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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 4 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FITB FIFTH THIRD BANCORP Financial Services 174,958.0 $8.2M 0.09% +21K +13.9% $46.81 +5.0%
62 HIG HARTFORD INSURANCE GROUP INC Financial Services 59,136.0 $8.1M 0.09% +2K +3.2% $137.80 -1.3%
63 SAIA SAIA INC Industrials 24,740.0 $8.1M 0.09% +2K +10.7% $326.52 +42.9%
64 EVRG EVERGY INC Utilities 110,639.0 $8.0M 0.08% +4K +3.9% $72.49 +15.4%
65 CMC COMMERCIAL METALS CO Basic Materials 112,475.0 $7.8M 0.08% +61K +117.6% $69.22 +2.1%
66 SPXC SPX TECHNOLOGIES INC Industrials 38,329.0 $7.7M 0.08% +15K +65.0% $200.06 +2.7%
67 DDOG DATADOG INC Technology 55,785.0 $7.6M 0.08% +10K +20.8% $135.99 +60.3%
68 IQVIA HLDGS INC 33,533.0 $7.6M 0.08% +385.0 +1.2% $225.41
69 RGLD ROYAL GOLD INC Basic Materials 33,719.0 $7.5M 0.08% +3K +10.9% $222.29 +0.4%
70 ALL ALLSTATE CORP Financial Services 35,675.0 $7.4M 0.08% +7K +24.9% $208.15 +3.0%
71 TSCO TRACTOR SUPPLY CO Consumer Cyclical 146,601.0 $7.3M 0.08% +25K +20.2% $50.01 -36.6%
72 ROST ROSS STORES INC Consumer Cyclical 40,435.0 $7.3M 0.08% +4K +9.8% $180.14 +18.1%
73 CTVA CORTEVA INC Basic Materials 108,210.0 $7.3M 0.08% +35K +47.0% $67.03 +17.9%
74 NI NISOURCE INC Utilities 169,497.0 $7.1M 0.07% +4K +2.6% $41.76 +14.2%
75 CPT CAMDEN PPTY TR Real Estate 63,082.0 $6.9M 0.07% +9K +16.4% $110.08 -3.6%
76 DVN DEVON ENERGY CORP NEW Energy 189,027.0 $6.9M 0.07% +7K +4.0% $36.63 +28.6%
77 CWST CASELLA WASTE SYS INC Industrials 70,574.0 $6.9M 0.07% +10K +17.4% $97.94 -10.9%
78 IOSP INNOSPEC INC Basic Materials 87,921.0 $6.7M 0.07% +12K +16.1% $76.54 +2.9%
79 MTRN MATERION CORP Basic Materials 53,614.0 $6.7M 0.07% +2K +2.9% $124.32 +69.0%
80 MSCI MSCI INC Financial Services 11,525.0 $6.6M 0.07% +2K +16.9% $573.73 +1.5%
Page 4 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%