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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 16 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CWT CALIFORNIA WTR SVC GROUP Utilities 6,811.0 $295K 0.00% +137.0 +2.0% $43.33 -0.3%
302 HUBG HUB GROUP INC Industrials 6,924.0 $295K 0.00% +131.0 +1.9% $42.61 -4.5%
303 PFS PROVIDENT FINL SVCS INC Financial Services 14,929.0 $295K 0.00% +297.0 +2.0% $19.75 +12.2%
304 FFBC FIRST FINL BANCORP OH Financial Services 11,747.0 $294K 0.00% +1K +9.5% $25.02 +22.6%
305 ALRM ALARM COM HLDGS INC Technology 5,701.0 $291K 0.00% +111.0 +2.0% $51.02 -14.3%
306 WAFD WAFD INC Financial Services 9,005.0 $288K 0.00% +179.0 +2.0% $32.03 +10.7%
307 MCY MERCURY GENL CORP NEW Financial Services 3,039.0 $286K 0.00% +61.0 +2.0% $94.06 +8.8%
308 ACLS AXCELIS TECHNOLOGIES INC Technology 3,543.0 $285K 0.00% +24.0 +0.7% $80.34 +89.8%
309 MPT MEDICAL PPTYS TRUST INC Financial Services 56,373.0 $282K 0.00% +1K +2.1% $5.00 +3.2%
310 DNOW DNOW INC Energy 21,220.0 $281K 0.00% +9K +76.9% $13.25 -2.7%
311 FCPT FOUR CORNERS PPTY TR INC Real Estate 12,124.0 $280K 0.00% +422.0 +3.6% $23.06 +8.4%
312 UE URBAN EDGE PPTYS Real Estate 14,384.0 $276K 0.00% +293.0 +2.1% $19.19 +14.5%
313 PHIN PHINIA INC Consumer Cyclical 4,394.0 $275K 0.00% +36.0 +0.8% $62.69 +18.9%
314 CNK CINEMARK HLDGS INC Communication Services 11,794.0 $274K 0.00% +325.0 +2.8% $23.24 +14.5%
315 OII OCEANEERING INTL INC Energy 11,404.0 $274K 0.00% +179.0 +1.6% $24.03 +60.1%
316 CVBF CVB FINL CORP Financial Services 14,698.0 $273K 0.00% +186.0 +1.3% $18.60 +9.2%
317 KLIC KULICKE & SOFFA INDS INC Technology 5,960.0 $272K 0.00% +119.0 +2.0% $45.56 +121.9%
318 JOE ST JOE CO Real Estate 4,554.0 $270K 0.00% +78.0 +1.7% $59.37 +7.8%
319 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 6,860.0 $270K 0.00% +141.0 +2.1% $39.30 +49.2%
320 TRMK TRUSTMARK CORP Financial Services 6,853.0 $267K 0.00% +91.0 +1.4% $38.95 +13.6%
Page 16 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%