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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 11 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IP INTERNATIONAL PAPER CO Consumer Cyclical 52,995.0 $1.9M 0.01% -40K -42.8% $35.70 -14.8%
202 OUSTER INC 101,912.0 $1.9M 0.01% -22K -17.8% $18.37
203 EVEREST GROUP LTD 5,694.0 $1.9M 0.01% -496.0 -8.0% $326.85
204 AIZ ASSURANT INC Financial Services 8,177.0 $1.8M 0.01% -1K -14.9% $217.81 +17.7%
205 STLD STEEL DYNAMICS INC Basic Materials 9,688.0 $1.7M 0.01% -58K -85.7% $180.00 +27.0%
206 KINS KINGSTONE COS INC Financial Services 113,411.0 $1.7M 0.01% -28K -20.0% $14.57 +4.0%
207 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 25,800.0 $1.6M 0.01% -37K -58.8% $61.35 -16.2%
208 TTD THE TRADE DESK INC Technology 68,048.0 $1.5M 0.01% -531.0 -0.8% $22.69 -1.9%
209 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,408.0 $1.5M 0.01% -77.0 -2.2% $446.54 -2.2%
210 HPQ HP INC Technology 78,873.0 $1.5M 0.01% -358K -82.0% $19.21 +8.9%
211 ATLC ATLANTICUS HOLDINGS CORP Financial Services 28,031.0 $1.5M 0.01% -160.0 -0.6% $52.47 +48.8%
212 GNRC GENERAC HLDGS INC Industrials 7,310.0 $1.4M 0.01% -38.0 -0.5% $195.33 +29.6%
213 CCJ CAMECO CORP Energy 13,136.0 $1.4M 0.01% -3K -18.3% $108.61 -4.7%
214 CPF CENTRAL PAC FINL CORP Financial Services 41,154.0 $1.3M 0.01% -21K -34.1% $31.96 +7.1%
215 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,705.0 $1.3M 0.01% -4K -50.4% $345.15 -9.8%
216 ALEC ALECTOR INC Healthcare 590,388.0 $1.3M 0.01% -260K -30.6% $2.15 -1.9%
217 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 91,303.0 $1.3M 0.01% -317K -77.7% $13.85 -14.7%
218 THRM GENTHERM INC Consumer Cyclical 43,028.0 $1.2M 0.00% -12K -21.7% $27.78 +9.2%
219 TSBK TIMBERLAND BANCORP INC Financial Services 30,236.0 $1.2M 0.00% -212.0 -0.7% $39.43 +0.8%
220 BVS BIOVENTUS INC Healthcare 130,317.0 $1.2M 0.00% -48K -26.8% $9.13 +16.8%
Page 11 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%