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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 12 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SYBT STOCK YDS BANCORP INC Financial Services 128,554.0 $9.0M 0.10% NEW $69.99 +1.5%
222 NKE NIKE INC Consumer Cyclical 128,754.0 $9.0M 0.10% NEW $69.73 -36.3%
223 CL COLGATE PALMOLIVE CO Consumer Defensive 112,290.0 $9.0M 0.10% NEW $79.94 +13.1%
224 TLN TALEN ENERGY CORP Utilities 21,098.0 $9.0M 0.10% NEW $425.38 -19.0%
225 MMM 3M CO Industrials 57,751.0 $9.0M 0.09% NEW $155.18 -2.3%
226 HQY HEALTHEQUITY INC Healthcare 94,304.0 $8.9M 0.09% NEW $94.77 -8.8%
227 SR SPIRE INC Utilities 109,602.0 $8.9M 0.09% NEW $81.52 +6.4%
228 ASH ASHLAND INC Basic Materials 186,057.0 $8.9M 0.09% NEW $47.91 +17.4%
229 HCA HCA HEALTHCARE INC Healthcare 20,908.0 $8.9M 0.09% NEW $426.20 -7.9%
230 NOC NORTHROP GRUMMAN CORP Industrials 14,565.0 $8.9M 0.09% NEW $609.32 -9.5%
231 WM WASTE MGMT INC DEL Industrials 40,182.0 $8.9M 0.09% NEW $220.83 -0.6%
232 EXLS EXLSERVICE HOLDINGS INC Technology 201,401.0 $8.9M 0.09% NEW $44.03 -33.6%
233 BKR BAKER HUGHES COMPANY Energy 180,690.0 $8.8M 0.09% NEW $48.72 +35.1%
234 MDLZ MONDELEZ INTL INC Consumer Defensive 140,304.0 $8.8M 0.09% NEW $62.47 -1.6%
235 ACGL ARCH CAP GROUP LTD Financial Services 95,992.0 $8.7M 0.09% NEW $90.73 +6.0%
236 SHW SHERWIN WILLIAMS CO Basic Materials 25,130.0 $8.7M 0.09% NEW $346.26 -11.1%
237 AJG GALLAGHER ARTHUR J & CO Financial Services 27,790.0 $8.6M 0.09% NEW $309.74 -33.0%
238 PNC PNC FINL SVCS GROUP INC Financial Services 42,689.0 $8.6M 0.09% NEW $200.93 +7.9%
239 PWR QUANTA SVCS INC Industrials 20,690.0 $8.6M 0.09% NEW $414.42 +71.3%
240 TRU TRANSUNION Industrials 100,480.0 $8.4M 0.09% NEW $83.78 -17.7%
Page 12 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%