Bailard, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details the firm's investment portfolio, which includes a diverse range of common stocks and exchange-traded funds.
The report lists 746 distinct securities held by the firm. The largest position disclosed is in Apple Inc., with 817,787 shares. Other significant holdings include Alphabet Inc. Class A (445,618 shares), Amazon.com Inc. (270,167 shares), and Microsoft Corporation (239,000 shares). The filing also notes the inclusion of various exchange-traded funds, such as the Amplify ETF Trust ETHO Climate Leaders ETF, which holds 69,582 shares.
The filing was signed by Pavita Fleischer, the Chief Compliance Officer for Bailard, Inc., and was submitted on October 13, 2026. The company's principal executive office is located in Foster City, California.
