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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 17 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CUBI CUSTOMERS BANCORP INC Financial Services 3,632.0 $266K 0.00% +338.0 +10.3% $73.12 +3.5%
322 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 5,241.0 $265K 0.00% +108.0 +2.1% $50.48 +20.0%
323 PLUS EPLUS INC Technology 2,994.0 $263K 0.00% +41.0 +1.4% $87.70 -5.4%
324 DIOD DIODES INC Technology 5,301.0 $262K 0.00% +99.0 +1.9% $49.34 +95.2%
325 KSS KOHLS CORP Consumer Cyclical 12,809.0 $261K 0.00% +258.0 +2.1% $20.41 -37.8%
326 SIRIUSPOINT LTD 11,929.0 $261K 0.00% +243.0 +2.1% $21.89
327 OI O-I GLASS INC Consumer Cyclical 17,555.0 $259K 0.00% +296.0 +1.7% $14.76 -39.0%
328 CHEF CHEFS WHSE INC Consumer Defensive 4,139.0 $258K 0.00% +75.0 +1.9% $62.33 +25.3%
329 SRPT SAREPTA THERAPEUTICS INC Healthcare 11,976.0 $258K 0.00% +1K +9.4% $21.52 -20.4%
330 HILLENBRAND INC 8,056.0 $256K 0.00% +161.0 +2.0% $31.72
331 EXTR EXTREME NETWORKS Technology 15,283.0 $254K 0.00% +490.0 +3.3% $16.65 +43.5%
332 BEACON FINANCIAL CORP. 9,590.0 $253K 0.00% +278.0 +3.0% $26.37
333 GEO GEO GROUP INC NEW Industrials 15,627.0 $252K 0.00% +78.0 +0.5% $16.12 +43.4%
334 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 3,151.0 $252K 0.00% +63.0 +2.0% $79.82 +10.7%
335 PRK PARK NATL CORP Financial Services 1,635.0 $249K 0.00% +33.0 +2.1% $152.18 +10.9%
336 NBTB NBT BANCORP INC Financial Services 5,979.0 $248K 0.00% +110.0 +1.9% $41.52 +10.5%
337 SM SM ENERGY CO Energy 13,093.0 $245K 0.00% +216.0 +1.7% $18.70 +86.1%
338 BANR BANNER CORP Financial Services 3,896.0 $244K 0.00% +22.0 +0.6% $62.66 +3.1%
339 NGVT INGEVITY CORP Basic Materials 4,110.0 $243K 0.00% +25.0 +0.6% $59.18 +10.2%
340 SONO SONOS INC Technology 13,816.0 $243K 0.00% +275.0 +2.0% $17.56 -14.5%
Page 17 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%