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Portfolio (Quarterly) Guide ↗

PANAGORA ASSET MANAGEMENT INC

· CIK 0000883677
13F Portfolio $26.7B AUM 1,159 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 439 Added 330 Reduced 140 Exited
Page 13 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CASY CASEYS GEN STORES INC Consumer Cyclical 5,292.0 $3.9M 0.01% +1K +28.3% $727.86 +17.6%
242 MMSI MERIT MED SYS INC Healthcare 55,847.0 $3.8M 0.01% +941.0 +1.7% $68.93 -11.0%
243 FIVE FIVE BELOW INC Consumer Cyclical 16,716.0 $3.8M 0.01% +15K +1042.6% $228.48 -6.5%
244 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 217,942.0 $3.8M 0.01% +21K +10.5% $17.30 +7.9%
245 NOV NOV INC Energy 200,353.0 $3.8M 0.01% +183K +1046.5% $18.81 +8.3%
246 DKNG DRAFTKINGS INC NEW Consumer Cyclical 171,622.0 $3.7M 0.01% +124K +263.3% $21.62 +15.6%
247 IDT IDT CORP Communication Services 74,574.0 $3.7M 0.01% +627.0 +0.8% $49.10 +5.9%
248 HCSG HEALTHCARE SVCS GROUP INC Healthcare 193,251.0 $3.6M 0.01% +109K +129.9% $18.55 +14.6%
249 ECL ECOLAB INC Basic Materials 13,147.0 $3.5M 0.01% +8K +150.4% $266.02 -6.9%
250 SIGI SELECTIVE INS GROUP INC Financial Services 45,501.0 $3.4M 0.01% +43K +1737.7% $75.39 +17.0%
251 IFS INTERCORP FINL SVCS INC Financial Services 67,684.0 $3.4M 0.01% +3K +4.0% $50.20 -10.7%
252 SO SOUTHERN CO Utilities 34,882.0 $3.4M 0.01% +1K +3.4% $96.52 -4.1%
253 VIR VIR BIOTECHNOLOGY INC Healthcare 375,354.0 $3.4M 0.01% +4K +1.1% $8.96 -1.9%
254 PHR PHREESIA INC Healthcare 395,536.0 $3.3M 0.01% +90K +29.7% $8.38 +4.7%
255 PCG PG&E CORP Utilities 187,094.0 $3.3M 0.01% +133K +243.9% $17.57 -8.2%
256 CRC CALIFORNIA RES CORP Energy 47,160.0 $3.3M 0.01% +6K +14.7% $69.22 -11.7%
257 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 77,266.0 $3.2M 0.01% +5K +7.1% $41.90 -6.0%
258 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,513.0 $3.2M 0.01% +415.0 +6.8% $491.53 -10.8%
259 AMRC AMERESCO INC Industrials 125,114.0 $3.2M 0.01% +89K +246.1% $25.50 +21.6%
260 IVT INVENTRUST PPTYS CORP Real Estate 103,998.0 $3.2M 0.01% +949.0 +0.9% $30.46 +2.9%
Page 13 of 22  ·  439 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 12.2%
Healthcare 10.0%
Consumer Cyclical 9.0%
Communication Services 9.0%
Industrials 8.8%
Consumer Defensive 5.2%
Energy 4.6%
Basic Materials 3.3%
Utilities 3.0%