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Institutional

BAILARD, INC.

CIK 0000750641
$4.35B
Reported AUM
736
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · BAILARD, INC. · Q1 2026

AI · grounded in 13F

BAILARD, INC. closed its position in VTIP, reducing its exposure by $26.6M. The fund established new positions in IBTI for $30.3M and AZN for $15.5M. Additionally, the fund accumulated shares in BIL and JMST, while trimming holdings in QQQ and IBTG.

Portfolio · Q1 2026

AAPLNVDAMSFTSPYGOOGLGLDEFAGILDBILOther$2.83BBI

Top holdings· first 500 of 736

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$338.19-0.56%67.77%128.17%$208.4M4.79%HELD
2NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$157.0M3.61%HELD
3MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$155.9M3.58%HELD
4SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%20.48%75.54%$131.0M3.01%HELD
5GOOGLALPHABET INC$336.710.90%76.51%132.04%$127.2M2.92%HELD
6GLDSPDR GOLD TR$371.080.46%19.49%117.67%$127.0M2.92%HELD
7EFAISHARES TR$103.37-0.50%23.09%50.81%$123.8M2.85%HELD
8GILDGILEAD SCIENCES INC$132.73-1.18%21.77%121.51%$101.9M2.34%HELD
9BILSPDR SERIES TRUST$91.640.01%3.70%18.93%$93.1M2.14%HELD
10VGTVANGUARD WORLD FD$108.20-2.41%28.92%109.69%$79.2M1.82%HELD
11JMTGJ P MORGAN EXCHANGE TRADED F$50.11-0.32%4.10%5.06%$74.3M1.71%HELD
12IEFAISHARES TR$96.23-0.54%22.68%48.50%$73.4M1.69%HELD
13CMFISHARES TR$56.59-0.26%4.66%2.19%$70.2M1.61%HELD
14VTIVANGUARD INDEX FDS$360.42-1.52%21.10%68.36%$63.9M1.47%HELD
15AMZNAMAZON COM INC$226.65-1.82%7.50%33.03%$55.2M1.27%HELD
16VBRVANGUARD INDEX FDS$245.01-1.25%28.14%56.49%$55.1M1.27%HELD
17GOVTISHARES TR$22.50-0.35%1.50%-4.07%$53.9M1.24%HELD
18VVISA INC$368.730.58%9.62%67.02%$46.2M1.06%HELD
19IVVISHARES TR$733.12-1.49%20.42%75.78%$45.0M1.03%HELD
20JPMJPMORGAN CHASE & CO$344.71-3.53%25.84%153.16%$44.2M1.02%HELD
21TSMTAIWAN SEMICONDUCTOR MANUFAC$374.67-4.50%61.05%241.53%$40.7M0.94%HELD
22VEUVANGUARD INTL EQUITY INDEX F$80.63-1.13%24.78%48.26%$40.6M0.93%HELD
23QQQINVESCO QQQ TR$661.73-2.04%22.54%83.19%$39.6M0.91%HELD
24COSTCOSTCO WHOLESALE CORPORATION$974.030.77%2.82%125.57%$39.4M0.91%HELD
25VOOVANGUARD INDEX FDS$670.63-1.52%18.74%73.44%$39.2M0.90%HELD
26AVGOBROADCOM INC$370.32-2.78%31.81%734.42%$37.5M0.86%HELD
27IBTGISHARES TR$22.890.00%3.74%4.15%$36.8M0.85%HELD
28JNJJOHNSON & JOHNSON$265.53-0.45%64.28%77.25%$36.4M0.84%HELD
29METAMETA PLATFORMS INC$585.61-1.31%-20.62%57.79%$34.3M0.79%HELD
30JMUBJ P MORGAN EXCHANGE TRADED F$49.85-0.18%4.50%4.99%$34.0M0.78%HELD
31TJXTJX COS INC NEW$161.630.52%$32.5M0.75%HELD
32IJSISHARES TR$135.86-1.01%$31.9M0.73%HELD
33MSMORGAN STANLEY$203.13-3.99%$31.4M0.72%HELD
