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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 7 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 145,196.0 $13.3M 0.05% -5K -3.4% $91.37 -19.5%
122 ORCL ORACLE CORP Technology 88,552.0 $13.0M 0.05% -91K -50.6% $147.11 +25.1%
123 HLX HELIX ENERGY SOLUTIONS GRP I Energy 1,274,502.0 $12.6M 0.05% -67K -5.0% $9.89 +3.7%
124 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 116,609.0 $12.3M 0.05% -9K -7.0% $105.40 -3.4%
125 ITT ITT INC Industrials 55,540.0 $10.6M 0.04% -333K -85.7% $190.53 +1.4%
126 USFD US FOODS HLDG CORP Consumer Defensive 111,613.0 $10.3M 0.04% -1.4M -92.5% $92.21 -11.4%
127 FBNC FIRST BANCORP N C Financial Services 179,795.0 $10.1M 0.04% -18K -9.2% $56.35 +4.8%
128 PRLB PROTO LABS INC Industrials 174,698.0 $10.0M 0.04% -887.0 -0.5% $57.02 +23.8%
129 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 355,787.0 $9.6M 0.04% -38K -9.7% $26.94 +21.9%
130 CVSA COVISTA INC Consumer Cyclical 78,574.0 $9.1M 0.03% -85K -51.9% $115.25 +7.7%
131 TPR TAPESTRY INC Consumer Cyclical 59,331.0 $8.4M 0.03% -72K -54.9% $141.11 -4.4%
132 UNFI UNITED NAT FOODS INC Consumer Defensive 184,981.0 $8.3M 0.03% -127K -40.7% $45.06 +11.6%
133 PDD PDD HOLDINGS INC Consumer Cyclical 80,742.0 $8.3M 0.03% -43K -34.8% $102.18 -4.1%
134 TRVI TREVI THERAPEUTICS INC Healthcare 625,578.0 $7.5M 0.03% -67K -9.7% $11.93 +15.0%
135 BUNGE GLOBAL SA 55,429.0 $7.1M 0.03% -10K -15.3% $127.20
136 APEI AMERICAN PUB ED INC Consumer Defensive 121,215.0 $6.9M 0.03% -37K -23.6% $56.88 -7.2%
137 PNC PNC FINL SVCS GROUP INC Financial Services 32,353.0 $6.7M 0.03% -66K -67.0% $208.09 +4.2%
138 SOMNIGROUP INTERNATIONAL INC 85,966.0 $6.4M 0.02% -762.0 -0.9% $73.92
139 OIS OIL STS INTL INC Energy 539,920.0 $6.3M 0.02% -128K -19.1% $11.64 -21.9%
140 ELAN ELANCO ANIMAL HEALTH INC Healthcare 260,686.0 $6.2M 0.02% -2K -0.7% $23.93 -12.7%
Page 7 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%