BAILARD, INC. Q2 2023 Filing

Filed July 20, 2023

Portfolio Value

$2.9T

Holdings

683

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (683 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
881,381$171.0B5.98%
2
MSFTMICROSOFT CORP
464,935$158.3B5.54%
3
NDQINVESCO QQQ TR
298,507$110.3B3.86%
4
SPYSPDR S&P 500 ETF TR
215,099$95.3B3.33%
5
EFAISHARES TR
1,092,416$79.2B2.77%
6
GOOGLALPHABET INC
536,513$64.2B2.25%
7
VTIVANGUARD INDEX FDS
259,244$57.1B2.00%
8
AQLTISHARES TR
827,453$55.9B1.95%
9
VGTVANGUARD WORLD FDS
116,952$51.7B1.81%
10
JMBSJANUS DETROIT STR TR
1,006,049$46.0B1.61%
11
CMFISHARES TR
770,548$43.9B1.53%
12
VVISA INC
158,830$37.7B1.32%
13
TFISPDR SER TR
804,605$37.1B1.30%
14
AQLTISHARES TR
1,613,100$36.9B1.29%
15
UNHUNITEDHEALTH GROUP INC
75,105$36.1B1.26%
16
IVVISHARES TR
80,129$35.7B1.25%
17
SUBISHARES TR
339,647$35.3B1.24%
18
VBRVANGUARD INDEX FDS
209,752$34.7B1.21%
19
NVDANVIDIA CORPORATION
81,035$34.3B1.20%
20
MUBISHARES TR
319,041$34.1B1.19%
21
AMZNAMAZON COM INC
242,020$31.5B1.10%
22
VEUVANGUARD INTL EQUITY INDEX F
548,327$29.8B1.04%
23
IJSISHARES TR
313,310$29.8B1.04%
24
HDHOME DEPOT INC
79,348$24.6B0.86%
25
ADBEADOBE SYSTEMS INCORPORATED
47,068$23.0B0.80%
26
PGPROCTER AND GAMBLE CO
151,031$22.9B0.80%
27
JNJJOHNSON & JOHNSON
133,088$22.0B0.77%
28
COSTCOSTCO WHSL CORP NEW
39,038$21.0B0.74%
29
XLKSELECT SECTOR SPDR TR
117,901$20.5B0.72%
30
METAMETA PLATFORMS INC
70,923$20.4B0.71%
31
DWDMORGAN STANLEY
224,525$19.2B0.67%
32
DHRDANAHER CORPORATION
79,777$19.1B0.67%
33
COPCONOCOPHILLIPS
184,421$19.1B0.67%
34
JPMJPMORGAN CHASE & CO
125,981$18.3B0.64%
35
QLTAISHARES TR
386,973$18.3B0.64%
36
BLKCHFBLACKROCK INC
25,720$17.8B0.62%
37
TJXTJX COS INC NEW
202,741$17.2B0.60%
38
QCOMQUALCOMM INC
142,199$16.9B0.59%
39
AMDADVANCED MICRO DEVICES INC
135,183$15.4B0.54%
40
ACNACCENTURE PLC IRELAND
47,877$14.8B0.52%
41
TXNTEXAS INSTRS INC
81,304$14.6B0.51%
42
PEPPEPSICO INC
77,768$14.4B0.50%
43
WMWASTE MGMT INC DEL
80,146$13.9B0.49%
44
KLACKLA CORP
27,437$13.3B0.47%
45
CMICUMMINS INC
53,793$13.2B0.46%
46
ETNEATON CORP PLC
64,199$12.9B0.45%
47
GOOGALPHABET INC
106,436$12.9B0.45%
48
VRTXVERTEX PHARMACEUTICALS INC
36,375$12.8B0.45%
49
VWOVANGUARD INTL EQUITY INDEX F
314,541$12.8B0.45%
50
IJHISHARES TR
48,326$12.6B0.44%
51
PLDPROLOGIS INC.
99,885$12.2B0.43%
52
NFLXNETFLIX INC
27,465$12.1B0.42%
53
SPGIS&P GLOBAL INC
28,934$11.6B0.41%
54
CVXCHEVRON CORP NEW
73,162$11.5B0.40%
55
IGMISHARES TR
29,004$11.4B0.40%
56
IJRISHARES TR
114,206$11.4B0.40%
57
BMYBRISTOL-MYERS SQUIBB CO
177,375$11.3B0.40%
58
MCDMCDONALDS CORP
37,533$11.2B0.39%
59
VNQVANGUARD INDEX FDS
131,733$11.0B0.38%
60
DYHTARGET CORP
82,683$10.9B0.38%
61
ACWXISHARES TR
220,181$10.8B0.38%
62
STLDSTEEL DYNAMICS INC
96,622$10.5B0.37%
63
VEAVANGUARD TAX-MANAGED FDS
222,675$10.3B0.36%
64
IWRISHARES TR
140,583$10.3B0.36%
65
BRK/BBERKSHIRE HATHAWAY INC DEL
29,679$10.1B0.35%
66
NOWSERVICENOW INC
17,640$9.9B0.35%
67
INTUINTUIT
20,575$9.4B0.33%
68
FISVFISERV INC
74,636$9.4B0.33%
69
UNPUNION PAC CORP
45,794$9.4B0.33%
70
ZTSZOETIS INC
53,244$9.2B0.32%
71
SYYSYSCO CORP
122,324$9.1B0.32%
72
LINLINDE PLC
23,757$9.1B0.32%
73
TTTRANE TECHNOLOGIES PLC
47,247$9.0B0.32%
74
AZNASTRAZENECA PLC
125,432$9.0B0.31%
75
AMGNAMGEN INC
39,772$8.8B0.31%
76
REGNREGENERON PHARMACEUTICALS
11,840$8.5B0.30%
77
CBCHUBB LIMITED
41,779$8.0B0.28%
78
DISDISNEY WALT CO
89,630$8.0B0.28%
79
PFEPFIZER INC
217,889$8.0B0.28%
80
VOOVANGUARD INDEX FDS
19,611$8.0B0.28%
81
VCRVANGUARD WORLD FDS
27,765$7.9B0.27%
82
AVYAVERY DENNISON CORP
44,618$7.7B0.27%
83
ABTABBOTT LABS
70,289$7.7B0.27%
84
VHTVANGUARD WORLD FDS
31,120$7.6B0.27%
85
SONYSONY GROUP CORPORATION
84,274$7.6B0.27%
86
BACBANK AMERICA CORP
262,438$7.5B0.26%
87
UBERUBER TECHNOLOGIES INC
172,989$7.5B0.26%
88
MDTMEDTRONIC PLC
82,489$7.3B0.25%
89
CVSCVS HEALTH CORP
101,920$7.0B0.25%
90
ESMLISHARES TR
196,056$7.0B0.24%
91
SPSBSPDR SER TR
236,059$6.9B0.24%
92
XJHISHARES TR
193,424$6.9B0.24%
93
SBUXSTARBUCKS CORP
66,971$6.6B0.23%
94
LLYLILLY ELI & CO
14,142$6.6B0.23%
95
NEENEXTERA ENERGY INC
88,941$6.6B0.23%
96
VLOVALERO ENERGY CORP
55,490$6.5B0.23%
97
DC4DEXCOM INC
50,568$6.5B0.23%
98
LHXL3HARRIS TECHNOLOGIES INC
32,906$6.4B0.23%
99
CSCOCISCO SYS INC
123,378$6.4B0.22%
100
BWABORGWARNER INC
130,334$6.4B0.22%
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