34XLKSELECT SECTOR SPDR TR$166.57-2.64%$30.8M0.71%HELD
35CMICUMMINS INC$606.00-5.55%$30.7M0.71%HELD
36IBTIISHARES TR$22.100.09%$30.3M0.70%HELD
37HDHOME DEPOT INC$338.27-1.80%$29.7M0.68%HELD
38KLACKLA CORP$170.19-10.80%$28.8M0.66%HELD
39GOOGALPHABET INC$335.760.95%$27.8M0.64%HELD
40BLKBLACKROCK INC$1079.19-1.67%$25.7M0.59%HELD
41CVXCHEVRON CORPORATION$191.862.28%$25.6M0.59%HELD
42TTTRANE TECHNOLOGIES PLC$446.80-4.94%$24.5M0.56%HELD
43COPCONOCOPHILLIPS$118.063.47%$23.6M0.54%HELD
44NFLXNETFLIX INC.$73.631.71%$23.3M0.53%HELD
45IGIBISHARES TR$52.27-0.34%$23.2M0.53%HELD
46UBERUBER TECHNOLOGIES INC$71.200.65%$21.1M0.48%HELD
47STLDSTEEL DYNAMICS INC$252.34-2.85%$21.0M0.48%HELD
48IJHISHARES TR$74.73-1.71%$20.7M0.48%HELD
49ETNEATON CORP PLC$361.88-6.31%$20.5M0.47%HELD
50PGPROCTER & GAMBLE CO$146.10-1.87%$19.8M0.46%HELD
51VEAVANGUARD TAX-MANAGED FDS$68.95-0.93%$19.7M0.45%HELD
52CBCHUBB LTD SWITZ$361.90-0.44%$19.6M0.45%HELD
53SUBISHARES TR$106.03-0.01%$18.6M0.43%HELD
54PANWPALO ALTO NETWORKS INC$314.15-1.52%$18.6M0.43%HELD
55WMWASTE MGMT INC DEL$236.60-1.17%$18.3M0.42%HELD
56AMGNAMGEN INC$387.64-1.39%$17.5M0.40%HELD
57JMSTJ P MORGAN EXCHANGE TRADED F$50.930.08%$17.2M0.39%HELD
58SPOTSPOTIFY TECHNOLOGY S A$524.012.43%$17.1M0.39%HELD
59VWOVANGUARD INTL EQUITY INDEX F$56.92-1.42%$17.0M0.39%HELD
60VRTXVERTEX PHARMACEUTICALS INC$483.33-1.44%$16.9M0.39%HELD
61IGMISHARES TR$146.20-2.21%$16.1M0.37%HELD
62NOWSERVICENOW INC$115.764.65%$15.6M0.36%HELD
63AZNASTRAZENECA PLC$173.300.48%$15.5M0.36%HELD
64IJRISHARES TR$144.32-1.36%$15.1M0.35%HELD
65UNHUNITEDHEALTH GROUP INC$420.57-1.92%$14.4M0.33%HELD
66INTUINTUIT$333.136.43%$14.1M0.32%HELD
67ACWXISHARES TR$73.17-1.04%$14.1M0.32%HELD
68EEMISHARES TR$61.07-2.07%$14.1M0.32%HELD
69BRK/BBERKSHIRE HATHAWAY INC DEL$13.9M0.32%HELD
70SPGIS&P GLOBAL INC$419.64-1.11%$13.5M0.31%HELD
71VLOVALERO ENERGY CORP$301.320.82%$13.5M0.31%HELD
72BSXBOSTON SCIENTIFIC CORP$46.04-0.04%$13.4M0.31%HELD
73EXPEEXPEDIA GROUP INC$304.272.87%$13.1M0.30%HELD
74DHRDANAHER CORP DEL$196.49-1.29%$12.9M0.30%HELD
75IWNISHARES TR$221.60-1.12%$12.8M0.30%HELD
76IWRISHARES TR$109.58-1.03%$12.6M0.29%HELD
77LLYELI LILLY & CO$1210.02-0.87%$12.4M0.29%HELD
78AGZISHARES TR$108.52-0.09%$12.4M0.29%HELD
79QCOMQUALCOMM INC$155.68-4.42%$12.3M0.28%HELD
80PEPPEPSICO INC$143.500.45%$12.3M0.28%HELD
81ACNACCENTURE PLC IRELAND$173.175.17%$12.3M0.28%HELD
82CSCOCISCO SYS INC$112.48-2.68%$12.0M0.28%HELD
83PLDPROLOGIS INC.$145.47-1.12%$11.7M0.27%HELD
84EFAXSPDR INDEX SHS FDS$53.51-0.59%$11.7M0.27%HELD
85ABBVABBVIE INC$263.300.04%$11.6M0.27%HELD
86MCDMCDONALDS CORP$271.52-0.55%$11.5M0.26%HELD
87VOVANGUARD INDEX FDS$80.62-0.90%$11.4M0.26%HELD
88KOCOCA COLA CO$89.080.92%$11.4M0.26%HELD
