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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 6 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XYL XYLEM INC Industrials 35,696.0 $4.9M 0.05% +9K +35.2% $136.18 -20.5%
102 LMAT LEMAITRE VASCULAR INC Healthcare 58,476.0 $4.7M 0.05% +10K +20.7% $81.10 +22.7%
103 VRT VERTIV HOLDINGS CO Industrials 28,254.0 $4.6M 0.05% +14K +104.9% $162.01 +94.8%
104 RGEN REPLIGEN CORP Healthcare 26,622.0 $4.4M 0.05% +1K +4.1% $163.86 -31.8%
105 DY DYCOM INDS INC Industrials 12,049.0 $4.1M 0.04% +9K +271.9% $337.90 +22.6%
106 BWA BORGWARNER INC Consumer Cyclical 89,030.0 $4.0M 0.04% +65K +267.3% $45.06 +41.0%
107 CSGP COSTAR GROUP INC Real Estate 59,579.0 $4.0M 0.04% +6K +10.9% $67.24 -49.5%
108 DOC HEALTHPEAK PROPERTIES INC Real Estate 240,390.0 $3.9M 0.04% +13K +5.7% $16.08 +22.1%
109 PCTY PAYLOCITY HLDG CORP Technology 25,342.0 $3.9M 0.04% +950.0 +3.9% $152.50 -26.7%
110 SOLENO THERAPEUTICS INC 83,166.0 $3.9M 0.04% +4K +5.5% $46.30
111 POWL POWELL INDS INC Industrials 11,739.0 $3.7M 0.04% +11K +1012.7% $318.78 -15.0%
112 DD DUPONT DE NEMOURS INC Basic Materials 88,618.0 $3.6M 0.04% +43K +95.3% $40.20 +17.3%
113 TECH BIO-TECHNE CORP Healthcare 60,111.0 $3.5M 0.04% +3K +6.0% $58.81 -20.6%
114 HEICO CORP NEW 13,728.0 $3.5M 0.04% +7K +112.0% $252.43
115 LPLA LPL FINL HLDGS INC Financial Services 9,495.0 $3.4M 0.04% +4K +70.5% $357.17 -19.4%
116 ROL ROLLINS INC Consumer Cyclical 53,827.0 $3.2M 0.03% +18K +52.1% $60.02 -11.2%
117 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 237,098.0 $3.1M 0.03% +9K +3.8% $13.28 -19.4%
118 MPLX MPLX LP Energy 58,698.0 $3.1M 0.03% +5K +8.9% $53.37 +4.2%
119 PODD INSULET CORP Healthcare 10,831.0 $3.1M 0.03% +2K +17.3% $284.24 -44.9%
120 FLUTTER ENTMT PLC 14,222.0 $3.1M 0.03% +6K +66.2% $215.04
Page 6 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%