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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 15 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,267.0 $312K 0.00% -223.0 -6.4% $95.60 +23.4%
282 GAMESTOP CORP 13,485.0 $311K 0.00% -207.0 -1.5% $23.04
283 ABNB AIRBNB INC Consumer Cyclical 2,429.0 $307K 0.00% -89K -97.3% $126.28 +6.4%
284 EQT EQT CORP Energy 4,788.0 $305K 0.00% -440.0 -8.4% $63.64 -11.7%
285 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,517.0 $301K 0.00% -36.0 -2.3% $198.29 +9.2%
286 LEN LENNAR CORP Consumer Cyclical 3,411.0 $296K 0.00% -102.0 -2.9% $86.84 -5.2%
287 CARR CARRIER GLOBAL CORPORATION Industrials 5,255.0 $296K 0.00% -443K -98.8% $56.31 +14.6%
288 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,056.0 $295K 0.00% -398K -99.0% $72.69 +11.3%
289 CBSH COMMERCE BANCSHARES INC Financial Services 5,975.0 $294K 0.00% -14K -70.7% $49.20 +5.5%
290 INGN INOGEN INC Healthcare 46,219.0 $286K 0.00% -2K -4.1% $6.18 +1.9%
291 EXEL EXELIXIS INC Healthcare 6,640.0 $285K 0.00% -42K -86.4% $42.89 +16.9%
292 ALRS ALERUS FINL CORP Financial Services 11,887.0 $282K 0.00% -466.0 -3.8% $23.71 +14.1%
293 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,790.0 $281K 0.00% -711K -98.8% $32.01 +5.4%
294 YEXT YEXT INC Technology 72,266.0 $278K 0.00% -45K -38.6% $3.84 -9.9%
295 LECO LINCOLN ELEC HLDGS INC Industrials 1,105.0 $275K 0.00% -92.0 -7.7% $249.08 +4.8%
296 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,077.0 $270K 0.00% -24K -95.6% $250.64 +20.8%
297 RELY REMITLY GLOBAL INC Technology 16,849.0 $264K 0.00% -410.0 -2.4% $15.67 +44.2%
298 STKL SUNOPTA INC Consumer Defensive 40,495.0 $262K 0.00% -40K -49.6% $6.48 +0.3%
299 SYY SYSCO CORP Consumer Defensive 3,655.0 $261K 0.00% -1K -22.1% $71.33 +1.7%
300 J JACOBS SOLUTIONS INC Industrials 2,046.0 $260K 0.00% -2K -52.4% $127.28 -13.2%
Page 15 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%