89BACBANK AMERICA CORP$61.07-2.48%$11.1M0.25%HELD
90LINLINDE PLC$511.170.00%$11.0M0.25%HELD
91TXNTEXAS INSTRS INC$271.30-2.08%$10.8M0.25%HELD
92CATCATERPILLAR INC$782.71-6.91%$10.7M0.25%HELD
93IBTKISHARES TR$19.42-0.05%$10.6M0.24%HELD
94ASMLASML HLDG NV$1550.69-2.04%$10.0M0.23%HELD
95MUNIPIMCO ETF TR$51.84-0.10%$9.9M0.23%HELD
96XJHISHARES TR$50.77-1.72%$9.9M0.23%HELD
97AMATAPPLIED MATLS INC$436.45-8.40%$9.5M0.22%HELD
98IWMISHARES TR$288.57-1.64%$9.3M0.21%HELD
99DISDISNEY WALT CO$98.48-0.41%$9.2M0.21%HELD
100PEVERPURE INC$69.25-5.12%$9.2M0.21%HELD
101SCHFSCHWAB STRATEGIC TR$9.1M0.21%HELD
102ABTABBOTT LABORATORIES$8.8M0.20%HELD
103COFCAPITAL ONE FINL CORP$8.8M0.20%HELD
104VCRVANGUARD WORLD FD$8.5M0.20%HELD
105LRCXLAM RESEARCH CORP$8.5M0.19%HELD
106ESMLISHARES TR$8.4M0.19%HELD
107SYKSTRYKER CORPORATION$8.2M0.19%HELD
108ADBEADOBE INC$8.2M0.19%HELD
109VNQVANGUARD INDEX FDS$8.2M0.19%HELD
110PNCPNC FINL SVCS GROUP INC$8.0M0.18%HELD
111LHXL3HARRIS TECHNOLOGIES INC$8.0M0.18%HELD
112DMXFISHARES TR$7.9M0.18%HELD
113XOMEXXON MOBIL CORP$7.7M0.18%HELD
114CCITIGROUP INC$7.5M0.17%HELD
115MUMICRON TECHNOLOGY INC$7.4M0.17%HELD
116SYYSYSCO CORP$7.3M0.17%HELD
117VXUSVANGUARD STAR FDS$7.2M0.16%HELD
118AMDADVANCED MICRO DEVICES INC$6.8M0.16%HELD
119IQLTISHARES TR$6.6M0.15%HELD
120NDAQNASDAQ INC$6.5M0.15%HELD
121XLFSELECT SECTOR SPDR TR$6.4M0.15%HELD
122VHTVANGUARD WORLD FD$6.3M0.15%HELD
123NEENEXTERA ENERGY INC$6.3M0.15%HELD
124IGROISHARES TR$6.3M0.15%HELD
125ZTSZOETIS INC$6.2M0.14%HELD
126DDOGDATADOG INC$6.1M0.14%HELD
127EMXFISHARES TR$6.1M0.14%HELD
128IWOISHARES TR$6.0M0.14%HELD
129AXPAMERICAN EXPRESS CO$5.8M0.13%HELD
130CRWDCROWDSTRIKE HLDGS INC$5.6M0.13%HELD
131SCHXSCHWAB STRATEGIC TR$5.5M0.13%HELD
132CDNSCADENCE DESIGN SYSTEM INC$5.4M0.12%HELD
133SPTISPDR SERIES TRUST$5.2M0.12%HELD
134SHOPSHOPIFY INC$5.1M0.12%HELD
135KGCKINROSS GOLD CORP$5.1M0.12%HELD
136SCHWSCHWAB CHARLES CORP$5.0M0.11%HELD
137HONHONEYWELL INTL INC$4.9M0.11%HELD
138IGSBISHARES TR$4.9M0.11%HELD
139ESGEISHARES INC$4.9M0.11%HELD
140ALLALLSTATE CORP$4.8M0.11%HELD
141GSGOLDMAN SACHS GROUP INC$4.7M0.11%HELD
142NOCNORTHROP GRUMMAN CORP$4.7M0.11%HELD
143APPAPPLOVIN CORP$4.7M0.11%HELD
144ORCLORACLE CORP$4.7M0.11%HELD
145VISVANGUARD WORLD FD$4.7M0.11%HELD
146EMREMERSON ELEC CO$4.6M0.11%HELD
147AFLAFLAC INC$4.6M0.11%HELD
148NYFISHARES TR$4.6M0.10%HELD
149SESEA LTD$4.6M0.10%HELD
150AAXJISHARES TR$4.6M0.10%HELD
151EMCRDBX ETF TR$4.5M0.10%HELD
152SOSOUTHERN CO$4.5M0.10%HELD
153ANETARISTA NETWORKS INC$4.5M0.10%HELD
154JMBSJANUS DETROIT STR TR$4.5M0.10%HELD
155ETHOAMPLIFY ETF TR$4.4M0.10%HELD
156RSPINVESCO EXCHANGE TRADED FD T$4.4M0.10%HELD
157MDLZMONDELEZ INTL INC$4.4M0.10%HELD
158LNGCHENIERE ENERGY INC$4.3M0.10%HELD
