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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 29 of 58  ·  1,159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TMDX TRANSMEDICS GROUP INC Healthcare 22,584.0 $2.2M 0.01% -79K -77.9% $99.41 -31.6%
562 FB BANCORP INC 162,512.0 $2.2M 0.01% +36K +28.0% $13.74
563 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 24,061.0 $2.2M 0.01% -227.0 -0.9% $92.31 +0.0%
564 EA ELECTRONIC ARTS INC Communication Services 10,871.0 $2.2M 0.01% +2K +16.4% $203.87 -1.0%
565 MCS MARCUS CORP DEL Communication Services 128,835.0 $2.2M 0.01% $17.17 +6.7%
566 DRH DIAMONDROCK HOSPITALITY CO Real Estate 233,136.0 $2.2M 0.01% NEW $9.37 +15.0%
567 WRB BERKLEY W R CORP Financial Services 32,794.0 $2.2M 0.01% -6K -14.4% $66.28 +3.0%
568 MRNA MODERNA INC Healthcare 42,525.0 $2.2M 0.01% -2K -5.0% $50.80 -7.0%
569 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 25,514.0 $2.2M 0.01% -68K -72.8% $84.64 -7.2%
570 CBOE CBOE GLOBAL MKTS INC Financial Services 7,679.0 $2.2M 0.01% -24K -76.1% $281.07 +25.2%
571 PGR PROGRESSIVE CORP Financial Services 10,778.0 $2.1M 0.01% +1K +15.9% $198.24 +2.2%
572 PWR QUANTA SVCS INC Industrials 3,884.0 $2.1M 0.01% $549.02 +29.3%
573 SMBC SOUTHERN MO BANCORP INC Financial Services 33,268.0 $2.1M 0.01% +19K +137.9% $63.94 +7.2%
574 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 27,863.0 $2.1M 0.01% NEW $76.16 +10.9%
575 TDUP THREDUP INC Consumer Cyclical 644,197.0 $2.1M 0.01% -92K -12.5% $3.28 +30.8%
576 FOX FOX CORP Communication Services 39,571.0 $2.1M 0.01% -5K -11.8% $53.10 +8.5%
577 CELH CELSIUS HLDGS INC Consumer Defensive 58,787.0 $2.1M 0.01% -258K -81.5% $35.48 -16.3%
578 AZO AUTOZONE INC Consumer Cyclical 615.0 $2.1M 0.01% +95.0 +18.3% $3377.78 +1.8%
579 HRL HORMEL FOODS CORP Consumer Defensive 90,980.0 $2.1M 0.01% $22.65 -6.9%
580 IBEX IBEX LTD Technology 76,813.0 $2.1M 0.01% +727.0 +1.0% $26.82 +19.5%
Page 29 of 58  ·  1,159 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%