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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 32 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CART MAPLEBEAR INC Consumer Cyclical 85,163.0 $3.1M 0.03% NEW $36.76 +12.1%
622 AMG AFFILIATED MANAGERS GROUP IN Financial Services 13,122.0 $3.1M 0.03% NEW $238.43 +26.6%
623 HRB BLOCK H & R INC Consumer Cyclical 61,829.0 $3.1M 0.03% NEW $50.57 -23.1%
624 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 52,098.0 $3.1M 0.03% NEW $59.74 +29.8%
625 LEN LENNAR CORP Consumer Cyclical 24,667.0 $3.1M 0.03% NEW $126.04 -29.5%
626 STWD STARWOOD PPTY TR INC Real Estate 159,382.0 $3.1M 0.03% NEW $19.37 -10.7%
627 AGCO AGCO CORP Industrials 28,604.0 $3.1M 0.03% NEW $107.07 +5.4%
628 AEE AMEREN CORP Utilities 29,308.0 $3.1M 0.03% NEW $104.38 +6.6%
629 STAG STAG INDL INC Real Estate 86,222.0 $3.0M 0.03% NEW $35.29 +8.1%
630 CYTK CYTOKINETICS INC Healthcare 55,261.0 $3.0M 0.03% NEW $54.96 +40.0%
631 BR BROADRIDGE FINL SOLUTIONS IN Technology 12,699.0 $3.0M 0.03% NEW $238.17 -36.8%
632 MTG MGIC INVT CORP WIS Financial Services 106,462.0 $3.0M 0.03% NEW $28.37 -8.4%
633 FAF FIRST AMERN FINL CORP Financial Services 47,015.0 $3.0M 0.03% NEW $64.24 +6.2%
634 VNO VORNADO RLTY TR Real Estate 74,500.0 $3.0M 0.03% NEW $40.53 -21.1%
635 CHE CHEMED CORP NEW Healthcare 6,730.0 $3.0M 0.03% NEW $447.74 -1.9%
636 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 33,599.0 $3.0M 0.03% NEW $89.59 +25.0%
637 AM ANTERO MIDSTREAM CORP Energy 154,690.0 $3.0M 0.03% NEW $19.44 +14.0%
638 ROIV ROIVANT SCIENCES LTD Healthcare 198,685.0 $3.0M 0.03% NEW $15.13 +98.0%
639 HSY HERSHEY CO Consumer Defensive 16,060.0 $3.0M 0.03% NEW $187.05 +4.1%
640 THG HANOVER INS GROUP INC Financial Services 16,521.0 $3.0M 0.03% NEW $181.63 +7.4%
Page 32 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%