$50.4M
+25.39%
+4.43%
+29.05%
GILD - GILEAD SCIENCES INC
1.27%
$46.2M
+64.60%
+17.83%
+53.46%
V - VISA INC
Reduce 1% $(273.5K)
1.17%
$42.6M
+37.59%
+11.41%
+40.09%
VBR - VANGUARD INDEX FDS
Reduce 3% $(1.1M)
1.14%
$41.5M
+13.08%
+3.17%
+5.49%
META - META PLATFORMS INC
Add 19% ($6.6M)
1.12%
$40.7M
+39.35%
+24.67%
+55.13%
CMF - ISHARES TR
Add 7% ($2.8M)
1.12%
$40.5M
+4.30%
+0.45%
-0.63%
IVV - ISHARES TR
1.08%
$39.2M
+27.78%
+7.47%
+18.98%
UNH - UNITEDHEALTH GROUP INC
Reduce 1% $(306.6K)
1.08%
$39.1M
-36.99%
+1.29%
-48.67%
GOVT - ISHARES TR
Add 6% ($2.2M)
1.02%
$37.2M
+5.90%
+0.90%
+3.15%
COST - COSTCO WHSL CORP NEW
Reduce 1% $(447.9K)
0.92%
$33.3M
+8.83%
+8.92%
+14.61%
VOO - VANGUARD INDEX FDS
Reduce 2% $(707.2K)
0.88%
$32.1M
+27.78%
+7.47%
+18.99%
VEU - VANGUARD INTL EQUITY INDEX F
Reduce 2% $(725.1K)
0.85%
$30.9M
+29.13%
+3.85%
+18.08%
ADBE - ADOBE INC
Reduce 2% $(586.1K)
0.80%
$29.0M
-33.42%
-10.14%
-30.99%
IJS - ISHARES TR
Reduce 3% $(849.9K)
0.80%
$29.0M
+11.16%
+0.39%
-1.95%
HD - HOME DEPOT INC
0.78%
$28.3M
+5.01%
+14.18%
+8.82%
JPM - JPMORGAN CHASE & CO.
0.76%
$27.5M
+56.40%
+8.43%
+45.76%
MUNI - PIMCO ETF TR
Reduce 24% $(8.3M)
0.74%
$26.9M
+5.01%
+0.42%
+0.88%
XLK - SELECT SECTOR SPDR TR
Reduce 3% $(735.9K)
0.73%
$26.4M
+33.85%
+6.55%
+22.84%
MUB - ISHARES TR
Reduce 2% $(550.9K)
0.72%
$26.0M
+4.06%
+0.54%
-0.41%
PG - PROCTER AND GAMBLE CO
Reduce 7% $(1.8M)
0.69%
$25.1M
-11.82%
+1.82%
-3.69%
QCOM - QUALCOMM INC
Reduce 6% $(1.5M)
0.68%
$24.6M
+2.89%
-3.30%
-8.06%
TSM - TAIWAN SEMICONDUCTOR MFG LTD
0.67%
$24.5M
+80.58%
+18.84%
+49.43%
IBTG - ISHARES TR
Reduce 6% $(1.4M)
0.66%
$24.0M
+6.53%
+1.50%
+4.68%
TJX - TJX COS INC NEW
0.65%
$23.7M
+42.37%
+2.51%
+13.64%
DHR - DANAHER CORPORATION
Reduce 1% $(170.1K)
0.61%
$22.0M
-16.17%
-10.13%
-24.97%
KLAC - KLA CORP
Reduce 4% $(835.2K)
0.60%
$21.9M
+53.25%
-14.41%
+18.04%
COP - CONOCOPHILLIPS
0.59%
$21.3M
-9.80%
-6.43%
-9.99%
BLK - BLACKROCK INC
Reduce 1% $(172.4K)
0.58%
$21.0M
+33.44%
+17.83%
+35.66%
MS - MORGAN STANLEY
Reduce 1% $(226.3K)
0.57%
$20.8M
+77.87%
+14.63%
+40.30%
JNJ - JOHNSON & JOHNSON
Reduce 4% $(745.7K)
0.57%
$20.5M
+38.64%
+1.93%
+7.44%
ETN - EATON CORP PLC
0.56%
$20.3M
+12.44%
+15.22%
+32.29%
TT - TRANE TECHNOLOGIES PLC
0.56%
$20.2M
+21.34%
+20.42%
+45.90%
IJH - ISHARES TR
0.54%
$19.5M
+11.80%
+3.06%
+6.57%
WM - WASTE MGMT INC DEL
Reduce 5% $(1.0M)
0.50%
$18.2M
+10.14%
+4.47%
+15.53%
GOOG - ALPHABET INC
New Purchase
0.50%
$18.2M
+85.16%
-0.12%
+15.16%
VRTX - VERTEX PHARMACEUTICALS INC
New Purchase
0.50%
$18.0M
-8.33%
-3.40%
-6.55%
ACN - ACCENTURE PLC IRELAND
Reduce 1% $(163.5K)
0.46%
$16.7M
-14.59%
+11.31%
-13.43%
NFLX - NETFLIX INC
New Purchase
0.43%
$15.7M
+47.58%
+16.14%
+82.11%
AMD - ADVANCED MICRO DEVICES INC
Reduce 100%
0.00%
$0.00
IWN - ISHARES TR
Reduce 100%
0.00%
$0.00
TFI - SPDR SER TR
Reduce 100%
0.00%
$0.00
VTEB - VANGUARD MUN BD FDS
Reduce 100%
0.00%
$0.00