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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 54 of 59  ·  1,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ULTA ULTA BEAUTY INC Consumer Cyclical 409.0 $247K 0.00% NEW $605.01 -20.7%
1062 MRCY MERCURY SYS INC Industrials 3,362.0 $245K 0.00% NEW $73.01 +27.9%
1063 BHF BRIGHTHOUSE FINL INC Financial Services 3,735.0 $242K 0.00% NEW $64.79 -3.8%
1064 MGNX MACROGENICS INC Healthcare 150,061.0 $242K 0.00% NEW $1.61 +170.2%
1065 TDC TERADATA CORP DEL Technology 7,883.0 $240K 0.00% NEW $30.44 +7.7%
1066 OKTA OKTA INC Technology 2,769.0 $239K 0.00% NEW $86.47 +0.7%
1067 KEX KIRBY CORP Industrials 2,171.0 $239K 0.00% NEW $110.18 +33.1%
1068 TKR TIMKEN CO Industrials 2,842.0 $239K 0.00% NEW $84.13 +36.1%
1069 ORI OLD REP INTL CORP Financial Services 5,234.0 $239K 0.00% NEW $45.64 -12.2%
1070 RELY REMITLY GLOBAL INC Technology 17,259.0 $238K 0.00% NEW $13.80 +55.4%
1071 AAL AMERICAN AIRLS GROUP INC Industrials 15,523.0 $238K 0.00% NEW $15.33 -21.3%
1072 XYL XYLEM INC Industrials 1,746.0 $238K 0.00% NEW $136.18 -20.5%
1073 L LOEWS CORP Financial Services 2,255.0 $237K 0.00% NEW $105.31 +2.6%
1074 KBR KBR INC Industrials 5,900.0 $237K 0.00% NEW $40.20 -19.8%
1075 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,410.0 $234K 0.00% NEW $166.00 +7.2%
1076 PPC PILGRIMS PRIDE CORP Consumer Defensive 6,003.0 $234K 0.00% NEW $38.99 -27.3%
1077 UMBF UMB FINL CORP Financial Services 2,032.0 $234K 0.00% NEW $115.04 +10.2%
1078 TARA PROTARA THERAPEUTICS INC Healthcare 43,796.0 $233K 0.00% NEW $5.33 -18.6%
1079 RYN RAYONIER INC Real Estate 10,769.0 $233K 0.00% NEW $21.65 -8.3%
1080 JXN JACKSON FINANCIAL INC Financial Services 2,179.0 $232K 0.00% NEW $106.65 +4.0%
Page 54 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%