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Portfolio (Quarterly) Guide ↗

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

· CIK 0000922127
13F Portfolio $9.5B AUM 1,364 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 41 New 416 Added 850 Reduced 30 Exited
Page 10 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 STEP STEPSTONE GROUP INC Financial Services 8,320.0 $534K 0.01% +225.0 +2.8% $64.17 -19.0%
182 PI IMPINJ INC Technology 3,063.0 $533K 0.01% +163.0 +5.6% $174.01 -21.2%
183 VSAT VIASAT INC Technology 15,460.0 $533K 0.01% +420.0 +2.8% $34.46 +118.4%
184 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 2,054.0 $531K 0.01% +46.0 +2.3% $258.65 +36.2%
185 HCC WARRIOR MET COAL INC Energy 6,008.0 $530K 0.01% +119.0 +2.0% $88.17 -3.1%
186 MTH MERITAGE HOMES CORP Consumer Cyclical 8,047.0 $529K 0.01% +76.0 +0.9% $65.80 -2.9%
187 CE CELANESE CORP DEL Basic Materials 12,516.0 $529K 0.01% +250.0 +2.0% $42.28 +25.1%
188 CVCO CAVCO INDS INC DEL Consumer Cyclical 892.0 $527K 0.01% +5.0 +0.6% $590.74 -16.8%
189 MILLROSE PPTYS INC 17,622.0 $526K 0.01% +4K +30.8% $29.87
190 AROC ARCHROCK INC Energy 20,044.0 $522K 0.01% +349.0 +1.8% $26.02 +41.8%
191 CNR CORE NATURAL RESOURCES INC Energy 5,856.0 $518K 0.01% +90.0 +1.6% $88.51 -5.1%
192 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,222.0 $517K 0.01% +20.0 +0.9% $232.53 -20.3%
193 AMTM AMENTUM HOLDINGS INC Industrials 17,521.0 $508K 0.01% +349.0 +2.0% $29.00 -20.1%
194 SNEX STONEX GROUP INC Financial Services 5,308.0 $505K 0.01% +106.0 +2.0% $95.12 +18.7%
195 ECG EVERUS CONSTR GROUP Industrials 5,830.0 $499K 0.01% +116.0 +2.0% $85.56 +76.1%
196 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 9,163.0 $496K 0.01% +217.0 +2.4% $54.17 -11.9%
197 ADMA ADMA BIOLOGICS INC Healthcare 27,202.0 $496K 0.01% +471.0 +1.8% $18.24 -53.6%
198 BOX BOX INC Technology 16,559.0 $495K 0.01% +338.0 +2.1% $29.91 -15.1%
199 FORM FORMFACTOR INC Technology 8,860.0 $494K 0.01% +222.0 +2.6% $55.78 +129.5%
200 RUN SUNRUN INC Energy 26,521.0 $488K 0.01% +675.0 +2.6% $18.40 -25.6%
Page 10 of 21  ·  416 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 30.0%
Financial Services 13.2%
Industrials 11.7%
Consumer Cyclical 10.5%
Healthcare 10.4%
Communication Services 8.3%
Consumer Defensive 4.2%
Real Estate 3.3%
Energy 3.3%
Utilities 2.9%