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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 3 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CTVA CORTEVA INC Basic Materials 1,014,873.0 $85.0M 0.32% -43K -4.0% $83.71 -4.7%
42 COF CAPITAL ONE FINL CORP Financial Services 458,332.0 $83.6M 0.31% -131K -22.2% $182.43 +0.8%
43 NRG NRG ENERGY INC Utilities 557,611.0 $81.5M 0.30% -85K -13.2% $146.14 -15.3%
44 ALLE ALLEGION PLC Industrials 532,345.0 $77.3M 0.29% -92K -14.7% $145.29 -12.9%
45 ENTERGY CORP NEW 687,226.0 $77.2M 0.29% -4K -0.7% $112.36
46 OSK OSHKOSH CORP Industrials 507,145.0 $74.7M 0.28% -100K -16.4% $147.21 -19.5%
47 INTU INTUIT Technology 163,795.0 $70.8M 0.27% -36K -17.9% $432.38 -4.1%
48 EME EMCOR GROUP INC Industrials 91,385.0 $67.5M 0.25% -1K -1.1% $738.31 +17.1%
49 CSCO CISCO SYS INC Technology 818,716.0 $63.5M 0.24% -221K -21.2% $77.59 +52.0%
50 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 396,342.0 $62.3M 0.23% -2K -0.5% $157.28 -0.6%
51 UNH UNITEDHEALTH GROUP INC Healthcare 224,718.0 $60.8M 0.23% -2K -0.7% $270.59 +43.8%
52 SCHW SCHWAB CHARLES CORP Financial Services 640,218.0 $60.2M 0.23% -84K -11.6% $93.98 -2.1%
53 BPOP POPULAR INC Financial Services 447,828.0 $60.1M 0.23% -232K -34.2% $134.17 +8.3%
54 RTX RTX CORPORATION Industrials 297,233.0 $57.3M 0.21% -7K -2.2% $192.90 -8.7%
55 HCA HCA HEALTHCARE INC Healthcare 120,634.0 $57.1M 0.21% -90K -42.8% $473.24 -15.3%
56 PEP PEPSICO INC Consumer Defensive 343,986.0 $53.4M 0.20% -54K -13.6% $155.29 -3.6%
57 PNR PENTAIR PLC Industrials 603,472.0 $52.6M 0.20% -947K -61.1% $87.11 -17.6%
58 BSX BOSTON SCIENTIFIC CORP Healthcare 822,114.0 $51.6M 0.19% -667K -44.8% $62.75 -9.5%
59 CW CURTISS WRIGHT CORP Industrials 73,872.0 $50.3M 0.19% -14K -15.7% $681.12 +2.8%
60 MELI MERCADOLIBRE INC Consumer Cyclical 28,863.0 $49.9M 0.19% -4K -12.9% $1729.02 -8.6%
Page 3 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%