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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 14 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FIRST HAWAIIAN INC 14,140.0 $358K 0.00% +180.0 +1.3% $25.30
262 TEGNA INC 18,408.0 $357K 0.00% +387.0 +2.1% $19.41
263 KTB KONTOOR BRANDS INC Consumer Cyclical 5,846.0 $357K 0.00% +119.0 +2.1% $61.09 +13.6%
264 YOU CLEAR SECURE INC Technology 10,134.0 $356K 0.00% +416.0 +4.3% $35.08 +76.8%
265 KGS KODIAK GAS SVCS INC Energy 9,499.0 $355K 0.00% +2K +28.9% $37.40 +93.6%
266 PSMT PRICESMART INC Consumer Defensive 2,892.0 $355K 0.00% +70.0 +2.5% $122.67 +35.3%
267 HAYW HAYWARD HLDGS INC Industrials 22,803.0 $352K 0.00% +470.0 +2.1% $15.45 -11.5%
268 SBCF SEACOAST BKG CORP FLA Financial Services 11,072.0 $348K 0.00% +1K +13.9% $31.42 -2.5%
269 SHOO MADDEN STEVEN LTD Consumer Cyclical 8,304.0 $346K 0.00% +166.0 +2.0% $41.64 -2.8%
270 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 6,019.0 $346K 0.00% +98.0 +1.7% $57.44 +10.0%
271 BXMT BLACKSTONE MTG TR INC Real Estate 18,020.0 $345K 0.00% +157.0 +0.9% $19.13 -6.0%
272 LBRT LIBERTY ENERGY INC Energy 18,512.0 $342K 0.00% +370.0 +2.0% $18.46 +78.1%
273 FRPT FRESHPET INC Consumer Defensive 5,578.0 $340K 0.00% +114.0 +2.1% $60.93 -15.8%
274 HWKN HAWKINS INC Basic Materials 2,388.0 $339K 0.00% +49.0 +2.1% $142.06 +7.4%
275 LCII LCI INDS Consumer Cyclical 2,766.0 $336K 0.00% +50.0 +1.8% $121.34 -10.0%
276 HNI HNI CORP Industrials 7,870.0 $331K 0.00% +3K +53.3% $42.04 -26.6%
277 GFF GRIFFON CORP Industrials 4,470.0 $329K 0.00% +89.0 +2.0% $73.65 +14.9%
278 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 8,053.0 $328K 0.00% +159.0 +2.0% $40.74 -8.9%
279 MGEE MGE ENERGY INC Utilities 4,177.0 $328K 0.00% +84.0 +2.0% $78.42 -3.1%
280 HP HELMERICH & PAYNE INC Energy 11,365.0 $326K 0.00% +226.0 +2.0% $28.68 +38.1%
Page 14 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%