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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 8 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CTRE CARETRUST REIT INC Real Estate 25,522.0 $923K 0.01% +845.0 +3.4% $36.16 +13.4%
142 JBT MAREL CORPORATION 5,940.0 $895K 0.01% +118.0 +2.0% $150.67
143 SITM SITIME CORP Technology 2,506.0 $885K 0.01% +59.0 +2.4% $353.19 +97.3%
144 LNC LINCOLN NATL CORP IND Financial Services 19,321.0 $860K 0.01% +421.0 +2.2% $44.53 -19.2%
145 LUMN LUMEN TECHNOLOGIES INC Communication Services 107,846.0 $838K 0.01% +2K +2.0% $7.77 +21.5%
146 EMN EASTMAN CHEM CO Basic Materials 13,037.0 $832K 0.01% +611.0 +4.9% $63.83 +14.7%
147 QRVO QORVO INC Technology 9,610.0 $812K 0.01% +165.0 +1.8% $84.51 +16.9%
148 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 17,023.0 $791K 0.01% +319.0 +1.9% $46.49 +2.9%
149 MOOG INC 3,249.0 $791K 0.01% +65.0 +2.0% $243.55
150 AIR LEASE CORP 12,008.0 $771K 0.01% +240.0 +2.0% $64.23
151 MKTX MARKETAXESS HLDGS INC Financial Services 4,249.0 $770K 0.01% +64.0 +1.5% $181.25 -24.8%
152 GKOS GLAUKOS CORP Healthcare 6,564.0 $741K 0.01% +140.0 +2.2% $112.91 +23.1%
153 SMTC SEMTECH CORP Technology 9,918.0 $731K 0.01% +213.0 +2.2% $73.69 +92.5%
154 EAT BRINKER INTL INC Consumer Cyclical 5,078.0 $729K 0.01% +99.0 +2.0% $143.52 -4.8%
155 SEALED AIR CORP NEW 16,815.0 $697K 0.01% +338.0 +2.0% $41.43
156 MIR MIRION TECHNOLOGIES INC Industrials 28,324.0 $663K 0.01% +867.0 +3.2% $23.42 -24.8%
157 RALLIANT CORP 12,893.0 $656K 0.01% +264.0 +2.1% $50.91
158 ESI ELEMENT SOLUTIONS INC Basic Materials 25,999.0 $650K 0.01% +558.0 +2.2% $24.99 +61.5%
159 MHK MOHAWK INDS INC Consumer Cyclical 5,935.0 $649K 0.01% +279.0 +4.9% $109.30 -6.4%
160 KMX CARMAX INC Consumer Cyclical 16,783.0 $648K 0.01% +519.0 +3.2% $38.64 +0.7%
Page 8 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%