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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 20 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FTRE FORTREA HLDGS INC Healthcare 10,561.0 $182K 0.00% +390.0 +3.8% $17.25 -23.8%
382 NWL NEWELL BRANDS INC Consumer Defensive 47,912.0 $178K 0.00% +966.0 +2.1% $3.72 -3.8%
383 SIX FLAGS ENTERTAINMENT CORP 11,598.0 $178K 0.00% +252.0 +2.2% $15.34
384 DYNAVAX TECHNOLOGIES CORP 11,408.0 $175K 0.00% +243.0 +2.2% $15.38
385 NEO NEOGENOMICS INC Healthcare 14,788.0 $174K 0.00% +318.0 +2.2% $11.76 -22.5%
386 ABR ARBOR REALTY TRUST INC Real Estate 22,368.0 $174K 0.00% +827.0 +3.8% $7.76 -23.8%
387 LEG LEGGETT & PLATT INC Consumer Cyclical 15,479.0 $170K 0.00% +317.0 +2.1% $11.00 -8.7%
388 EFC ELLINGTON FINANCIAL INC Real Estate 12,265.0 $167K 0.00% +1K +9.6% $13.58 -0.1%
389 VYX NCR VOYIX CORPORATION Technology 15,829.0 $161K 0.00% +344.0 +2.2% $10.20 -36.6%
390 HOPE HOPE BANCORP INC Financial Services 14,651.0 $161K 0.00% +293.0 +2.0% $10.96 +13.6%
391 MBC MASTERBRAND INC Consumer Cyclical 14,490.0 $160K 0.00% +294.0 +2.1% $11.04 -31.2%
392 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 11,143.0 $159K 0.00% +60.0 +0.5% $14.26 -11.8%
393 JBLU JETBLUE AWYS CORP Industrials 33,256.0 $151K 0.00% +667.0 +2.0% $4.55 +10.1%
394 WEN WENDYS CO Consumer Cyclical 18,056.0 $150K 0.00% +338.0 +1.9% $8.33 -7.0%
395 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 10,544.0 $150K 0.00% +200.0 +1.9% $14.19 +62.2%
396 ARI APOLLO COML REAL EST FIN INC Real Estate 14,928.0 $145K 0.00% +298.0 +2.0% $9.68 +13.1%
397 KW KENNEDY-WILSON HOLDINGS INC Real Estate 13,712.0 $133K 0.00% +273.0 +2.0% $9.67 +13.8%
398 HLIT HARMONIC INC Technology 12,827.0 $127K 0.00% +84.0 +0.7% $9.89 +28.4%
399 TWO HBRS INVT CORP 11,904.0 $125K 0.00% +239.0 +2.0% $10.50
400 AHCO ADAPTHEALTH CORP Healthcare 12,266.0 $122K 0.00% +256.0 +2.1% $9.96 +5.7%
Page 20 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%