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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 9 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PIPER SANDLER COMPANIES 1,901.0 $646K 0.01% +39.0 +2.1% $339.71
162 GTES GATES INDL CORP PLC Industrials 29,520.0 $634K 0.01% +666.0 +2.3% $21.47 +26.4%
163 ETSY INC 11,281.0 $625K 0.01% +179.0 +1.6% $55.44
164 BOOT BOOT BARN HLDGS INC Consumer Cyclical 3,484.0 $615K 0.01% +61.0 +1.8% $176.47 -3.3%
165 MMSI MERIT MED SYS INC Healthcare 6,776.0 $597K 0.01% +142.0 +2.1% $88.14 -24.5%
166 BMI BADGER METER INC Technology 3,368.0 $587K 0.01% +67.0 +2.0% $174.41 -24.5%
167 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 6,716.0 $587K 0.01% +165.0 +2.5% $87.34 +25.7%
168 MC MOELIS & CO Financial Services 8,457.0 $581K 0.01% +148.0 +1.8% $68.74 -1.5%
169 GVA GRANITE CONSTR INC Industrials 4,989.0 $575K 0.01% +84.0 +1.7% $115.35 +21.9%
170 AUB ATLANTIC UN BANKSHARES CORP Financial Services 16,289.0 $575K 0.01% +325.0 +2.0% $35.30 +14.2%
171 BCPC BALCHEM CORP Basic Materials 3,702.0 $568K 0.01% +66.0 +1.8% $153.36 +7.6%
172 RDNT RADNET INC Healthcare 7,936.0 $566K 0.01% +182.0 +2.4% $71.35 -20.5%
173 ACIW ACI WORLDWIDE INC Technology 11,782.0 $563K 0.01% +223.0 +1.9% $47.81 -5.4%
174 CSW INDUSTRIALS INC 1,907.0 $560K 0.01% +25.0 +1.3% $293.53
175 AX AXOS FINANCIAL INC Financial Services 6,474.0 $558K 0.01% +159.0 +2.5% $86.16 +4.8%
176 RDN RADIAN GROUP INC Financial Services 15,485.0 $557K 0.01% +312.0 +2.1% $35.99 -3.7%
177 REZI RESIDEO TECHNOLOGIES INC Industrials 15,742.0 $553K 0.01% +411.0 +2.7% $35.12 -9.9%
178 ABCB AMERIS BANCORP Financial Services 7,311.0 $543K 0.01% +117.0 +1.6% $74.27 +19.8%
179 MAC MACERICH CO Real Estate 29,273.0 $540K 0.01% +961.0 +3.4% $18.46 +37.9%
180 SKY CHAMPION HOMES INC Consumer Cyclical 6,384.0 $539K 0.01% +95.0 +1.5% $84.50 -6.9%
Page 9 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%