159BROSDUTCH BROS INC$4.2M0.10%HELD
160IAUISHARES GOLD TR$4.1M0.10%HELD
161IUSVISHARES TR$4.1M0.09%HELD
162BKBANK NEW YORK MELLON CORP$4.0M0.09%HELD
163ADPAUTOMATIC DATA PROCESSING IN$3.9M0.09%HELD
164VIGVANGUARD SPECIALIZED FUNDS$3.9M0.09%HELD
165MCHPMICROCHIP TECHNOLOGY INC.$3.9M0.09%HELD
166DSIISHARES TR$3.9M0.09%HELD
167MDYVSPDR SERIES TRUST$3.8M0.09%HELD
168UNPUNION PAC CORP$3.8M0.09%HELD
169ITWILLINOIS TOOL WKS INC$3.8M0.09%HELD
170WMTWALMART INC$3.8M0.09%HELD
171REETISHARES TR$3.7M0.09%HELD
172MDYSTATE STR SPDR S&P MIDCAP 40$3.7M0.09%HELD
173EVRGEVERGY INC$3.7M0.08%HELD
174SLYVSPDR SERIES TRUST$3.6M0.08%HELD
175GLWCORNING INC$3.6M0.08%HELD
176SNASNAP ON INC$3.6M0.08%HELD
177VDCVANGUARD WORLD FD$3.5M0.08%HELD
178ESGDISHARES TR$3.5M0.08%HELD
179PHYSSPROTT ASSET MANAGEMENT LP$3.5M0.08%HELD
180IUSGISHARES TR$3.4M0.08%HELD
181IBMINTERNATIONAL BUSINESS MACHS$3.4M0.08%HELD
182MRVLMARVELL TECHNOLOGY INC$3.4M0.08%HELD
183XJRISHARES TR$3.4M0.08%HELD
184HIIHUNTINGTON INGALLS INDS INC$3.3M0.08%HELD
185NKENIKE INC$3.3M0.08%HELD
186EOGEOG RES INC$3.3M0.08%HELD
187INTCINTEL CORP$3.3M0.08%HELD
188TMOTHERMO FISHER SCIENTIFIC INC$3.3M0.08%HELD
189AZOAUTOZONE INC$3.3M0.07%HELD
190NTRNUTRIEN LTD$3.3M0.07%HELD
191SUSAISHARES TR$3.2M0.07%HELD
192APDAIR PRODUCTS AND CHEMICALS I$3.2M0.07%HELD
193TTWOTAKE-TWO INTERACTIVE SOFTWAR$3.1M0.07%HELD
194HIGHARTFORD INSURANCE GROUP INC$3.1M0.07%HELD
195VTEBVANGUARD MUN BD FDS$3.1M0.07%HELD
196IGFISHARES TR$3.1M0.07%HELD
197TELTE CONNECTIVITY PLC$3.0M0.07%HELD
198MRKMERCK & CO INC$2.9M0.07%HELD
199FITBFIFTH THIRD BANCORP$2.9M0.07%HELD
200BABOEING CO$2.8M0.06%HELD
201CRMSALESFORCE INC$2.8M0.06%HELD
202TGTTARGET CORP$2.8M0.06%HELD
203SBUXSTARBUCKS CORP$2.8M0.06%HELD
204MPCMARATHON PETE CORP$2.7M0.06%HELD
205VTVANGUARD INTL EQUITY INDEX F$2.7M0.06%HELD
206CAHCARDINAL HEALTH INC$2.6M0.06%HELD
207CMCSACOMCAST CORP NEW$2.6M0.06%HELD
208REGNREGENERON PHARMACEUTICALS$2.6M0.06%HELD
209GEVGE VERNOVA INC$2.5M0.06%HELD
210XYLXYLEM INC$2.4M0.06%HELD
211VBVANGUARD INDEX FDS$2.4M0.06%HELD
212NINISOURCE INC$2.4M0.06%HELD
213MUBISHARES TR$2.3M0.05%HELD
214UPSUNITED PARCEL SVCS INC$2.3M0.05%HELD
215MAMASTERCARD INCORPORATED$2.3M0.05%HELD
216SAPSAP SE$2.3M0.05%HELD
217WMT2WELLS FARGO & CO$2.3M0.05%HELD
218LOWLOWES COS INC$2.2M0.05%HELD
219SPTSSPDR SERIES TRUST$2.2M0.05%HELD
220BBAGJ P MORGAN EXCHANGE TRADED F$2.2M0.05%HELD
221DEDEERE & CO$2.2M0.05%HELD
222JHGJANUS HENDERSON GROUP PLC$2.2M0.05%HELD
223HUBSHUBSPOT INC$2.2M0.05%HELD
224TSLATESLA INC$2.1M0.05%HELD
225IVWISHARES TR$2.1M0.05%HELD
226PLDRPUTNAM ETF TRUST$2.1M0.05%HELD
227RRYDER SYS INC$2.1M0.05%HELD
228DGROISHARES TR$2.1M0.05%HELD
229OEFISHARES TR$2.1M0.05%HELD
