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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 20 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BOOM DMC GLOBAL INC Energy 85,538.0 $446K 0.00% +3K +3.1% $5.21 +33.0%
382 BLDR BUILDERS FIRSTSOURCE INC Industrials 5,376.0 $443K 0.00% +2K +80.4% $82.33 -19.4%
383 FVCB FVCBANKCORP INC Financial Services 29,030.0 $441K 0.00% +9K +42.0% $15.19 +1.8%
384 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 47,328.0 $441K 0.00% +349.0 +0.7% $9.31 -10.1%
385 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 21,099.0 $433K 0.00% +183.0 +0.9% $20.53 -20.8%
386 HLLY HOLLEY INC Consumer Cyclical 136,984.0 $421K 0.00% +6K +4.8% $3.07 -13.0%
387 CTRN CITI TRENDS INC Consumer Cyclical 9,623.0 $417K 0.00% +3K +50.7% $43.32 -6.4%
388 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,259.0 $408K 0.00% +15.0 +0.7% $180.83 +8.7%
389 WBS WEBSTER FINL CORP Financial Services 5,868.0 $407K 0.00% +468.0 +8.7% $69.42 +3.3%
390 ANGLOGOLD ASHANTI PLC 4,110.0 $400K 0.00% +1K +40.7% $97.36
391 AM ANTERO MIDSTREAM CORP Energy 16,991.0 $387K 0.00% +363.0 +2.2% $22.80 -1.9%
392 MFIN MEDALLION FINANCIAL CORP Financial Services 44,915.0 $384K 0.00% +7K +19.0% $8.56 +12.5%
393 NRDS NERDWALLET INC Financial Services 36,282.0 $377K 0.00% +3K +9.9% $10.38 -22.4%
394 THG HANOVER INS GROUP INC Financial Services 2,033.0 $352K 0.00% +27.0 +1.4% $173.35 +14.0%
395 CSL CARLISLE COS INC Industrials 1,049.0 $350K 0.00% +31.0 +3.0% $333.62 -0.0%
396 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,837.0 $332K 0.00% +68.0 +2.5% $117.06 -7.7%
397 ZNTL ZENTALIS PHARMACEUTICALS INC Healthcare 139,690.0 $327K 0.00% +53K +61.2% $2.34 +55.1%
398 CUBE CUBESMART Real Estate 8,860.0 $325K 0.00% +288.0 +3.4% $36.65 +6.2%
399 BURL BURLINGTON STORES INC Consumer Cyclical 991.0 $322K 0.00% +51.0 +5.4% $325.38 -12.1%
400 KEX KIRBY CORP Industrials 2,350.0 $312K 0.00% +179.0 +8.2% $132.88 +10.4%
Page 20 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%