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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 8 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 313,700.0 $6.1M 0.02% -11K -3.4% $19.56 -17.7%
142 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 28,535.0 $6.0M 0.02% -72K -71.5% $209.08 +24.4%
143 REX REX AMERICAN RES CORP Basic Materials 129,849.0 $5.9M 0.02% -23K -14.8% $45.57 +10.3%
144 MORN MORNINGSTAR INC Financial Services 34,615.0 $5.9M 0.02% -4K -10.8% $169.05 +4.7%
145 OGS ONE GAS INC Utilities 65,088.0 $5.6M 0.02% -91K -58.4% $86.13 -3.4%
146 ROL ROLLINS INC Consumer Cyclical 104,417.0 $5.6M 0.02% -154K -59.6% $53.41 +2.2%
147 BOX BOX INC Technology 228,474.0 $5.4M 0.02% -18K -7.2% $23.64 +8.7%
148 TWLO TWILIO INC Communication Services 38,589.0 $4.9M 0.02% -167K -81.2% $125.82 +57.1%
149 NGVT INGEVITY CORP Basic Materials 64,583.0 $4.6M 0.02% -7K -9.4% $71.23 -6.6%
150 FTDR FRONTDOOR INC Consumer Cyclical 86,562.0 $4.6M 0.02% -154K -64.0% $52.86 +20.0%
151 UPBOUND GROUP INC 252,214.0 $4.6M 0.02% -77K -23.3% $18.05
152 APTIV PLC 64,833.0 $4.5M 0.02% -613K -90.4% $69.44
153 HURN HURON CONSULTING GROUP INC Industrials 34,573.0 $4.4M 0.02% -30K -46.4% $127.49 -15.2%
154 SPOT SPOTIFY TECHNOLOGY S A Communication Services 9,076.0 $4.4M 0.02% -53K -85.3% $484.91 -8.2%
155 MCD MCDONALDS CORP Consumer Cyclical 14,106.0 $4.4M 0.02% -276.0 -1.9% $310.79 -9.1%
156 AMT AMERICAN TOWER CORP Real Estate 24,339.0 $4.2M 0.02% -342K -93.3% $172.58 +6.0%
157 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 368,811.0 $4.2M 0.02% -78K -17.5% $11.27 +13.9%
158 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 32,856.0 $4.1M 0.01% -10K -24.0% $125.46 +8.1%
159 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 118,150.0 $4.0M 0.01% -29K -19.8% $33.67 +1.7%
160 NUE NUCOR CORP Basic Materials 22,980.0 $3.9M 0.01% -332.0 -1.4% $169.10 +33.9%
Page 8 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%