230PRUPRUDENTIAL FINL INC$2.0M0.05%HELD
231NVSNOVARTIS AG$2.0M0.05%HELD
232LYBLYONDELLBASELL INDUSTRIES NV$2.0M0.05%HELD
233SCHASCHWAB STRATEGIC TR$2.0M0.05%HELD
234FROGJFROG LTD$2.0M0.05%HELD
235MCKMCKESSON CORP$1.9M0.04%HELD
236WELLWELLTOWER INC$1.9M0.04%HELD
237PEGPUBLIC SVC ENTERPRISE GROUP$1.9M0.04%HELD
238VZVERIZON COMMUNICATIONS INC$1.9M0.04%HELD
239ECLECOLAB INC$1.9M0.04%HELD
240MUFGMITSUBISHI UFJ FINANCIAL GRO$1.9M0.04%HELD
241QUREQUANTA SVCS INC$1.8M0.04%HELD
242GWWWW GRAINGER INC$1.8M0.04%HELD
243QUALISHARES TR$1.8M0.04%HELD
244COHRCOHERENT CORP$1.8M0.04%HELD
245EBAYEBAY INC.$1.7M0.04%HELD
246ROKUROKU INC$1.7M0.04%HELD
247LINCLINCOLN EDL SVCS CORP$1.7M0.04%HELD
248EAELECTRONIC ARTS INC$1.7M0.04%HELD
249SCHESCHWAB STRATEGIC TR$1.7M0.04%HELD
250SCHGSCHWAB STRATEGIC TR$1.7M0.04%HELD
251VOXVANGUARD WORLD FD$1.7M0.04%HELD
252SPIBSPDR SERIES TRUST$1.7M0.04%HELD
253IVEISHARES TR$1.6M0.04%HELD
254XLESELECT SECTOR SPDR TR$1.6M0.04%HELD
255CITHE CIGNA GROUP$1.6M0.04%HELD
256ORAORMAT TECHNOLOGIES INC$1.6M0.04%HELD
257ESGVVANGUARD WORLD FD$1.6M0.04%HELD
258AJGGALLAGHER ARTHUR J & CO$1.6M0.04%HELD
259RSRELIANCE INC$1.6M0.04%HELD
260XELXCEL ENERGY INC$1.6M0.04%HELD
261TSMETHRIVENT ETF TRUST$1.6M0.04%HELD
262CWISPDR INDEX SHS FDS$1.6M0.04%HELD
263ITUBITAU UNIBANCO HLDG S A$1.6M0.04%HELD
264CASYCASEYS GEN STORES INC$1.5M0.04%HELD
265CBRECBRE GROUP INC$1.5M0.03%HELD
266OTISOTIS WORLDWIDE CORP$1.5M0.03%HELD
267MNSTMONSTER BEVERAGE CORP NEW$1.5M0.03%HELD
268IEMGISHARES INC$1.5M0.03%HELD
269XLRESELECT SECTOR SPDR TR$1.5M0.03%HELD
270TTETOTALENERGIES SE$1.5M0.03%HELD
271VPUVANGUARD WORLD FD$1.4M0.03%HELD
272EQIXEQUINIX INC$1.4M0.03%HELD
273SCHBSCHWAB STRATEGIC TR$1.4M0.03%HELD
274CECOCECO ENVIRONMENTAL CORP$1.4M0.03%HELD
275VNTVONTIER CORPORATION$1.4M0.03%HELD
276SNYSANOFI SA$1.4M0.03%HELD
277IWDISHARES TR$1.4M0.03%HELD
278UNMUNUM GROUP$1.4M0.03%HELD
279NTAPNETAPP INC$1.4M0.03%HELD
280ICFISHARES TR$1.3M0.03%HELD
281ELVELEVANCE HEALTH INC FORMERLY$1.3M0.03%HELD
282IWFISHARES TR$1.3M0.03%HELD
283FASTFASTENAL CO$1.3M0.03%HELD
284XLVSELECT SECTOR SPDR TR$1.3M0.03%HELD
285NSCNORFOLK SOUTHN CORP$1.3M0.03%HELD
286AMXAMERICA MOVIL SAB DE CV$1.3M0.03%HELD
287TRVTRAVELERS COMPANIES INC$1.3M0.03%HELD
288PLTRPALANTIR TECHNOLOGIES INC$1.3M0.03%HELD
289ITRIITRON INC$1.3M0.03%HELD
290XLCSELECT SECTOR SPDR TR$1.2M0.03%HELD
291STXSEAGATE TECHNOLOGY HLDNGS PL$1.2M0.03%HELD
292VGITVANGUARD SCOTTSDALE FDS$1.2M0.03%HELD
293RTXRTX CORPORATION$1.2M0.03%HELD
294BKNGBOOKING HOLDINGS INC$1.2M0.03%HELD
295AYIACUITY INC$1.2M0.03%HELD
296IDXXIDEXX LABS INC$1.2M0.03%HELD
297SONSONOCO PRODS CO$1.2M0.03%HELD
298PFEPFIZER INC$1.2M0.03%HELD
299UBSUBS GROUP AG$1.2M0.03%HELD
