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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 18 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ENTG ENTEGRIS INC Technology 70,014.0 $6.5M 0.07% NEW $92.46 +42.1%
342 ITT ITT INC Industrials 36,023.0 $6.4M 0.07% NEW $178.76 +7.8%
343 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 45,806.0 $6.4M 0.07% NEW $140.38 +10.8%
344 ATO ATMOS ENERGY CORP Utilities 37,559.0 $6.4M 0.07% NEW $170.75 +3.9%
345 TFC TRUIST FINL CORP Financial Services 139,773.0 $6.4M 0.07% NEW $45.72 +5.0%
346 DVN DEVON ENERGY CORP NEW Energy 181,758.0 $6.4M 0.07% NEW $35.06 +34.4%
347 SRE SEMPRA Utilities 70,714.0 $6.4M 0.07% NEW $89.98 +1.6%
348 MAR MARRIOTT INTL INC NEW Consumer Cyclical 24,419.0 $6.4M 0.07% NEW $260.44 +42.3%
349 CBRE CBRE GROUP INC Real Estate 40,109.0 $6.3M 0.07% NEW $157.56 -16.8%
350 CUZ COUSINS PPTYS INC Real Estate 218,320.0 $6.3M 0.07% NEW $28.94 -8.7%
351 CMI CUMMINS INC Industrials 14,940.0 $6.3M 0.07% NEW $422.37 +51.2%
352 IQVIA HLDGS INC 33,148.0 $6.3M 0.07% NEW $189.94
353 MTRN MATERION CORP Basic Materials 52,095.0 $6.3M 0.07% NEW $120.81 +73.9%
354 GM GENERAL MTRS CO Consumer Cyclical 103,185.0 $6.3M 0.07% NEW $60.97 +26.6%
355 FOUR SHIFT4 PMTS INC Technology 80,367.0 $6.2M 0.07% NEW $77.40 -43.8%
356 REGN REGENERON PHARMACEUTICALS Healthcare 11,024.0 $6.2M 0.07% NEW $562.27 +15.6%
357 LHX L3HARRIS TECHNOLOGIES INC Industrials 20,246.0 $6.2M 0.07% NEW $305.41 +0.3%
358 ALL ALLSTATE CORP Financial Services 28,563.0 $6.1M 0.07% NEW $214.65 -0.1%
359 BLDR BUILDERS FIRSTSOURCE INC Industrials 50,503.0 $6.1M 0.07% NEW $121.25 -39.1%
360 FAST FASTENAL CO Industrials 124,433.0 $6.1M 0.06% NEW $49.04 -11.2%
Page 18 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%