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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 17 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ILMN ILLUMINA INC Healthcare 70,983.0 $6.7M 0.07% NEW $94.97 +52.5%
322 BDX BECTON DICKINSON & CO Healthcare 35,971.0 $6.7M 0.07% NEW $187.17 -21.9%
323 DOCU DOCUSIGN INC Technology 93,319.0 $6.7M 0.07% NEW $72.09 -32.1%
324 KRYS KRYSTAL BIOTECH INC Healthcare 37,934.0 $6.7M 0.07% NEW $176.53 +72.3%
325 SAIA SAIA INC Industrials 22,358.0 $6.7M 0.07% NEW $299.36 +55.8%
326 COKE COCA COLA CONS INC Consumer Defensive 57,035.0 $6.7M 0.07% NEW $117.16 +50.5%
327 VLO VALERO ENERGY CORP Energy 39,196.0 $6.7M 0.07% NEW $170.26 +49.0%
328 WIX WIX COM LTD Technology 37,544.0 $6.7M 0.07% NEW $177.63 -69.2%
329 UPS UNITED PARCEL SERVICE INC Industrials 79,806.0 $6.7M 0.07% NEW $83.53 +18.4%
330 URI UNITED RENTALS INC Industrials 6,976.0 $6.7M 0.07% NEW $954.66 -1.9%
331 AEIS ADVANCED ENERGY INDS Industrials 39,101.0 $6.7M 0.07% NEW $170.14 +90.3%
332 BL BLACKLINE INC Technology 125,278.0 $6.7M 0.07% NEW $53.10 -45.5%
333 APOS APOLLO GLOBAL MGMT INC Financial Services 49,879.0 $6.6M 0.07% NEW $133.27 -80.4%
334 SPG SIMON PPTY GROUP INC NEW Real Estate 35,388.0 $6.6M 0.07% NEW $187.67 +8.8%
335 DDOG DATADOG INC Technology 46,198.0 $6.6M 0.07% NEW $142.40 +53.1%
336 APD AIR PRODS & CHEMS INC Basic Materials 24,119.0 $6.6M 0.07% NEW $272.72 +6.4%
337 JLL JONES LANG LASALLE INC Real Estate 21,882.0 $6.5M 0.07% NEW $298.28 -1.8%
338 AEP AMERICAN ELEC PWR CO INC Utilities 57,960.0 $6.5M 0.07% NEW $112.50 +15.2%
339 WSO WATSCO INC Industrials 16,119.0 $6.5M 0.07% NEW $404.30 -4.4%
340 AVIDITY BIOSCIENCES INC 148,849.0 $6.5M 0.07% NEW $43.57
Page 17 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%