300RIORIO TINTO PLC$1.2M0.03%HELD
301EXCEXELON CORP$1.2M0.03%HELD
302BNSBANK NOVA SCOTIA B C$1.2M0.03%HELD
303GDGENERAL DYNAMICS CORP$1.1M0.03%HELD
304ALKALASKA AIR GROUP INC$1.1M0.03%HELD
305PNRPENTAIR PLC$1.1M0.03%HELD
306BBYBEST BUY INC$1.1M0.03%HELD
307XLYSELECT SECTOR SPDR TR$1.1M0.03%HELD
308NULVNUSHARES ETF TR$1.1M0.03%HELD
309VFHVANGUARD WORLD FD$1.1M0.03%HELD
310SONYSONY GROUP CORP$1.1M0.03%HELD
311WDCWESTERN DIGITAL CORP$1.1M0.03%HELD
312HOGHARLEY DAVIDSON INC$1.1M0.03%HELD
313DGXQUEST DIAGNOSTICS INC$1.1M0.02%HELD
314AMTAMERICAN TOWER CORP$1.1M0.02%HELD
315SNPSSYNOPSYS INC$1.1M0.02%HELD
316ADSKAUTODESK INC$1.1M0.02%HELD
317DJPBARCLAYS BANK PLC$1.1M0.02%HELD
318FRFIRST INDL RLTY TR INC$1.1M0.02%HELD
319ALLYALLY FINL INC$1.1M0.02%HELD
320HASIHA SUSTAINABLE INFRA CAP INC$1.0M0.02%HELD
321GEGE AEROSPACE$1.0M0.02%HELD
322GSKGSK PLC$1.0M0.02%HELD
323NGGNATIONAL GRID PLC$1.0M0.02%HELD
324DNOWDNOW INC$1.0M0.02%HELD
325IWSISHARES TR$1.0M0.02%HELD
326EWEDWARDS LIFESCIENCES CORP$984K0.02%HELD
327SBRASABRA HEALTH CARE REIT INC$975K0.02%HELD
328CMGCHIPOTLE MEXICAN GRILL INC$966K0.02%HELD
329BHPBHP BILLITON LIMITED$954K0.02%HELD
330TMTOYOTA MOTOR CORP$948K0.02%HELD
331IXUSISHARES TR$934K0.02%HELD
332RELYREMITLY GLOBAL INC$932K0.02%HELD
333CSTMCONSTELLIUM SE$932K0.02%HELD
334IBBISHARES TR$922K0.02%HELD
335BXBLACKSTONE INC$914K0.02%HELD
336NXTNEXTPOWER INC$911K0.02%HELD
337NCLHNORWEGIAN CRUISE LINE HLDGS$899K0.02%HELD
338DBDDIEBOLD NIXDORF INC$890K0.02%HELD
339ACWIISHARES TR$887K0.02%HELD
340FRMEFIRST MERCHANTS CORP$879K0.02%HELD
341MBWMMERCANTILE BK CORP$879K0.02%HELD
342VSSVANGUARD INTL EQUITY INDEX F$878K0.02%HELD
343OUTOUTFRONT MEDIA INC$877K0.02%HELD
344PARRPAR PAC HOLDINGS INC$877K0.02%HELD
345SCHDSCHWAB STRATEGIC TR$876K0.02%HELD
346BANRBANNER CORP$874K0.02%HELD
347BRXBRIXMOR PPTY GROUP INC$870K0.02%HELD
348TMPTOMPKINS FINL CORP$867K0.02%HELD
349BKUBANKUNITED INC$867K0.02%HELD
350INGING GROEP N.V.$863K0.02%HELD
351NNNNNN REIT INC$862K0.02%HELD
352DANDANA INC$861K0.02%HELD
353THFFFIRST FINANCIAL CORPORATION$860K0.02%HELD
354CBLCBL & ASSOC PPTYS INC$857K0.02%HELD
355RELXRELX PLC$854K0.02%HELD
356KRNYKEARNY FINL CORP MD$852K0.02%HELD
357DIASTATE STR SPDR DOW JONES IND$848K0.02%HELD
358IBCPINDEPENDENT BK CORP MICH$848K0.02%HELD
359ORRFORRSTOWN FINL SVCS INC$844K0.02%HELD
360EHABUSDENHABIT INC$838K0.02%HELD
361VYMVANGUARD WHITEHALL FDS$832K0.02%HELD
362VIOVVANGUARD ADMIRAL FDS INC$831K0.02%HELD
363DRHDIAMONDROCK HOSPITALITY CO$829K0.02%HELD
364SMBKSMARTFINANCIAL INC$828K0.02%HELD
365CVSCVS HEALTH CORP$827K0.02%HELD
366GPORGULFPORT ENERGY CORP$822K0.02%HELD
367SHBISHORE BANCSHARES INC$821K0.02%HELD
368NTBBANK OF N T BUTTERFIELD & SO$817K0.02%HELD
