BAILARD, INC. Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$4.3T

Holdings

754

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (754 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
435,572$216.7B5.05%
2
AAPLAPPLE INC
881,294$180.8B4.21%
3
NVDANVIDIA CORPORATION
982,007$155.1B3.62%
4
SPYSPDR S&P 500 ETF TR
206,654$127.7B2.98%
5
EFAISHARES TR
1,386,025$123.9B2.89%
6
GQ9SPDR GOLD TR
317,261$96.7B2.25%
7
EEMISHARES TR
1,894,392$91.4B2.13%
8
GOOGLALPHABET INC
476,402$84.0B1.96%
9
VGTVANGUARD WORLD FD
116,052$77.0B1.79%
10
CMFISHARES TR
1,344,831$75.0B1.75%
11
GILDGILEAD SCIENCES INC
666,045$73.8B1.72%
12
AQLTISHARES TR
821,334$68.6B1.60%
13
JMUBJ P MORGAN EXCHANGE TRADED F
1,341,884$66.6B1.55%
14
JMBSJANUS DETROIT STR TR
1,418,951$63.9B1.49%
15
VTIVANGUARD INDEX FDS
202,693$61.6B1.44%
16
METAMETA PLATFORMS INC
82,225$60.7B1.41%
17
AMZNAMAZON COM INC
264,471$58.0B1.35%
18
VVISA INC
161,755$57.4B1.34%
19
VOOVANGUARD INDEX FDS
98,445$55.9B1.30%
20
NDQINVESCO QQQ TR
88,279$48.7B1.14%
21
VBRVANGUARD INDEX FDS
246,697$48.1B1.12%
22
JPMJPMORGAN CHASE & CO.
163,323$47.3B1.10%
23
IVVISHARES TR
71,189$44.2B1.03%
24
COSTCOSTCO WHSL CORP NEW
41,017$40.6B0.95%
25
JMSTJ P MORGAN EXCHANGE TRADED F
680,488$34.7B0.81%
26
VEUVANGUARD INTL EQUITY INDEX F
512,822$34.5B0.80%
27
HDHOME DEPOT INC
93,483$34.3B0.80%
28
TSMTAIWAN SEMICONDUCTOR MFG LTD
140,786$31.9B0.74%
29
NFLXNETFLIX INC
23,792$31.9B0.74%
30
AQLTISHARES TR
1,359,378$31.2B0.73%
31
AVGOBROADCOM INC
112,044$30.9B0.72%
32
DWDMORGAN STANLEY
213,830$30.1B0.70%
33
XLKSELECT SECTOR SPDR TR
118,632$30.0B0.70%
34
BLKBLACKROCK INC
28,360$29.8B0.69%
35
IJHISHARES TR
461,726$28.6B0.67%
36
TJXTJX COS INC NEW
223,184$27.6B0.64%
37
IJSISHARES TR
276,415$27.5B0.64%
38
UBERUBER TECHNOLOGIES INC
280,699$26.2B0.61%
39
SPOTSPOTIFY TECHNOLOGY S A
33,934$26.0B0.61%
40
TTTRANE TECHNOLOGIES PLC
58,490$25.6B0.60%
41
INTUINTUIT
32,461$25.6B0.60%
42
PGPROCTER AND GAMBLE CO
157,814$25.1B0.59%
43
VWOVANGUARD INTL EQUITY INDEX F
484,734$24.0B0.56%
44
JNJJOHNSON & JOHNSON
154,306$23.6B0.55%
45
UNHUNITEDHEALTH GROUP INC
74,473$23.2B0.54%
46
BSXBOSTON SCIENTIFIC CORP
205,537$22.1B0.51%
47
KLACKLA CORP
24,379$21.8B0.51%
48
QCOMQUALCOMM INC
135,010$21.5B0.50%
49
ETNEATON CORP PLC
58,755$21.0B0.49%
50
SUBISHARES TR
185,745$19.8B0.46%
51
WMWASTE MGMT INC DEL
85,544$19.6B0.46%
52
ACNACCENTURE PLC IRELAND
63,014$18.8B0.44%
53
GOOGALPHABET INC
104,086$18.5B0.43%
54
CMICUMMINS INC
55,795$18.3B0.43%
55
CBCHUBB LIMITED
62,422$18.1B0.42%
56
ORCLORACLE CORP
80,982$17.7B0.41%
57
FISVFISERV INC
100,552$17.3B0.40%
58
COPCONOCOPHILLIPS
192,766$17.3B0.40%
59
VRTXVERTEX PHARMACEUTICALS INC
38,147$17.0B0.40%
60
SPGIS&P GLOBAL INC
30,681$16.2B0.38%
61
VEAVANGUARD TAX-MANAGED FDS
276,374$15.8B0.37%
62
NOWSERVICENOW INC
15,230$15.7B0.36%
63
IGMISHARES TR
136,161$15.3B0.36%
64
ADBEADOBE INC
38,814$15.0B0.35%
65
DHRDANAHER CORPORATION
75,997$15.0B0.35%
66
BRK/BBERKSHIRE HATHAWAY INC DEL
30,785$15.0B0.35%
67
CVXCHEVRON CORP NEW
98,838$14.2B0.33%
68
AGZISHARES TR
127,218$14.0B0.33%
69
AMGNAMGEN INC
49,458$13.8B0.32%
70
VNQVANGUARD INDEX FDS
153,662$13.7B0.32%
71
IWMISHARES TR
63,361$13.7B0.32%
72
ABTABBOTT LABS
99,808$13.6B0.32%
73
IJRISHARES TR
124,073$13.6B0.32%
74
TXNTEXAS INSTRS INC
62,036$12.9B0.30%
75
PANWPALO ALTO NETWORKS INC
62,121$12.7B0.30%
76
DISDISNEY WALT CO
101,276$12.6B0.29%
77
ACWXISHARES TR
206,049$12.6B0.29%
78
MUNIPIMCO ETF TR
240,845$12.4B0.29%
79
IWRISHARES TR
131,412$12.1B0.28%
80
STLDSTEEL DYNAMICS INC
90,345$11.6B0.27%
81
AMDADVANCED MICRO DEVICES INC
80,757$11.5B0.27%
82
IGSBISHARES TR
215,228$11.4B0.26%
83
LINLINDE PLC
23,557$11.1B0.26%
84
COFCAPITAL ONE FINL CORP
51,854$11.0B0.26%
85
VOVANGUARD INDEX FDS
39,267$11.0B0.26%
86
MCDMCDONALDS CORP
37,549$11.0B0.26%
87
SYKSTRYKER CORPORATION
27,723$11.0B0.26%
88
BACBANK AMERICA CORP
230,354$10.9B0.25%
89
IGIBISHARES TR
204,185$10.9B0.25%
90
CSCOCISCO SYS INC
156,038$10.8B0.25%
91
IWNISHARES TR
66,666$10.5B0.25%
92
PLDPROLOGIS INC.
99,936$10.5B0.24%
93
PEPPEPSICO INC
78,618$10.4B0.24%
94
KOCOCA COLA CO
145,258$10.3B0.24%
95
LLYELI LILLY & CO
12,990$10.1B0.24%
96
AZNASTRAZENECA PLC
143,373$10.0B0.23%
97
ZTSZOETIS INC
64,144$10.0B0.23%
98
PNCPNC FINL SVCS GROUP INC
52,734$9.8B0.23%
99
SESEA LTD
61,081$9.8B0.23%
100
VCRVANGUARD WORLD FD
24,749$9.0B0.21%
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