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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 13 of 59  ·  1,176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CMI CUMMINS INC Industrials 31,102.0 $15.9M 0.06% NEW $510.45 +29.2%
242 AROC ARCHROCK INC Energy 608,545.0 $15.8M 0.06% NEW $26.02 +46.2%
243 MWA MUELLER WTR PRODS INC Industrials 661,708.0 $15.8M 0.06% NEW $23.82 +8.0%
244 ROL ROLLINS INC Consumer Cyclical 258,430.0 $15.5M 0.06% NEW $60.02 -9.0%
245 W WAYFAIR INC Consumer Cyclical 153,540.0 $15.4M 0.06% NEW $100.41 -41.0%
246 LOPE GRAND CANYON ED INC Consumer Defensive 91,862.0 $15.3M 0.05% NEW $166.31 -3.1%
247 PAAS PAN AMERN SILVER CORP Basic Materials 289,839.0 $15.0M 0.05% NEW $51.81 +6.5%
248 RS RELIANCE INC Basic Materials 51,908.0 $15.0M 0.05% NEW $288.87 +24.6%
249 MCO MOODYS CORP Financial Services 29,064.0 $14.8M 0.05% NEW $510.85 -13.2%
250 LIN LINDE PLC Basic Materials 34,615.0 $14.8M 0.05% NEW $426.39 +19.8%
251 RNG RINGCENTRAL INC Technology 508,352.0 $14.7M 0.05% NEW $28.88 +40.9%
252 CELH CELSIUS HLDGS INC Consumer Defensive 317,287.0 $14.5M 0.05% NEW $45.74 -36.3%
253 BBWI BATH & BODY WORKS INC Consumer Cyclical 709,284.0 $14.2M 0.05% NEW $20.08 -19.8%
254 MTG MGIC INVT CORP WIS Financial Services 482,613.0 $14.1M 0.05% NEW $29.22 -9.7%
255 FRSH FRESHWORKS INC Technology 1,150,123.0 $14.1M 0.05% NEW $12.25 -26.1%
256 PDD PDD HOLDINGS INC Consumer Cyclical 123,896.0 $14.0M 0.05% NEW $113.39 -16.2%
257 VIKING HOLDINGS LTD 195,265.0 $13.9M 0.05% NEW $71.41
258 ACN ACCENTURE PLC IRELAND Technology 51,763.0 $13.9M 0.05% NEW $268.30 -34.1%
259 FTDR FRONTDOOR INC Consumer Cyclical 240,330.0 $13.9M 0.05% NEW $57.69 +10.0%
260 GGG GRACO INC Industrials 169,026.0 $13.9M 0.05% NEW $81.97 -7.6%
Page 13 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%