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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 5 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTR VENTAS INC Real Estate 85,290.0 $6.6M 0.07% +4K +4.9% $77.38 +14.5%
82 ATO ATMOS ENERGY CORP Utilities 39,186.0 $6.6M 0.07% +2K +4.3% $167.63 +5.9%
83 DLR DIGITAL RLTY TR INC Real Estate 42,424.0 $6.6M 0.07% +3K +7.6% $154.71 +25.6%
84 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 23,390.0 $6.4M 0.07% +339.0 +1.5% $275.39 +172.7%
85 MPWR MONOLITHIC PWR SYS INC Technology 6,983.0 $6.3M 0.07% +909.0 +15.0% $906.36 +72.3%
86 MLM MARTIN MARIETTA MATLS INC Basic Materials 10,065.0 $6.3M 0.07% +4K +54.0% $622.66 -13.6%
87 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 15,466.0 $6.2M 0.07% +159.0 +1.0% $397.65 -24.4%
88 RL RALPH LAUREN CORP Consumer Cyclical 17,212.0 $6.1M 0.06% +3K +22.0% $353.61 -6.9%
89 CYTK CYTOKINETICS INC Healthcare 95,230.0 $6.1M 0.06% +40K +72.3% $63.54 +22.9%
90 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 301,134.0 $5.9M 0.06% +288K +2155.3% $19.68 +30.0%
91 HUM HUMANA INC Healthcare 23,131.0 $5.9M 0.06% +724.0 +3.2% $256.13 +18.6%
92 VCEL VERICEL CORP Healthcare 161,870.0 $5.8M 0.06% +8K +5.4% $36.01 -1.7%
93 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 383,960.0 $5.8M 0.06% +4K +1.0% $15.08 -24.8%
94 SYNA SYNAPTICS INC Technology 78,147.0 $5.8M 0.06% +60K +339.0% $74.02 +75.4%
95 WING WINGSTOP INC Consumer Cyclical 23,535.0 $5.6M 0.06% +1K +5.3% $238.49 -46.3%
96 VLTO VERALTO CORP Industrials 54,041.0 $5.4M 0.06% +2K +3.8% $99.78 -13.6%
97 STE STERIS PLC Healthcare 21,171.0 $5.4M 0.06% +1K +7.3% $253.52 -14.8%
98 HL HECLA MNG CO Basic Materials 278,877.0 $5.4M 0.06% +205K +276.5% $19.19 -9.8%
99 VRSK VERISK ANALYTICS INC Industrials 23,266.0 $5.2M 0.06% +5K +25.9% $223.69 -23.7%
100 XENE XENON PHARMACEUTICALS INC Healthcare 116,088.0 $5.2M 0.06% +21K +22.3% $44.82 +22.0%
Page 5 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%