BAILARD, INC. 13F Holdings

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

Filed: 2025-05-02 (Q1 2025) | Holdings: 735 | Value: $3.9B | 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
Add 3% ($5.1M)
4.98%
$193.1M
+37.48%
+0.25%
MSFT - MICROSOFT CORP
Add 2% ($3.1M)
4.20%
$162.6M
+11.14%
+23.97%
SPY - SPDR S&P 500 ETF TR
2.93%
$113.6M
NVDA - NVIDIA CORPORATION
Add 28% ($24.4M)
2.85%
$110.6M
+55.04%
+59.44%
EFA - ISHARES TR
Add 209% ($74.7M)
2.85%
$110.4M
+13.66%
+4.18%
GLD - SPDR GOLD TR
Reduce 1% $(683.5K)
2.40%
$93.2M
BND - VANGUARD BD INDEX FDS
New Purchase
2.02%
$78.2M
GILD - GILEAD SCIENCES INC
Reduce 1% $(762.1K)
1.93%
$74.6M
+17.72%
+11.19%
GOOGL - ALPHABET INC
1.88%
$72.8M
CMF - ISHARES TR
Add 8% ($5.0M)
1.67%
$64.8M
+5.02%
+0.89%
JMBS - JANUS DETROIT STR TR
Reduce 3% $(1.9M)
1.67%
$64.8M
+5.45%
+2.32%
VGT - VANGUARD WORLD FD
Reduce 2% $(1.1M)
1.56%
$60.6M
+34.30%
+22.72%
IEFA - ISHARES TR
Reduce 1% $(499.4K)
1.55%
$60.1M
+14.17%
+5.18%
VTI - VANGUARD INDEX FDS
Reduce 4% $(2.2M)
1.51%
$58.7M
+22.15%
+12.59%
V - VISA INC
Add 2% ($1.3M)
1.48%
$57.5M
JMUB - J P MORGAN EXCHANGE TRADED F
Add 49% ($18.0M)
1.41%
$54.8M
+4.40%
+0.87%
JMST - J P MORGAN EXCHANGE TRADED F
Add 21% ($9.1M)
1.36%
$52.7M
+2.07%
+1.10%
VOO - VANGUARD INDEX FDS
Add 9% ($4.1M)
1.30%
$50.3M
+21.95%
+12.54%
AMZN - AMAZON COM INC
Reduce 2% $(1.1M)
1.29%
$49.9M
+21.27%
+13.48%
META - META PLATFORMS INC
1.22%
$47.4M
+9.12%
+31.42%
VBR - VANGUARD INDEX FDS
Add 4% ($1.7M)
1.18%
$45.8M
QQQ - INVESCO QQQ TR
Reduce 64% $(76.2M)
1.12%
$43.3M
+26.91%
+16.54%
UNH - UNITEDHEALTH GROUP INC
Add 1% ($304.3K)
1.03%
$39.7M
-12.62%
-39.19%
IVV - ISHARES TR
1.02%
$39.7M
+21.95%
+12.54%
COST - COSTCO WHSL CORP NEW
Add 3% ($1.2M)
0.98%
$38.0M
-11.97%
-5.04%
JPM - JPMORGAN CHASE & CO.
Add 4% ($1.5M)
0.95%
$37.0M
HD - HOME DEPOT INC
Add 3% ($972.7K)
0.85%
$32.8M
+1.15%
+5.81%
GOVT - ISHARES TR
Add 49% ($10.4M)
0.82%
$31.8M
+3.06%
+1.66%
VEU - VANGUARD INTL EQUITY INDEX F
Reduce 6% $(2.1M)
0.81%
$31.4M
+16.99%
+6.19%
IJS - ISHARES TR
Reduce 6% $(1.7M)
0.72%
$28.1M
+26.79%
+8.50%
TJX - TJX COS INC NEW
Add 3% ($894.3K)
0.70%
$27.3M
+21.97%
+0.33%
BLK - BLACKROCK INC
Add 2% ($606.7K)
0.67%
$26.1M
IJH - ISHARES TR
Add 5% ($1.3M)
0.65%
$25.4M
+16.19%
+8.45%
PG - PROCTER AND GAMBLE CO
Add 1% ($221.7K)
0.65%
$25.2M
-9.99%
-5.66%
MS - MORGAN STANLEY
0.65%
$25.0M
XLK - SELECT SECTOR SPDR TR
0.62%
$24.1M
+34.21%
+22.34%
TSM - TAIWAN SEMICONDUCTOR MFG LTD
0.61%
$23.5M
+64.36%
+33.91%
JNJ - JOHNSON & JOHNSON
Add 5% ($1.0M)
0.60%
$23.4M
+38.08%
+10.11%
VWO - VANGUARD INTL EQUITY INDEX F
Reduce 1% $(226.5K)
0.58%
$22.4M
+16.09%
+7.05%
SPOT - SPOTIFY TECHNOLOGY S A
New Purchase
0.58%
$22.4M
-4.90%
+4.77%
NFLX - NETFLIX INC
0.58%
$22.3M
-14.61%
+5.04%
UBER - UBER TECHNOLOGIES INC
New Purchase
0.56%
$21.7M
+2.48%
+6.48%
FI - FISERV INC
Reduce 1% $(210.2K)
0.55%
$21.2M
BSX - BOSTON SCIENTIFIC CORP
New Purchase
0.53%
$20.7M
-11.44%
+2.15%
INTU - INTUIT
New Purchase
0.52%
$20.0M
+6.72%
+24.62%
TT - TRANE TECHNOLOGIES PLC
Add 2% ($324.5K)
0.51%
$19.9M
WM - WASTE MGMT INC DEL
New Purchase
0.51%
$19.9M
COP - CONOCOPHILLIPS
New Purchase
0.51%
$19.9M
QCOM - QUALCOMM INC
0.50%
$19.4M
+31.09%
+7.30%
CB - CHUBB LIMITED
New Purchase
0.49%
$18.9M
CMI - CUMMINS INC
Reduce 100%
0.00%
$0.00
GOOG - ALPHABET INC
Reduce 100%
0.00%
$0.00
ETN - EATON CORP PLC
Reduce 100%
0.00%
$0.00
DHR - DANAHER CORPORATION
Reduce 100%
0.00%
$0.00
ACN - ACCENTURE PLC IRELAND
Reduce 100%
0.00%
$0.00
IWN - ISHARES TR
Reduce 100%
0.00%
$0.00
QLTA - ISHARES TR
Reduce 100%
0.00%
$0.00
ADBE - ADOBE INC
Reduce 100%
0.00%
$0.00