369OPLNOPENLANE INC$816K0.02%HELD
370VDEVANGUARD WORLD FD$815K0.02%HELD
371IRMIRON MTN INC DEL$811K0.02%HELD
372DECKDECKERS OUTDOOR CORP$809K0.02%HELD
373ENSENERSYS$807K0.02%HELD
374RMBSRAMBUS INC DEL$807K0.02%HELD
375EFSCENTERPRISE FINL SVCS CORP$806K0.02%HELD
376CRCRANE COMPANY$806K0.02%HELD
377BWABORGWARNER INC$806K0.02%HELD
378EEEXCELERATE ENERGY INC$802K0.02%HELD
379UNFIUNITED NAT FOODS INC$798K0.02%HELD
380PRLBPROTO LABS INC$797K0.02%HELD
381NSITINSIGHT ENTERPRISES INC$794K0.02%HELD
382EEMAISHARES INC$792K0.02%HELD
383VVVANGUARD INDEX FDS$791K0.02%HELD
384AXONAXON ENTERPRISE INC$786K0.02%HELD
385HUMHUMANA INC$781K0.02%HELD
386XLISELECT SECTOR SPDR TR$774K0.02%HELD
387WSFSWSFS FINL CORP$772K0.02%HELD
388PRDOPERDOCEO ED CORP$767K0.02%HELD
389ULUNILEVER PLC$764K0.02%HELD
390TBBKBANCORP INC DEL$763K0.02%HELD
391MYRGMYR GROUP INC$762K0.02%HELD
392BKRBAKER HUGHES COMPANY$762K0.02%HELD
393LPGDORIAN LPG LTD$759K0.02%HELD
394STSENSATA TECHNOLOGIES HLDG PL$758K0.02%HELD
395MDPEDIATRIX MEDICAL GROUP INC$755K0.02%HELD
396HLMNHILLMAN SOLUTIONS CORP$755K0.02%HELD
397DLXDELUXE CORP MEDIUM TERM NTS$755K0.02%HELD
398DHTDHT HOLDINGS INC$755K0.02%HELD
399FNDCSCHWAB STRATEGIC TR$754K0.02%HELD
400REZIRESIDEO TECHNOLOGIES INC$753K0.02%HELD
401CENTACENTRAL GARDEN & PET CO$749K0.02%HELD
402PPGPPG INDS INC$745K0.02%HELD
403ACIWACI WORLDWIDE INC$742K0.02%HELD
404NWNNORTHWEST NAT HLDG CO$741K0.02%HELD
405CNOCNO FINL GROUP INC$740K0.02%HELD
406NTCTNETSCOUT SYS INC$738K0.02%HELD
407MHOM/I HOMES INC$735K0.02%HELD
408ASTEASTEC INDS INC$732K0.02%HELD
409NFGNATIONAL FUEL GAS CO$732K0.02%HELD
410VSTVISTRA CORP$731K0.02%HELD
411IYRISHARES TR$730K0.02%HELD
412TTEKTETRA TECH INC NEW$729K0.02%HELD
413HO1HOLOGIC INC$728K0.02%HELD
414VAWVANGUARD WORLD FD$728K0.02%HELD
415MODMODINE MFG CO$726K0.02%HELD
416CMCCOMMERCIAL METALS CO$725K0.02%HELD
417PLUSEPLUS INC$722K0.02%HELD
418TMHCTAYLOR MORRISON HOME CORP$722K0.02%HELD
419GTESGATES INDL CORP PLC$721K0.02%HELD
420WHRWHIRLPOOL CORP$720K0.02%HELD
421SMFGSUMITOMO MITSUI FIN GRP INC$719K0.02%HELD
422BRK/ABERKSHIRE HATHAWAY INC DEL$718K0.02%HELD
423CECELANESE CORP DEL$717K0.02%HELD
424DFUVDIMENSIONAL ETF TRUST$715K0.02%HELD
425AVAAVISTA CORP$714K0.02%HELD
426NOVNOV INC$709K0.02%HELD
427CPFCENTRAL PAC FINL CORP$698K0.02%HELD
428HCSGHEALTHCARE SVCS GROUP INC$696K0.02%HELD
429LAURLAUREATE ED INC$677K0.02%HELD
430VXFVANGUARD INDEX FDS$673K0.02%HELD
431SPSBSPDR SERIES TRUST$666K0.02%HELD
432SCCOSOUTHERN COPPER CORP$657K0.02%HELD
433MITTTPG MTG INVTS TR INC$653K0.02%HELD
434NMRKNEWMARK GROUP INC$652K0.01%HELD
435CSXCSX CORP$651K0.01%HELD
436NHINATIONAL HEALTH INVS INC$639K0.01%HELD
437DOCNDIGITALOCEAN HLDGS INC$636K0.01%HELD
