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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 10 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BJRI BJS RESTAURANTS INC Consumer Cyclical 69,793.0 $2.4M 0.01% -17K -20.0% $35.10 +21.5%
182 APA APA CORPORATION Energy 57,456.0 $2.4M 0.01% -110K -65.6% $42.44 -5.4%
183 BK TECHNOLOGIES CORPORATION 32,369.0 $2.4M 0.01% -505.0 -1.5% $74.63
184 MDLZ MONDELEZ INTL INC Consumer Defensive 40,849.0 $2.4M 0.01% -4K -9.1% $57.64 +6.9%
185 LEIDOS HOLDINGS INC 15,068.0 $2.3M 0.01% -492.0 -3.2% $155.52
186 TMDX TRANSMEDICS GROUP INC Healthcare 22,584.0 $2.2M 0.01% -79K -77.9% $99.41 -31.3%
187 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 24,061.0 $2.2M 0.01% -227.0 -0.9% $92.31 -0.6%
188 WRB BERKLEY W R CORP Financial Services 32,794.0 $2.2M 0.01% -6K -14.4% $66.28 +3.7%
189 MRNA MODERNA INC Healthcare 42,525.0 $2.2M 0.01% -2K -5.0% $50.80 -5.3%
190 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 25,514.0 $2.2M 0.01% -68K -72.8% $84.64 -12.6%
191 CBOE CBOE GLOBAL MKTS INC Financial Services 7,679.0 $2.2M 0.01% -24K -76.1% $281.07 +29.1%
192 TDUP THREDUP INC Consumer Cyclical 644,197.0 $2.1M 0.01% -92K -12.5% $3.28 +24.1%
193 FOX FOX CORP Communication Services 39,571.0 $2.1M 0.01% -5K -11.8% $53.10 +11.1%
194 CELH CELSIUS HLDGS INC Consumer Defensive 58,787.0 $2.1M 0.01% -258K -81.5% $35.48 -17.9%
195 RCKY ROCKY BRANDS INC Consumer Cyclical 51,792.0 $2.0M 0.01% -11K -17.2% $38.72 -11.3%
196 AJG GALLAGHER ARTHUR J & CO Financial Services 9,236.0 $2.0M 0.01% -800.0 -8.0% $216.58 -6.1%
197 MGRC MCGRATH RENTCORP Industrials 18,088.0 $2.0M 0.01% -17K -48.4% $110.28 +2.2%
198 GHM GRAHAM CORP Industrials 25,265.0 $2.0M 0.01% -36K -59.0% $78.92 +19.6%
199 DHR DANAHER CORP DEL Healthcare 10,436.0 $2.0M 0.01% -18K -63.0% $189.60 -13.6%
200 DOV DOVER CORP Industrials 9,106.0 $1.9M 0.01% -3K -23.3% $208.45 +1.1%
Page 10 of 17  ·  330 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%