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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 3 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXPAND ENERGY CORPORATION 93,305.0 $10.3M 0.11% +4K +4.8% $110.36
42 ENTERGY CORP NEW 110,189.0 $10.2M 0.11% +3K +2.7% $92.43
43 ACGL ARCH CAP GROUP LTD Financial Services 105,942.0 $10.2M 0.11% +10K +10.4% $95.92 +0.2%
44 CR CRANE COMPANY Industrials 54,076.0 $10.0M 0.10% +4K +7.9% $184.43 -4.9%
45 CENCORA INC 29,524.0 $10.0M 0.10% +4K +17.8% $337.75
46 SNPS SYNOPSYS INC Technology 21,165.0 $9.9M 0.10% +652.0 +3.2% $469.72 +6.2%
47 CYBERARK SOFTWARE LTD 22,223.0 $9.9M 0.10% +3K +13.4% $446.06
48 TDY TELEDYNE TECHNOLOGIES INC Technology 19,395.0 $9.9M 0.10% +3K +19.6% $510.73 +20.3%
49 VNT VONTIER CORPORATION Technology 265,723.0 $9.9M 0.10% +3K +1.1% $37.18 -23.6%
50 HOOD ROBINHOOD MKTS INC Financial Services 84,440.0 $9.6M 0.10% +544.0 +0.7% $113.10 -32.9%
51 PRI PRIMERICA INC Financial Services 36,129.0 $9.3M 0.10% +1K +4.0% $258.36 +8.8%
52 TDW TIDEWATER INC NEW Energy 181,987.0 $9.2M 0.10% +84K +85.7% $50.51 +67.4%
53 GGG GRACO INC Industrials 111,059.0 $9.1M 0.10% +3K +2.4% $81.97 -8.1%
54 AZO AUTOZONE INC Consumer Cyclical 2,681.0 $9.1M 0.10% +120.0 +4.7% $3391.50 +1.4%
55 HQY HEALTHEQUITY INC Healthcare 98,079.0 $9.0M 0.09% +4K +4.0% $91.61 -5.7%
56 GWRE GUIDEWIRE SOFTWARE INC Technology 44,231.0 $8.9M 0.09% +558.0 +1.3% $201.01 -32.5%
57 VST VISTRA CORP Utilities 54,542.0 $8.8M 0.09% +9K +18.7% $161.33 -10.7%
58 NOVT NOVANTA INC Technology 73,221.0 $8.7M 0.09% +4K +5.1% $118.99 +30.2%
59 BKR BAKER HUGHES COMPANY Energy 184,334.0 $8.4M 0.09% +4K +2.0% $45.54 +44.5%
60 CBRE CBRE GROUP INC Real Estate 51,460.0 $8.3M 0.09% +11K +28.3% $160.79 -18.5%
Page 3 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%