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Portfolio (Quarterly) Guide ↗

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

· CIK 0000922127
13F Portfolio $9.5B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1351 New
Page 10 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EME EMCOR GROUP INC Industrials 16,054.0 $10.4M 0.11% NEW $649.54 +30.7%
182 SBUX STARBUCKS CORP Consumer Cyclical 123,195.0 $10.4M 0.11% NEW $84.60 +25.9%
183 CVS CVS HEALTH CORP Healthcare 137,799.0 $10.4M 0.11% NEW $75.39 +23.8%
184 CDNS CADENCE DESIGN SYSTEM INC Technology 29,533.0 $10.4M 0.11% NEW $351.26 +2.0%
185 SNPS SYNOPSYS INC Technology 20,513.0 $10.1M 0.11% NEW $493.39 +1.1%
186 FLEX FLEX LTD Technology 173,336.0 $10.0M 0.11% NEW $57.97 +126.1%
187 NPO ENPRO INC Industrials 44,455.0 $10.0M 0.11% NEW $226.00 +34.0%
188 INSM INSMED INC Healthcare 69,754.0 $10.0M 0.11% NEW $144.01 -23.9%
189 GWRE GUIDEWIRE SOFTWARE INC Technology 43,673.0 $10.0M 0.11% NEW $229.86 -41.0%
190 ENTERGY CORP NEW 107,255.0 $10.0M 0.10% NEW $93.19
191 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 91,959.0 $9.9M 0.10% NEW $107.81 -14.3%
192 MOD MODINE MFG CO Consumer Cyclical 69,374.0 $9.9M 0.10% NEW $142.16 +75.9%
193 PR PERMIAN RESOURCES CORP Energy 768,963.0 $9.9M 0.10% NEW $12.81 +63.1%
194 AMT AMERICAN TOWER CORP NEW Real Estate 50,755.0 $9.8M 0.10% NEW $192.32 -4.4%
195 TDS TELEPHONE & DATA SYS INC Communication Services 248,338.0 $9.7M 0.10% NEW $39.24 +6.0%
196 CASY CASEYS GEN STORES INC Consumer Cyclical 17,171.0 $9.7M 0.10% NEW $565.32 +45.9%
197 CI THE CIGNA GROUP Healthcare 33,581.0 $9.7M 0.10% NEW $288.25 -2.2%
198 KKR KKR & CO INC Financial Services 74,363.0 $9.7M 0.10% NEW $129.95 -27.1%
199 PRI PRIMERICA INC Financial Services 34,729.0 $9.6M 0.10% NEW $277.59 +1.3%
200 CLH CLEAN HARBORS INC Industrials 41,330.0 $9.6M 0.10% NEW $232.22 +21.7%
Page 10 of 68  ·  1,351 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 30.3%
Financial Services 13.2%
Industrials 11.8%
Consumer Cyclical 10.7%
Healthcare 9.8%
Communication Services 7.8%
Consumer Defensive 4.5%
Real Estate 3.4%
Energy 3.3%
Utilities 3.0%