438JCIJOHNSON CONTROLS INTERNATION$632K0.01%HELD
439IWPISHARES TR$632K0.01%HELD
440BABAALIBABA GROUP HLDG LTD$631K0.01%HELD
441FETFORUM ENERGY TECHNOLOGIES IN$628K0.01%HELD
442SCHLSCHOLASTIC CORP$625K0.01%HELD
443MGKVANGUARD WORLD FD$625K0.01%HELD
444GICGLOBAL INDUSTRIAL COMPANY$624K0.01%HELD
445SANMSANMINA CORP$620K0.01%HELD
446XLUSELECT SECTOR SPDR TR$618K0.01%HELD
447NWENORTHWESTERN ENERGY GROUP IN$615K0.01%HELD
448UPWKUPWORK INC$615K0.01%HELD
449UPSTUPSTART HLDGS INC$613K0.01%HELD
450MFGMIZUHO FINANCIAL GROUP INC$612K0.01%HELD
451SCLSTEPAN CO$605K0.01%HELD
452MGCVANGUARD WORLD FD$602K0.01%HELD
453OREALTY INCOME CORP$600K0.01%HELD
454SKYWSKYWEST INC$597K0.01%HELD
455AWKAMERICAN WTR WKS CO INC NEW$596K0.01%HELD
456IJJISHARES TR$581K0.01%HELD
457ECPGENCORE CAP GROUP INC$575K0.01%HELD
458ASBASSOCIATED BANC-CORP$574K0.01%HELD
459SBHSALLY BEAUTY HLDGS INC$572K0.01%HELD
460KLICKULICKE & SOFFA INDS INC$572K0.01%HELD
461EEMXSPDR INDEX SHS FDS$570K0.01%HELD
462BNLBROADSTONE NET LEASE INC$561K0.01%HELD
463FDPFRESH DEL MONTE PRODUCE INC$552K0.01%HELD
464SEMSELECT MED HLDGS CORP$542K0.01%HELD
465NCSMNCS MULTISTAGE HLDGS INC$537K0.01%HELD
466SHOSUNSTONE HOTEL INVS INC NEW$535K0.01%HELD
467MTGMGIC INVT CORP WIS$535K0.01%HELD
468FNDASCHWAB STRATEGIC TR$530K0.01%HELD
469CHECHEMED CORP NEW$529K0.01%HELD
470WMBWILLIAMS COS INC$528K0.01%HELD
471KRTKARAT PACKAGING INC$527K0.01%HELD
472BAHBOOZ ALLEN HAMILTON HLDG COR$523K0.01%HELD
473ZSZSCALER INC$519K0.01%HELD
474CMRECOSTAMARE INC$516K0.01%HELD
475BHBBAR HBR BANKSHARES$516K0.01%HELD
476BBVABANCO BILBAO VIZCAYA ARGENTA$516K0.01%HELD
477TWITITAN INTL INC ILL$512K0.01%HELD
478PDDPDD HOLDINGS INC$512K0.01%HELD
479RBLXROBLOX CORP$511K0.01%HELD
480BNBROOKFIELD CORP$511K0.01%HELD
481AIIAMERICAN INTEGRITY INS GROUP$507K0.01%HELD
482WABWABTEC$502K0.01%HELD
483MRPMILLROSE PPTYS INC$499K0.01%HELD
484IWCISHARES TR$498K0.01%HELD
485FGDLFRANKLIN TEMPLETON HOLDINGS$497K0.01%HELD
486SNCYSUN CTRY AIRLS HLDGS INC$497K0.01%HELD
487IEFISHARES TR$497K0.01%HELD
488VUGVANGUARD INDEX FDS$497K0.01%HELD
489ACMRACM RESH INC$495K0.01%HELD
490CALIBLACKROCK ETF TRUST II$493K0.01%HELD
491HRTGHERITAGE INSURANCE HLDGS INC$490K0.01%HELD
492BFHBREAD FINANCIAL HOLDINGS INC$487K0.01%HELD
493BUFCAB ACTIVE ETFS INC$486K0.01%HELD
494GEFGREIF INC$483K0.01%HELD
495VNQIVANGUARD INTL EQUITY INDEX F$480K0.01%HELD
496ZIONZIONS BANCORPORATION NATL AS$479K0.01%HELD
497GRCGORMAN RUPP CO$472K0.01%HELD
498VTVVANGUARD INDEX FDS$472K0.01%HELD
499SJMSMUCKER J M CO$470K0.01%HELD
500AMGAFFILIATED MANAGERS GROUP$464K0.01%HELD

Source: SEC EDGAR · accession 0001172661-26-001642. 13F discloses long positions only — shorts, foreign equities, and options are excluded.