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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 4 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 741,281.0 $49.7M 0.19% -19K -2.5% $67.07 +29.7%
62 AME AMETEK INC Industrials 231,920.0 $49.7M 0.19% -81K -25.9% $214.36 +3.2%
63 VLO VALERO ENERGY CORP Energy 199,311.0 $49.2M 0.18% -45K -18.5% $247.08 +4.6%
64 QCOM QUALCOMM INC Technology 380,295.0 $49.0M 0.18% -547K -59.0% $128.78 +58.1%
65 ADSK AUTODESK INC Technology 204,369.0 $48.9M 0.18% -67K -24.7% $239.40 +2.0%
66 CRM SALESFORCE INC Technology 257,980.0 $48.2M 0.18% -183K -41.5% $186.67 -3.9%
67 TT TRANE TECHNOLOGIES PLC Industrials 111,692.0 $46.5M 0.17% -7K -6.0% $416.74 +10.5%
68 MPWR MONOLITHIC PWR SYS INC Technology 42,075.0 $46.0M 0.17% -14K -25.0% $1093.35 +35.9%
69 TEL TE CONNECTIVITY PLC Technology 219,458.0 $45.9M 0.17% -5K -2.1% $209.02 -4.1%
70 CAH CARDINAL HEALTH INC Healthcare 208,149.0 $44.0M 0.17% -34K -13.9% $211.31 -5.2%
71 CVX CHEVRON CORPORATION Energy 209,769.0 $43.4M 0.16% -29K -12.1% $206.90 -5.2%
72 TTMI TTM TECHNOLOGIES INC Technology 438,133.0 $42.7M 0.16% -65K -12.8% $97.42 +63.1%
73 AXS AXIS CAP HLDGS LTD Financial Services 413,124.0 $41.9M 0.16% -87K -17.4% $101.41 -1.3%
74 DASH DOORDASH INC Communication Services 274,483.0 $41.2M 0.15% -65K -19.1% $150.15 +8.3%
75 DELL DELL TECHNOLOGIES INC Technology 250,702.0 $41.1M 0.15% -7K -2.6% $164.13 +45.0%
76 SSNC SS&C TECH HLDGS Technology 597,329.0 $40.4M 0.15% -216K -26.6% $67.57 -0.5%
77 CCK CROWN HLDGS INC Consumer Cyclical 402,582.0 $40.4M 0.15% -177K -30.6% $100.25 -5.0%
78 VEEV VEEVA SYS INC Healthcare 219,321.0 $38.5M 0.14% -245K -52.8% $175.66 -6.7%
79 MOOG INC 131,583.0 $38.5M 0.14% -29K -18.0% $292.64
80 C CITIGROUP INC Financial Services 333,601.0 $37.8M 0.14% -155K -31.8% $113.41 +5.8%
Page 4 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%