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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 11 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ITRI ITRON INC Technology 5,235.0 $486K 0.01% +114.0 +2.2% $92.86 -11.9%
202 ENPH ENPHASE ENERGY INC Energy 14,956.0 $479K 0.01% +310.0 +2.1% $32.05 +94.5%
203 FTDR FRONTDOOR INC Consumer Cyclical 8,242.0 $475K 0.01% +82.0 +1.0% $57.69 +6.6%
204 TMDX TRANSMEDICS GROUP INC Healthcare 3,906.0 $475K 0.01% +87.0 +2.3% $121.65 -44.1%
205 OSIS OSI SYSTEMS INC Technology 1,824.0 $465K 0.01% +56.0 +3.2% $255.06 -18.5%
206 TGTX TG THERAPEUTICS INC Healthcare 15,540.0 $463K 0.01% +341.0 +2.2% $29.81 +33.4%
207 URBN URBAN OUTFITTERS INC Consumer Cyclical 6,151.0 $463K 0.01% +126.0 +2.1% $75.26 -4.8%
208 SKYW SKYWEST INC Industrials 4,584.0 $460K 0.01% +61.0 +1.4% $100.41 -17.1%
209 MGY MAGNOLIA OIL & GAS CORP Energy 20,933.0 $458K 0.01% +177.0 +0.8% $21.89 +33.6%
210 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 4,855.0 $456K 0.01% +98.0 +2.1% $93.95 +21.4%
211 MDU MDU RES GROUP INC Industrials 23,354.0 $456K 0.01% +466.0 +2.0% $19.52 +11.8%
212 VIAV VIAVI SOLUTIONS INC Technology 25,510.0 $455K 0.01% +503.0 +2.0% $17.82 +169.9%
213 PLXS PLEXUS CORP Technology 3,084.0 $453K 0.01% +61.0 +2.0% $147.00 +75.8%
214 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 14,410.0 $453K 0.01% +530.0 +3.8% $31.43 +29.4%
215 ENVA ENOVA INTL INC Financial Services 2,835.0 $446K 0.01% +33.0 +1.2% $157.20 +2.4%
216 SKT TANGER INC Real Estate 13,156.0 $439K 0.01% +479.0 +3.8% $33.37 +6.8%
217 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 13,893.0 $434K 0.01% +286.0 +2.1% $31.22 +6.7%
218 WAY WAYSTAR HLDG CORP Technology 13,120.0 $430K 0.01% +264.0 +2.0% $32.75 -41.3%
219 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 4,152.0 $430K 0.01% +124.0 +3.1% $103.47 +19.9%
220 MWA MUELLER WTR PRODS INC Industrials 17,868.0 $426K 0.00% +360.0 +2.1% $23.82 +5.5%
Page 11 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%