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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 30 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EXP EAGLE MATLS INC Basic Materials 14,986.0 $3.5M 0.04% NEW $233.04 -14.6%
582 HPE HEWLETT PACKARD ENTERPRISE C Technology 141,999.0 $3.5M 0.04% NEW $24.56 +38.3%
583 TTC TORO CO Industrials 45,576.0 $3.5M 0.04% NEW $76.20 +17.0%
584 NTAP NETAPP INC Technology 29,155.0 $3.5M 0.04% NEW $118.46 +4.6%
585 EFX EQUIFAX INC Industrials 13,423.0 $3.4M 0.04% NEW $256.53 -36.4%
586 AAL AMERICAN AIRLS GROUP INC Industrials 304,728.0 $3.4M 0.04% NEW $11.24 +20.9%
587 CBSH COMMERCE BANCSHARES INC Financial Services 57,312.0 $3.4M 0.04% NEW $59.76 -12.7%
588 RGEN REPLIGEN CORP Healthcare 25,568.0 $3.4M 0.04% NEW $133.67 -16.4%
589 CCL CARNIVAL CORP Consumer Cyclical 117,664.0 $3.4M 0.04% NEW $28.91 -9.4%
590 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 114,186.0 $3.4M 0.04% NEW $29.76 +5.4%
591 UAL UNITED AIRLS HLDGS INC Industrials 35,101.0 $3.4M 0.04% NEW $96.47 +1.6%
592 KVUE KENVUE INC Consumer Defensive 207,667.0 $3.4M 0.04% NEW $16.23 +7.6%
593 NUE NUCOR CORP Basic Materials 24,877.0 $3.4M 0.04% NEW $135.43 +67.2%
594 PNFP PINNACLE FINL PARTNERS INC Financial Services 35,515.0 $3.3M 0.04% NEW $93.79 +3.2%
595 VOYA VOYA FINANCIAL INC Financial Services 44,529.0 $3.3M 0.04% NEW $74.80 +10.1%
596 KIDS ORTHOPEDIATRICS CORP Healthcare 179,410.0 $3.3M 0.04% NEW $18.53 -0.5%
597 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 48,263.0 $3.3M 0.04% NEW $68.81 +21.8%
598 RJF RAYMOND JAMES FINL INC Financial Services 19,235.0 $3.3M 0.04% NEW $172.60 -11.9%
599 NVR NVR INC Consumer Cyclical 412.0 $3.3M 0.04% NEW $8034.66 -24.7%
600 UGI UGI CORP NEW Utilities 99,258.0 $3.3M 0.04% NEW $33.26 +5.6%
Page 30 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%