Bailard, Inc. Incresed Positions in Q2 2025

Bailard, Inc.

  • $4.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.02K
+ 142.44%
$390.26 - $489.06 $1.57M - $1.97M
6.85K $2.78M
BSX
Boston Scientific Corp

Healthcare
275
+ 0.13%
$89.7 - $107.41 $24.7K - $29.5K
206K $22.1M
AMAT
Applied Materials Inc

Technology
333
+ 1.21%
$126.95 - $183.52 $42.3K - $61.1K
27.8K $5.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.55K
+ 6.53%
$55.54 - $69.09 $308K - $383K
90.5K $6.25M
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.0%
$200.21 - $256.99 $200 - $257
23.3K $5.85M
ACN
Accenture PLC

Technology
5.76K
+ 10.05%
$279.23 - $323.21 $1.61M - $1.86M
63K $18.8M
MUB
Ishares National Muni Bond ETF

ETFs
9.59K
+ 17.63%
$102.31 - $105.8 $981K - $1.01M
64K $6.68M
UNP
Union Pacific Corp

Industrials
4.5K
+ 31.92%
$208.27 - $238.46 $938K - $1.07M
18.6K $4.28M
SPGI
S&P Global Inc.

Financial Services
661
+ 2.2%
$438.31 - $527.29 $290K - $349K
30.7K $16.2M
C
Citigroup Inc

Financial Services
167
+ 0.26%
$58.13 - $85.12 $9.71K - $14.2K
64.4K $5.48M
PWR
Quanta Services, Inc.

Industrials
1.06K
+ 28.96%
$239.47 - $381.26 $254K - $405K
4.73K $1.79M
EMR
Emerson Electric CO

Industrials
366
+ 1.1%
$94.15 - $133.33 $34.5K - $48.8K
33.7K $4.49M
RELX
Relx PLC

Communication Services
13.7K
+ 116.97%
$45.31 - $55.66 $620K - $761K
25.4K $1.38M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
6.45K
+ 6.23%
$34.17 - $42.88 $220K - $277K
110K $4.72M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.79K
+ 2.08%
$33.46 - $41.33 $127K - $157K
186K $7.71M
VIS
Vanguard Industrial ETF

ETFs
714
+ 4.85%
$220.04 - $280.07 $157K - $200K
15.4K $4.32M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
400
+ 2.17%
$224.16 - $285.86 $89.7K - $114K
18.9K $5.39M
SYK
Stryker Corp

Healthcare
20
+ 0.07%
$337.37 - $395.63 $6.75K - $7.91K
27.7K $11M
SBUX
Starbucks Corp

Consumer Cyclical
8.46K
+ 35.58%
$79.69 - $99.41 $674K - $841K
32.2K $2.95M
FR
First Industrial Realty Trust Inc

Real Estate
12.9K
+ 221.64%
$43.07 - $54.05 $555K - $696K
18.7K $900K
VB
Vanguard Small Cap ETF

ETFs
127
+ 0.36%
$193.73 - $237.37 $24.6K - $30.1K
35.2K $8.35M
SHBI
Shore Bancshares Inc

Financial Services
33.4K
+ 215.48%
$11.78 - $15.72 $393K - $525K
48.9K $768K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.89K
+ 2.37%
$35.9 - $43.76 $104K - $127K
125K $5.39M
FISV
Fiserv Inc

Technology
4.39K
+ 4.56%
N/A
101K $12.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
34
+ 0.15%
$113.67 - $150.4 $3.86K - $5.11K
22K $3.31M
REZI
Resideo Technologies, Inc.

Industrials
20.5K
+ 150.74%
$14.69 - $22.46 $301K - $460K
34.1K $752K
IGRO
Ishares Tr International Divid

ETFs
1.31K
+ 2.12%
$66.32 - $80.17 $87K - $105K
63.2K $4.98M
ELV
Elevance Health, Inc.

Healthcare
1.42K
+ 79.25%
$372.27 - $452.69 $529K - $643K
3.21K $1.25M
EMCR
Xtrackers Em Carbon Reduction

ETFs
4.32K
+ 3.97%
$25.98 - $32.46 $112K - $140K
113K $3.66M
AAXJ
Ishares Msci All Country Asia

ETFs
264
+ 0.55%
$65.0 - $82.89 $17.2K - $21.9K
48.5K $4.01M
UMH
Umh Properties, Inc.

Real Estate
27.7K
+ 162.94%
$16.36 - $18.82 $453K - $521K
44.7K $750K
XLF
Financial Sector Spdr

ETFs
1.26K
+ 0.92%
$43.92 - $52.37 $55.3K - $66K
139K $7.26M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
350
+ 5.49%
$468.22 - $566.51 $164K - $198K
6.73K $3.81M
GE
General Electric CO

Industrials
879
+ 29.38%
$166.81 - $257.39 $147K - $226K
3.87K $996K
VOX
Vanguard Communication Service

ETFs
1.2K
+ 14.97%
$133.12 - $171.03 $160K - $205K
9.22K $1.58M
VDC
Vanguard Consumer Staples ETF

ETFs
1.52K
+ 9.83%
$204.89 - $224.73 $311K - $341K
17K $3.71M
SANM
Sanmina Corp

Technology
2.7K
+ 100.0%
$67.3 - $98.07 $182K - $265K
5.4K $528K
XLE
Energy Sector Spdr

ETFs
4.75K
+ 49.41%
$76.44 - $94.13 $363K - $447K
14.4K $1.22M
HOG
Harley Davidson, Inc.

Consumer Cyclical
14.8K
+ 76.98%
$20.82 - $25.94 $308K - $384K
34K $803K
CBL
Cbl & Associates Properties Inc

Real Estate
13K
+ 107.44%
$22.42 - $27.27 $291K - $355K
25.1K $637K
KRT
Karat Packaging Inc.

Consumer Cyclical
9.49K
+ 75.46%
$23.78 - $31.98 $226K - $303K
22.1K $621K
AGZ
Ishares Agency Bond ETF

ETFs
2.29K
+ 1.83%
$108.32 - $109.92 $248K - $252K
127K $14M
SMBK
Smartfinancial Inc.

Financial Services
7.29K
+ 58.68%
$27.11 - $33.78 $197K - $246K
19.7K $665K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
453
+ 1.51%
$73.02 - $90.22 $33.1K - $40.9K
30.5K $2.72M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.25K
+ 11.22%
$86.93 - $109.64 $108K - $137K
12.3K $1.35M
MCK
Mckesson Corp

Healthcare
192
+ 9.4%
$652.83 - $732.78 $125K - $141K
2.24K $1.64M
WBS
Webster Financial Corp

Financial Services
4.1K
+ 60.24%
$41.76 - $54.91 $171K - $225K
10.9K $595K
PLDR
Putnam ETF Tr Putnam Sustainab

ETFs
2.02K
+ 3.46%
$27.09 - $33.77 $54.8K - $68.3K
60.5K $2.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
100
+ 3.13%
$320.42 - $424.58 $32K - $42.5K
3.3K $1.4M
Activity Summary
Buys All Purchases 379 New Holdings 126 Increased Positions 253 Sells All Sells 281 Reductions 281 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bailard, Inc. Portfolio

Follow Bailard, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bailard, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bailard, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email