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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 25 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 REXR REXFORD INDL RLTY INC Real Estate 109,051.0 $4.5M 0.05% NEW $41.11 -12.4%
482 KMB KIMBERLY-CLARK CORP Consumer Defensive 35,973.0 $4.5M 0.05% NEW $124.34 -20.6%
483 PAYX PAYCHEX INC Industrials 35,153.0 $4.5M 0.05% NEW $126.76 -25.6%
484 CNH INDL N V 410,140.0 $4.5M 0.05% NEW $10.85
485 KR KROGER CO Consumer Defensive 65,955.0 $4.4M 0.05% NEW $67.41 -0.5%
486 RL RALPH LAUREN CORP Consumer Cyclical 14,108.0 $4.4M 0.05% NEW $313.56 +5.0%
487 TGT TARGET CORP Consumer Defensive 49,268.0 $4.4M 0.05% NEW $89.70 +36.4%
488 VMC VULCAN MATLS CO Basic Materials 14,319.0 $4.4M 0.05% NEW $307.62 -14.4%
489 DCI DONALDSON INC Industrials 53,813.0 $4.4M 0.05% NEW $81.85 +0.9%
490 RRX REGAL REXNORD CORPORATION Industrials 30,653.0 $4.4M 0.05% NEW $143.44 +36.1%
491 GRMN GARMIN LTD Technology 17,732.0 $4.4M 0.05% NEW $246.22 -2.6%
492 DOC HEALTHPEAK PROPERTIES INC Real Estate 227,460.0 $4.4M 0.05% NEW $19.15 +2.6%
493 RMD RESMED INC Healthcare 15,908.0 $4.4M 0.05% NEW $273.73 -23.3%
494 KNSL KINSALE CAP GROUP INC Financial Services 10,224.0 $4.3M 0.05% NEW $425.26 -26.6%
495 NDAQ NASDAQ INC Financial Services 49,136.0 $4.3M 0.05% NEW $88.45 +2.2%
496 SPXC SPX TECHNOLOGIES INC Industrials 23,235.0 $4.3M 0.05% NEW $186.78 +10.0%
497 CPRT COPART INC Industrials 96,452.0 $4.3M 0.05% NEW $44.97 -23.5%
498 FRONTIER COMMUNICATIONS PARE 115,602.0 $4.3M 0.05% NEW $37.35
499 BLOCK INC 59,573.0 $4.3M 0.04% NEW $72.27
500 OGE OGE ENERGY CORP Utilities 93,010.0 $4.3M 0.04% NEW $46.27 +4.0%
Page 25 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%