BAILARD, INC. Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$3.9T

Holdings

735

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (735 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
869,377$193.1B4.98%
2
MSFTMICROSOFT CORP
433,058$162.6B4.20%
3
SPYSPDR S&P 500 ETF TR
203,049$113.6B2.93%
4
NVDANVIDIA CORPORATION
1,020,409$110.6B2.85%
5
EFAISHARES TR
1,351,236$110.4B2.85%
6
GQ9SPDR GOLD TR
323,336$93.2B2.40%
7
BNDVANGUARD BD INDEX FDS
1,064,649$78.2B2.02%
8
GILDGILEAD SCIENCES INC
666,108$74.6B1.93%
9
GOOGLALPHABET INC
470,990$72.8B1.88%
10
CMFISHARES TR
1,152,134$64.8B1.67%
11
JMBSJANUS DETROIT STR TR
1,433,078$64.8B1.67%
12
VGTVANGUARD WORLD FD
111,687$60.6B1.56%
13
AQLTISHARES TR
793,901$60.1B1.55%
14
VTIVANGUARD INDEX FDS
213,498$58.7B1.51%
15
VVISA INC
164,116$57.5B1.48%
16
JMUBJ P MORGAN EXCHANGE TRADED F
1,095,717$54.8B1.41%
17
JMSTJ P MORGAN EXCHANGE TRADED F
1,036,968$52.7B1.36%
18
VOOVANGUARD INDEX FDS
97,847$50.3B1.30%
19
AMZNAMAZON COM INC
262,048$49.9B1.29%
20
METAMETA PLATFORMS INC
82,269$47.4B1.22%
21
VBRVANGUARD INDEX FDS
245,790$45.8B1.18%
22
NDQINVESCO QQQ TR
92,434$43.3B1.12%
23
UNHUNITEDHEALTH GROUP INC
75,875$39.7B1.03%
24
IVVISHARES TR
70,636$39.7B1.02%
25
COSTCOSTCO WHSL CORP NEW
40,187$38.0B0.98%
26
JPMJPMORGAN CHASE & CO.
150,787$37.0B0.95%
27
HDHOME DEPOT INC
89,496$32.8B0.85%
28
AQLTISHARES TR
1,384,013$31.8B0.82%
29
VEUVANGUARD INTL EQUITY INDEX F
518,295$31.4B0.81%
30
IJSISHARES TR
287,942$28.1B0.72%
31
TJXTJX COS INC NEW
223,879$27.3B0.70%
32
BLKBLACKROCK INC
27,606$26.1B0.67%
33
IJHISHARES TR
434,628$25.4B0.65%
34
PGPROCTER AND GAMBLE CO
147,922$25.2B0.65%
35
DWDMORGAN STANLEY
214,325$25.0B0.65%
36
XLKSELECT SECTOR SPDR TR
116,630$24.1B0.62%
37
TSMTAIWAN SEMICONDUCTOR MFG LTD
141,351$23.5B0.61%
38
JNJJOHNSON & JOHNSON
141,294$23.4B0.60%
39
VWOVANGUARD INTL EQUITY INDEX F
495,020$22.4B0.58%
40
SPOTSPOTIFY TECHNOLOGY S A
40,648$22.4B0.58%
41
NFLXNETFLIX INC
23,918$22.3B0.58%
42
UBERUBER TECHNOLOGIES INC
297,988$21.7B0.56%
43
FISVFISERV INC
96,163$21.2B0.55%
44
BSXBOSTON SCIENTIFIC CORP
205,262$20.7B0.53%
45
INTUINTUIT
32,525$20.0B0.52%
46
TTTRANE TECHNOLOGIES PLC
59,031$19.9B0.51%
47
WMWASTE MGMT INC DEL
85,879$19.9B0.51%
48
COPCONOCOPHILLIPS
189,021$19.9B0.51%
49
QCOMQUALCOMM INC
126,441$19.4B0.50%
50
CBCHUBB LIMITED
62,536$18.9B0.49%
51
VRTXVERTEX PHARMACEUTICALS INC
37,947$18.4B0.47%
52
ACNACCENTURE PLC IRELAND
57,258$17.9B0.46%
53
CMICUMMINS INC
56,863$17.8B0.46%
54
ADBEADOBE INC
43,891$16.8B0.43%
55
KLACKLA CORP
24,601$16.7B0.43%
56
ETNEATON CORP PLC
58,919$16.0B0.41%
57
DHRDANAHER CORPORATION
77,257$15.8B0.41%
58
BRK/BBERKSHIRE HATHAWAY INC DEL
28,654$15.3B0.39%
59
SPGIS&P GLOBAL INC
30,020$15.3B0.39%
60
IBTGISHARES TR
659,607$15.1B0.39%
61
GOOGALPHABET INC
94,724$14.8B0.38%
62
CVXCHEVRON CORP NEW
87,286$14.6B0.38%
63
AMGNAMGEN INC
46,533$14.5B0.37%
64
VEAVANGUARD TAX-MANAGED FDS
278,160$14.1B0.36%
65
VNQVANGUARD INDEX FDS
152,656$13.8B0.36%
66
AGZISHARES TR
124,926$13.7B0.35%
67
IWMISHARES TR
65,810$13.1B0.34%
68
IJRISHARES TR
125,231$13.1B0.34%
69
TXNTEXAS INSTRS INC
69,056$12.4B0.32%
70
IGMISHARES TR
135,464$12.3B0.32%
71
NOWSERVICENOW INC
15,070$12.0B0.31%
72
IWRISHARES TR
138,482$11.8B0.30%
73
ABTABBOTT LABS
88,074$11.7B0.30%
74
MCDMCDONALDS CORP
37,061$11.6B0.30%
75
ACWXISHARES TR
206,094$11.4B0.29%
76
PLDPROLOGIS INC.
102,183$11.4B0.29%
77
STLDSTEEL DYNAMICS INC
90,731$11.3B0.29%
78
PANWPALO ALTO NETWORKS INC
66,184$11.3B0.29%
79
PEPPEPSICO INC
73,876$11.1B0.29%
80
AZNASTRAZENECA PLC
149,760$11.0B0.28%
81
AVGOBROADCOM INC
65,718$11.0B0.28%
82
LINLINDE PLC
23,560$11.0B0.28%
83
ZTSZOETIS INC
65,569$10.8B0.28%
84
LLYELI LILLY & CO
13,067$10.8B0.28%
85
ORCLORACLE CORP
76,882$10.7B0.28%
86
EEMISHARES TR
245,722$10.7B0.28%
87
SYKSTRYKER CORPORATION
27,703$10.3B0.27%
88
IWNISHARES TR
66,813$10.1B0.26%
89
BACBANK AMERICA CORP
235,847$9.8B0.25%
90
KOCOCA COLA CO
131,039$9.4B0.24%
91
DISDISNEY WALT CO
94,292$9.3B0.24%
92
PNCPNC FINL SVCS GROUP INC
52,930$9.3B0.24%
93
VOVANGUARD INDEX FDS
35,912$9.3B0.24%
94
RSPINVESCO EXCHANGE TRADED FD T
53,537$9.3B0.24%
95
IGIBISHARES TR
175,638$9.2B0.24%
96
IGSBISHARES TR
166,072$8.7B0.22%
97
DYHTARGET CORP
82,753$8.6B0.22%
98
XJHISHARES TR
215,806$8.4B0.22%
99
AMDADVANCED MICRO DEVICES INC
81,527$8.4B0.22%
100
VCRVANGUARD WORLD FD
25,487$8.3B0.21%
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