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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 52 of 58  ·  1,159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 STKL SUNOPTA INC Consumer Defensive 40,495.0 $262K 0.00% -40K -49.6% $6.48 +0.3%
1022 SYY SYSCO CORP Consumer Defensive 3,655.0 $261K 0.00% -1K -22.1% $71.33 +2.6%
1023 J JACOBS SOLUTIONS INC Industrials 2,046.0 $260K 0.00% -2K -52.4% $127.28 -11.5%
1024 OLN OLIN CORP Basic Materials 8,746.0 $260K 0.00% NEW $29.73 -12.0%
1025 QRVO QORVO INC Technology 3,329.0 $258K 0.00% -10K -74.4% $77.40 +22.5%
1026 SLQT SELECTQUOTE INC Financial Services 407,150.0 $256K 0.00% -130K -24.3% $0.63 +61.4%
1027 VGK VANGUARD INTL EQUITY INDEX F 3,106.0 $256K 0.00% -1K -24.8% $82.43 +5.3%
1028 CF BANKSHARES INC 9,093.0 $254K 0.00% $27.91
1029 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 787.0 $253K 0.00% -42.0 -5.1% $321.40 +8.9%
1030 LCNB LCNB CORP Financial Services 16,163.0 $252K 0.00% +3K +22.0% $15.59 +5.1%
1031 ESI ELEMENT SOLUTIONS INC Basic Materials 7,369.0 $252K 0.00% NEW $34.14 +13.9%
1032 EPR EPR PPTYS Real Estate 4,990.0 $249K 0.00% $49.96 +16.1%
1033 FOXA FOX CORP Communication Services 4,257.0 $249K 0.00% +82.0 +2.0% $58.40 +11.7%
1034 DVA DAVITA INC Healthcare 1,616.0 $248K 0.00% NEW $153.69 +28.4%
1035 MRCY MERCURY SYS INC Industrials 3,400.0 $248K 0.00% +38.0 +1.1% $72.91 +25.6%
1036 IVZ INVESCO LTD Financial Services 10,174.0 $247K 0.00% -148.0 -1.4% $24.29 +10.8%
1037 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 29,230.0 $247K 0.00% -228.0 -0.8% $8.45 +21.7%
1038 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,741.0 $246K 0.00% +346.0 +14.4% $89.83 -3.5%
1039 EXP EAGLE MATLS INC Basic Materials 1,295.0 $245K 0.00% $189.45 +2.7%
1040 MVST MICROVAST HOLDINGS INC Industrials 163,536.0 $245K 0.00% +153K +1407.9% $1.50 -19.3%
Page 52 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%