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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 58  ·  1,159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INCY INCYTE CORP Healthcare 1,210,909.0 $114.0M 0.43% +219K +22.1% $94.12 +1.3%
42 NOW SERVICENOW INC Technology 1,087,420.0 $113.7M 0.43% -297K -21.4% $104.55 -9.1%
43 STT STATE STR CORP Financial Services 886,845.0 $112.2M 0.42% +54K +6.4% $126.56 +20.8%
44 ADI ANALOG DEVICES INC Technology 350,840.0 $111.6M 0.42% +211K +151.5% $318.14 +31.6%
45 UBER UBER TECHNOLOGIES INC Technology 1,532,347.0 $110.2M 0.41% -183K -10.7% $71.93 +4.4%
46 NTRS NORTHERN TR CORP Financial Services 778,137.0 $108.6M 0.41% -224K -22.4% $139.57 +17.4%
47 PBUS INVESCO EXCH TRADED FD TR II 1,651,454.0 $107.6M 0.40% $65.17 +13.4%
48 ABBV ABBVIE INC Healthcare 491,314.0 $106.9M 0.40% +216K +78.4% $217.49 -3.7%
49 ED CONSOLIDATED EDISON INC Utilities 937,282.0 $106.1M 0.40% -265K -22.0% $113.18 -6.9%
50 FCX FREEPORT MCMORAN INC Basic Materials 1,786,188.0 $105.0M 0.39% -1.1M -37.8% $58.78 +7.2%
51 WFC WELLS FARGO & CO Financial Services 1,294,010.0 $103.0M 0.39% -227K -14.9% $79.61 -7.8%
52 MTB M & T BK CORP Financial Services 492,113.0 $101.7M 0.38% +379K +334.3% $206.72 -0.9%
53 BKNG BOOKING HOLDINGS INC Consumer Cyclical 23,975.0 $100.9M 0.38% -14K -37.3% $4210.32 -96.3%
54 V VISA INC Financial Services 326,640.0 $98.7M 0.37% -5K -1.6% $302.24 +7.8%
55 BERKSHIRE HATHAWAY INC DEL 205,343.0 $98.4M 0.37% +54K +35.3% $479.20
56 GD GENERAL DYNAMICS CORP Industrials 281,177.0 $96.5M 0.36% -251K -47.1% $343.22 -2.5%
57 EBAY EBAY INC. Consumer Cyclical 1,057,147.0 $96.2M 0.36% -179K -14.5% $91.02 +27.6%
58 DTE DTE ENERGY CO Utilities 652,397.0 $95.4M 0.36% -151K -18.8% $146.22 -4.4%
59 VTR VENTAS INC Real Estate 1,166,375.0 $95.4M 0.36% -205K -15.0% $81.78 +6.9%
60 PH PARKER-HANNIFIN CORP Industrials 105,796.0 $94.7M 0.35% -48K -31.3% $895.24 -3.6%
Page 3 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%