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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 43 of 58  ·  1,159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 PHIN PHINIA INC Consumer Cyclical 7,750.0 $530K 0.00% $68.44 +8.9%
842 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 48,197.0 $526K 0.00% NEW $10.91 +7.1%
843 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 47,278.0 $523K 0.00% +870.0 +1.9% $11.06 -1.8%
844 HAMILTON INSURANCE GROUP LTD 17,456.0 $521K 0.00% NEW $29.83
845 MEI METHODE ELECTRS INC Technology 93,621.0 $517K 0.00% NEW $5.52 +95.3%
846 MG MISTRAS GROUP INC Industrials 34,926.0 $516K 0.00% +2K +4.9% $14.78 +16.4%
847 LYFT LYFT INC Technology 38,703.0 $515K 0.00% -402K -91.2% $13.30 +1.4%
848 AKAM AKAMAI TECHNOLOGIES INC Technology 4,411.0 $507K 0.00% +2K +78.9% $114.85 +27.3%
849 ALB ALBEMARLE CORP Basic Materials 2,812.0 $505K 0.00% $179.53 -5.4%
850 UMH UMH PPTYS INC Real Estate 34,944.0 $504K 0.00% -122K -77.8% $14.43 +6.6%
851 BLD TOPBUILD COR Industrials 1,429.0 $502K 0.00% -9K -86.8% $351.30 +17.0%
852 MKSI MKS INC. Technology 2,175.0 $500K 0.00% +725.0 +50.0% $229.81 +36.3%
853 MLM MARTIN MARIETTA MATLS INC Basic Materials 845.0 $497K 0.00% $588.68 -8.6%
854 ENPH ENPHASE ENERGY INC Energy 13,137.0 $497K 0.00% $37.81 +64.9%
855 CPB THE CAMPBELLS COMPANY Consumer Defensive 22,300.0 $497K 0.00% $22.27 -10.0%
856 FR FIRST INDL RLTY TR INC Real Estate 8,528.0 $493K 0.00% -13K -60.7% $57.85 +7.9%
857 CTRA COTERRA ENERGY INC Energy 14,011.0 $492K 0.00% +264.0 +1.9% $35.14 -7.3%
858 BX BLACKSTONE INC Financial Services 4,273.0 $491K 0.00% $114.99 +3.1%
859 DTM DT MIDSTREAM INC Energy 3,623.0 $488K 0.00% $134.67 +10.8%
860 EWBC EAST WEST BANCORP INC Financial Services 4,500.0 $480K 0.00% $106.76 +15.2%
Page 43 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%