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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 21 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CERT CERTARA INC Healthcare 13,653.0 $120K 0.00% +159.0 +1.2% $8.81 -41.3%
402 GO GROCERY OUTLET HLDG CORP Consumer Defensive 11,216.0 $113K 0.00% +227.0 +2.1% $10.10 -20.7%
403 CXM SPRINKLR INC Technology 13,836.0 $108K 0.00% +236.0 +1.7% $7.78 -32.1%
404 HLX HELIX ENERGY SOLUTIONS GRP I Energy 15,634.0 $98K 0.00% +322.0 +2.1% $6.27 +60.1%
405 CFFN CAPITOL FED FINL INC Financial Services 13,901.0 $95K 0.00% +213.0 +1.6% $6.81 +14.4%
406 EXPI EXP WORLD HLDGS INC Real Estate 10,348.0 $94K 0.00% +309.0 +3.1% $9.05 -43.9%
407 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 13,566.0 $87K 0.00% +274.0 +2.1% $6.41 -4.1%
408 VSTS VESTIS CORPORATION Industrials 12,808.0 $85K 0.00% +255.0 +2.0% $6.67 +75.4%
409 HTZ HERTZ GLOBAL HLDGS INC Industrials 14,245.0 $73K 0.00% +320.0 +2.3% $5.14 -1.6%
410 MYGN MYRIAD GENETICS INC Healthcare 10,654.0 $66K 0.00% +231.0 +2.2% $6.15 -36.4%
411 VIR VIR BIOTECHNOLOGY INC Healthcare 10,813.0 $65K 0.00% +232.0 +2.2% $6.03 +47.3%
412 CTKB CYTEK BIOSCIENCES INC Healthcare 12,568.0 $63K 0.00% +312.0 +2.5% $5.05 -21.6%
413 MCW MISTER CAR WASH INC Consumer Cyclical 11,232.0 $62K 0.00% +234.0 +2.1% $5.56 +27.7%
414 SABR SABRE CORP Consumer Cyclical 45,133.0 $61K 0.00% +941.0 +2.1% $1.36 +16.2%
415 INN SUMMIT HOTEL PPTYS INC Real Estate 12,104.0 $59K 0.00% +243.0 +2.0% $4.87 +15.8%
416 BDN BRANDYWINE RLTY TR Real Estate 19,853.0 $58K 0.00% +396.0 +2.0% $2.92 +2.1%
Page 21 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%