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Portfolio (Quarterly) Guide ↗

PANAGORA ASSET MANAGEMENT INC

· CIK 0000883677
13F Portfolio $28.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1176 New
Page 40 of 59  ·  1,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 LW LAMB WESTON HLDGS INC Consumer Defensive 18,541.0 $777K 0.00% NEW $41.89 +0.7%
782 EQIX EQUINIX INC Real Estate 1,010.0 $774K 0.00% NEW $766.16 +36.8%
783 PTC PTC INC Technology 4,441.0 $774K 0.00% NEW $174.21 -17.3%
784 MBWM MERCANTILE BK CORP Financial Services 16,034.0 $771K 0.00% NEW $48.10 +5.8%
785 CARG CARGURUS INC Consumer Cyclical 19,785.0 $759K 0.00% NEW $38.35 -26.0%
786 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 44,334.0 $759K 0.00% NEW $17.11 -6.1%
787 SLQT SELECTQUOTE INC Financial Services 537,598.0 $758K 0.00% NEW $1.41 -25.5%
788 LMT LOCKHEED MARTIN CORP Industrials 1,530.0 $740K 0.00% NEW $483.67 +8.9%
789 ES EVERSOURCE ENERGY Utilities 10,937.0 $736K 0.00% NEW $67.33 +2.2%
790 FORTINET INC 9,254.0 $735K 0.00% NEW $79.41
791 BIDU BAIDU INC Communication Services 5,590.0 $730K 0.00% NEW $130.66 +3.5%
792 CURI CURIOSITYSTREAM INC Communication Services 191,392.0 $727K 0.00% NEW $3.80 -31.6%
793 LSCC LATTICE SEMICONDUCTOR CORP Technology 9,792.0 $720K 0.00% NEW $73.58 +68.9%
794 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,322.0 $720K 0.00% NEW $310.24 +15.6%
795 TFC TRUIST FINL CORP Financial Services 14,578.0 $717K 0.00% NEW $49.21 -4.4%
796 DY DYCOM INDS INC Industrials 2,100.0 $710K 0.00% NEW $337.90 +22.3%
797 DCI DONALDSON INC Industrials 7,898.0 $700K 0.00% NEW $88.66 -8.0%
798 CME CME GROUP INC Financial Services 2,557.0 $698K 0.00% NEW $273.08 +10.7%
799 OLYMPIC STEEL INC 16,307.0 $698K 0.00% NEW $42.79
800 LNG CHENIERE ENERGY INC Energy 3,584.0 $697K 0.00% NEW $194.39 +26.9%
Page 40 of 59  ·  1,176 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 34.8%
Financial Services 13.3%
Healthcare 10.1%
Consumer Cyclical 10.0%
Communication Services 9.1%
Industrials 7.9%
Consumer Defensive 4.6%
Basic Materials 2.9%
Utilities 2.8%
Energy 2.6%