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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 7 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HBAN HUNTINGTON BANCSHARES INC Financial Services 168,824.0 $2.9M 0.03% +10K +6.2% $17.35 -8.6%
122 LKQ LKQ CORP Consumer Cyclical 92,361.0 $2.8M 0.03% +6K +6.7% $30.20 -11.0%
123 OMC OMNICOM GROUP INC Communication Services 34,266.0 $2.8M 0.03% +13K +63.2% $80.75 -8.6%
124 EL LAUDER ESTEE COS INC Consumer Defensive 26,408.0 $2.8M 0.03% +1K +4.0% $104.72 -24.6%
125 NET CLOUDFLARE INC Technology 13,857.0 $2.7M 0.03% +6K +78.9% $197.15 +7.9%
126 IIIV I3 VERTICALS INC Technology 104,662.0 $2.6M 0.03% +8K +8.0% $25.19 -21.9%
127 COOPER COS INC 31,874.0 $2.6M 0.03% +589.0 +1.9% $81.96
128 RDDT REDDIT INC Communication Services 10,630.0 $2.4M 0.03% +8K +336.4% $229.87 -36.2%
129 VEEV VEEVA SYS INC Healthcare 10,655.0 $2.4M 0.03% +5K +80.4% $223.23 -26.1%
130 CMS CMS ENERGY CORP Utilities 32,670.0 $2.3M 0.02% +229.0 +0.7% $69.93 +5.3%
131 ALKS ALKERMES PLC Healthcare 72,867.0 $2.0M 0.02% +54K +294.1% $27.98 +32.1%
132 TPL TEXAS PACIFIC LAND CORPORATI Energy 6,217.0 $1.8M 0.02% +4K +197.2% $287.22 +40.1%
133 POOL POOL CORP Industrials 7,123.0 $1.6M 0.02% +258.0 +3.8% $228.75 -20.5%
134 SHC SOTERA HEALTH CO Healthcare 86,310.0 $1.5M 0.02% +5K +6.1% $17.64 -11.8%
135 LNG CHENIERE ENERGY INC Energy 7,774.0 $1.5M 0.02% +2K +33.5% $194.39 +23.7%
136 TEAM ATLASSIAN CORPORATION Technology 7,762.0 $1.3M 0.01% +2K +36.6% $162.14 -46.8%
137 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 15,802.0 $1.0M 0.01% +315.0 +2.0% $66.39 +13.8%
138 AWI ARMSTRONG WORLD INDS INC NEW Industrials 4,929.0 $942K 0.01% +83.0 +1.7% $191.10 -17.8%
139 IDCC INTERDIGITAL INC Technology 2,942.0 $937K 0.01% +52.0 +1.8% $318.38 -16.1%
140 SANM SANMINA CORPORATION Technology 6,236.0 $936K 0.01% +267.0 +4.5% $150.07 +54.0%
Page 7 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%