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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 13 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SPSC SPS COMM INC Technology 4,310.0 $384K 0.00% +64.0 +1.5% $89.13 -39.7%
242 KAI KADANT INC Industrials 1,346.0 $384K 0.00% +27.0 +2.0% $285.02 +7.7%
243 BKU BANKUNITED INC Financial Services 8,588.0 $383K 0.00% +163.0 +1.9% $44.57 +3.9%
244 RNST RENASANT CORP Financial Services 10,860.0 $382K 0.00% +216.0 +2.0% $35.22 +16.8%
245 MHO M/I HOMES INC Consumer Cyclical 2,989.0 $382K 0.00% +33.0 +1.1% $127.95 +0.8%
246 ACAD ACADIA PHARMACEUTICALS INC Healthcare 14,309.0 $382K 0.00% +324.0 +2.3% $26.71 -20.2%
247 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 7,615.0 $380K 0.00% +169.0 +2.3% $49.96 +2.1%
248 VCYT VERACYTE INC Healthcare 9,035.0 $380K 0.00% +222.0 +2.5% $42.10 +7.3%
249 DOCN DIGITALOCEAN HLDGS INC Technology 7,843.0 $377K 0.00% +195.0 +2.5% $48.12 +229.1%
250 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 6,931.0 $374K 0.00% +71.0 +1.0% $53.94 +29.7%
251 SHAK SHAKE SHACK INC Consumer Cyclical 4,601.0 $373K 0.00% +93.0 +2.1% $81.17 -21.8%
252 SLG SL GREEN RLTY CORP Real Estate 8,118.0 $372K 0.00% +162.0 +2.0% $45.87 -9.6%
253 AIR AAR CORP Industrials 4,460.0 $369K 0.00% +491.0 +12.4% $82.79 +31.1%
254 AZZ AZZ INC Industrials 3,435.0 $368K 0.00% +73.0 +2.2% $107.18 +27.9%
255 FUL FULLER H B CO Basic Materials 6,182.0 $368K 0.00% +137.0 +2.3% $59.46 -5.2%
256 CALX CALIX INC Technology 6,893.0 $365K 0.00% +236.0 +3.5% $52.93 -27.4%
257 OPLN OPENLANE INC Consumer Cyclical 12,145.0 $362K 0.00% +237.0 +2.0% $29.78 +17.7%
258 WHD CACTUS INC Energy 7,868.0 $359K 0.00% +186.0 +2.4% $45.68 +36.1%
259 AVA AVISTA CORP Utilities 9,300.0 $358K 0.00% +214.0 +2.4% $38.54 +6.2%
260 NMIH NMI HLDGS INC Financial Services 8,785.0 $358K 0.00% +95.0 +1.1% $40.79 -7.4%
Page 13 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%