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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 13 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FMC FMC CORP Basic Materials 41,236.0 $710K 0.00% -491.0 -1.2% $17.22 -21.3%
242 HOMETRUST BANCSHARES INC 16,632.0 $709K 0.00% -58K -77.8% $42.65
243 HUBS HUBSPOT INC Technology 2,782.0 $679K 0.00% -93K -97.1% $244.10 -14.6%
244 CCBG CAPITAL CITY BANK Financial Services 15,576.0 $677K 0.00% -58K -78.8% $43.46 +5.8%
245 MEC MAYVILLE ENGR CO INC Industrials 36,765.0 $660K 0.00% -18K -32.7% $17.95 +38.8%
246 SOLID BIOSCIENCES INC 91,095.0 $656K 0.00% -136K -59.8% $7.20
247 INDB INDEPENDENT BK CORP MASS Financial Services 8,634.0 $649K 0.00% -37K -81.0% $75.21 +3.2%
248 STRA STRATEGIC ED INC Consumer Defensive 7,808.0 $648K 0.00% -211.0 -2.6% $82.96 -2.4%
249 BRO BROWN & BROWN INC Financial Services 9,618.0 $627K 0.00% -6K -38.1% $65.21 -10.9%
250 CRS CARPENTER TECHNOLOGY CORP Industrials 1,546.0 $609K 0.00% -49.0 -3.1% $394.15 +2.6%
251 ADT ADT INC DEL Industrials 89,201.0 $586K 0.00% -2.4M -96.5% $6.57 +6.2%
252 MCO MOODYS CORP Financial Services 1,310.0 $571K 0.00% -28K -95.5% $436.25 +1.6%
253 MMS MAXIMUS INC Industrials 8,914.0 $571K 0.00% -263K -96.7% $64.10 -6.9%
254 CURI CURIOSITYSTREAM INC Communication Services 190,101.0 $563K 0.00% -1K -0.7% $2.96 -9.5%
255 FN FABRINET Technology 1,068.0 $557K 0.00% -16K -93.9% $521.52 +34.3%
256 AMCX AMC NETWORKS INC Communication Services 81,577.0 $554K 0.00% -18K -17.9% $6.79 +24.6%
257 CENCORA INC 1,696.0 $533K 0.00% -24.0 -1.4% $314.14
258 LYFT LYFT INC Technology 38,703.0 $515K 0.00% -402K -91.2% $13.30 +0.5%
259 UMH UMH PPTYS INC Real Estate 34,944.0 $504K 0.00% -122K -77.8% $14.43 +5.3%
260 BLD TOPBUILD COR Industrials 1,429.0 $502K 0.00% -9K -86.8% $351.30 +13.4%
Page 13 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%