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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 4 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CX CEMEX SA EURO MTN BE 144A Basic Materials 3,773,349.0 $43.2M 0.16% +599K +18.9% $11.44 +9.8%
62 FLEX FLEXTRONICS INTL LTD Technology 618,799.0 $40.5M 0.15% +588K +1896.6% $65.46 +110.6%
63 CIEN CIENA CORP Technology 100,464.0 $39.0M 0.15% +6K +6.9% $388.23 +35.1%
64 G GENPACT LIMITED Technology 1,029,626.0 $38.4M 0.14% +62K +6.4% $37.25 -22.0%
65 MRSH MARSH & MCLENNAN COS INC Financial Services 220,161.0 $38.2M 0.14% +192K +669.0% $173.45 -7.1%
66 TJX TJX COS INC NEW Consumer Cyclical 234,928.0 $37.5M 0.14% +148K +171.3% $159.70 -7.7%
67 CDE COEUR MNG INC Basic Materials 1,996,496.0 $37.5M 0.14% +107K +5.7% $18.77 -6.8%
68 ILMN ILLUMINA INC Healthcare 301,815.0 $37.2M 0.14% +299K +10000.0% $123.26 +15.6%
69 THC TENET HEALTHCARE CORP Healthcare 189,356.0 $35.7M 0.13% +2K +1.3% $188.71 +4.2%
70 TER TERADYNE INC Technology 118,921.0 $35.3M 0.13% +20K +20.1% $296.46 +14.0%
71 BAP CREDICORP LTD Financial Services 101,596.0 $34.5M 0.13% +36K +54.3% $339.18 -10.4%
72 BLOCK INC 563,240.0 $33.9M 0.13% +548K +3649.7% $60.18
73 ACN ACCENTURE PLC IRELAND Technology 169,609.0 $33.6M 0.13% +118K +227.7% $198.29 -10.5%
74 WAB WABTEC Industrials 133,995.0 $33.5M 0.12% +18K +15.8% $249.91 +5.6%
75 XEL XCEL ENERGY INC Utilities 412,761.0 $32.8M 0.12% +408K +9242.7% $79.44 -1.9%
76 ABT ABBOTT LABORATORIES Healthcare 314,649.0 $32.3M 0.12% +286K +1010.8% $102.67 -14.4%
77 KIM KIMCO REALTY CORP Real Estate 1,425,248.0 $32.0M 0.12% +1.4M +10000.0% $22.47 +2.4%
78 GGG GRACO INC Industrials 377,686.0 $32.0M 0.12% +209K +123.5% $84.65 -10.5%
79 APP APPLOVIN CORP Technology 77,348.0 $30.8M 0.12% +1K +1.9% $398.00 +23.7%
80 Q QNITY ELECTRONICS INC Technology 256,050.0 $29.5M 0.11% +7K +2.7% $115.38 +36.3%
Page 4 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%