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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 50 of 58  ·  1,159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CBSH COMMERCE BANCSHARES INC Financial Services 5,975.0 $294K 0.00% -14K -70.7% $49.20 +5.5%
982 CNP CENTERPOINT ENERGY INC Utilities 6,800.0 $293K 0.00% +2K +28.6% $43.16 -3.3%
983 FDS FACTSET RESH SYS INC Financial Services 1,336.0 $290K 0.00% $216.99 +3.4%
984 PSA PUBLIC STORAGE OPER CO Real Estate 1,067.0 $289K 0.00% $270.88 +9.3%
985 MSTR STRATEGY INC Technology 2,300.0 $287K 0.00% $124.80 +33.5%
986 TKR TIMKEN CO Industrials 2,842.0 $286K 0.00% $100.57 +13.8%
987 INGN INOGEN INC Healthcare 46,219.0 $286K 0.00% -2K -4.1% $6.18 +4.4%
988 FERG FERGUSON ENTERPRISES INC Industrials 1,224.0 $286K 0.00% $233.26 -5.7%
989 RVTY REVVITY INC Healthcare 3,252.0 $285K 0.00% $87.61 +9.0%
990 EXEL EXELIXIS INC Healthcare 6,640.0 $285K 0.00% -42K -86.4% $42.89 +16.2%
991 ALRS ALERUS FINL CORP Financial Services 11,887.0 $282K 0.00% -466.0 -3.8% $23.71 +15.0%
992 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,790.0 $281K 0.00% -711K -98.8% $32.01 +3.2%
993 FIS FIDELITY NATL INFORMATION SV Technology 5,983.0 $281K 0.00% $46.91 -7.5%
994 KMX CARMAX INC Consumer Cyclical 6,743.0 $280K 0.00% +187.0 +2.9% $41.58 -10.9%
995 SUI SUN CMNTYS INC Real Estate 2,220.0 $280K 0.00% $125.96 -3.5%
996 M MACYS INC Consumer Cyclical 15,441.0 $279K 0.00% +606.0 +4.1% $18.09 +2.4%
997 KR KROGER CO Consumer Defensive 3,855.0 $279K 0.00% +235.0 +6.5% $72.36 -5.6%
998 PKBK PARKE BANCORP INC Financial Services 9,800.0 $278K 0.00% +984.0 +11.2% $28.40 +7.3%
999 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,860.0 $278K 0.00% $149.52 +6.8%
1000 TYL TYLER TECHNOLOGIES INC Technology 812.0 $278K 0.00% $342.38 -6.3%
Page 50 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%