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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 12 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LGND LIGAND PHARMACEUTICALS INC Healthcare 2,250.0 $425K 0.00% +55.0 +2.5% $189.07 +21.3%
222 FELE FRANKLIN ELEC INC Industrials 4,375.0 $418K 0.00% +90.0 +2.1% $95.53 +2.9%
223 CALM CAL MAINE FOODS INC Consumer Defensive 5,211.0 $415K 0.00% +104.0 +2.0% $79.57 -3.2%
224 INDB INDEPENDENT BK CORP MASS Financial Services 5,666.0 $414K 0.00% +75.0 +1.3% $73.08 +7.9%
225 BTU PEABODY ENERGY CORP Energy 13,898.0 $413K 0.00% +277.0 +2.0% $29.70 -17.3%
226 PATK PATRICK INDS INC Consumer Cyclical 3,803.0 $412K 0.00% +75.0 +2.0% $108.43 -16.2%
227 VRRM VERRA MOBILITY CORP Technology 18,237.0 $409K 0.00% +366.0 +2.0% $22.41 -39.8%
228 PLMR PALOMAR HLDGS INC Financial Services 3,029.0 $408K 0.00% +29.0 +1.0% $134.76 -15.5%
229 ICUI ICU MED INC Healthcare 2,822.0 $403K 0.00% +57.0 +2.1% $142.67 -6.6%
230 CRC CALIFORNIA RES CORP Energy 8,977.0 $401K 0.00% +822.0 +10.1% $44.71 +38.8%
231 OUTFRONT MEDIA INC 16,630.0 $401K 0.00% +332.0 +2.0% $24.10
232 FULT FULTON FINL CORP PA Financial Services 20,641.0 $399K 0.00% +242.0 +1.2% $19.33 +10.9%
233 KFY KORN FERRY Industrials 5,988.0 $395K 0.00% +126.0 +2.1% $66.02 +3.0%
234 DORM DORMAN PRODS INC Consumer Cyclical 3,179.0 $392K 0.00% +67.0 +2.1% $123.19 -4.1%
235 WSC WILLSCOT HLDGS CORP Industrials 20,795.0 $392K 0.00% +400.0 +2.0% $18.83 +31.6%
236 BRC BRADY CORP Industrials 4,978.0 $390K 0.00% +74.0 +1.5% $78.37 +11.7%
237 MARA MARA HOLDINGS INC Financial Services 43,224.0 $388K 0.00% +2K +4.2% $8.98 +53.8%
238 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 4,680.0 $388K 0.00% +71.0 +1.5% $82.88 -1.5%
239 MYRG MYR GROUP INC DEL Industrials 1,774.0 $388K 0.00% +35.0 +2.0% $218.50 +104.5%
240 OTTR OTTER TAIL CORP Utilities 4,790.0 $387K 0.00% +96.0 +2.0% $80.81 +8.1%
Page 12 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%