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Portfolio (Quarterly) Guide ↗

PANAGORA ASSET MANAGEMENT INC

· CIK 0000883677
13F Portfolio $28.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1176 New
Page 4 of 59  ·  1,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DTE DTE ENERGY CO Utilities 803,129.0 $103.6M 0.37% NEW $128.98 +9.6%
62 NRG NRG ENERGY INC Utilities 642,570.0 $102.3M 0.36% NEW $159.24 -21.2%
63 BWA BORGWARNER INC Consumer Cyclical 2,245,880.0 $101.2M 0.36% NEW $45.06 +35.7%
64 ALLE ALLEGION PLC Industrials 624,297.0 $99.4M 0.35% NEW $159.22 -20.8%
65 HWM HOWMET AEROSPACE INC Industrials 482,670.0 $99.0M 0.35% NEW $205.02 +25.3%
66 HCA HCA HEALTHCARE INC Healthcare 210,905.0 $98.5M 0.35% NEW $466.86 -9.4%
67 INCY INCYTE CORP Healthcare 992,115.0 $98.0M 0.35% NEW $98.77 -3.6%
68 EXPE EXPEDIA GROUP INC Consumer Cyclical 345,449.0 $97.9M 0.35% NEW $283.31 -24.1%
69 MO ALTRIA GROUP INC Consumer Defensive 1,681,875.0 $97.0M 0.34% NEW $57.66 +27.9%
70 ZM ZOOM COMMUNICATIONS INC Technology 1,123,782.0 $97.0M 0.34% NEW $86.29 +14.6%
71 NTRA NATERA INC Healthcare 393,420.0 $90.1M 0.32% NEW $229.09 -16.0%
72 CEG CONSTELLATION ENERGY CORP Utilities 246,268.0 $87.0M 0.31% NEW $353.27 -26.2%
73 BPOP POPULAR INC Financial Services 680,282.0 $84.7M 0.30% NEW $124.52 +17.2%
74 AMGN AMGEN INC Healthcare 257,963.0 $84.4M 0.30% NEW $327.31 +1.1%
75 VRT VERTIV HOLDINGS CO Industrials 500,366.0 $81.1M 0.29% NEW $162.01 +109.7%
76 ADSK AUTODESK INC Technology 271,270.0 $80.3M 0.28% NEW $296.01 -17.5%
77 CSCO CISCO SYS INC Technology 1,039,345.0 $80.1M 0.28% NEW $77.03 +54.3%
78 AA ALCOA CORP Basic Materials 1,496,468.0 $79.5M 0.28% NEW $53.14 +20.3%
79 ESTC ELASTIC N V Technology 1,031,378.0 $77.8M 0.28% NEW $75.44 -28.5%
80 DASH DOORDASH INC Communication Services 339,342.0 $76.9M 0.27% NEW $226.48 -28.2%
Page 4 of 59  ·  1,176 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 34.8%
Financial Services 13.3%
Healthcare 10.1%
Consumer Cyclical 10.0%
Communication Services 9.1%
Industrials 7.9%
Consumer Defensive 4.6%
Basic Materials 2.9%
Utilities 2.8%
Energy 2.6%