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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 33 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CHDN CHURCHILL DOWNS INC Consumer Cyclical 30,767.0 $3.0M 0.03% NEW $97.01 -12.3%
642 NEU NEWMARKET CORP Basic Materials 3,601.0 $3.0M 0.03% NEW $828.21 -10.9%
643 GLOBUS MED INC 52,015.0 $3.0M 0.03% NEW $57.27
644 PPL PPL CORP Utilities 80,147.0 $3.0M 0.03% NEW $37.16 -2.3%
645 VNOM VIPER ENERGY INC Energy 77,920.0 $3.0M 0.03% NEW $38.22 +22.7%
646 AVB AVALONBAY CMNTYS INC Real Estate 15,415.0 $3.0M 0.03% NEW $193.17 -3.9%
647 CRUS CIRRUS LOGIC INC Technology 23,707.0 $3.0M 0.03% NEW $125.29 +36.6%
648 LFUS LITTELFUSE INC Technology 11,446.0 $3.0M 0.03% NEW $259.01 +77.8%
649 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 74,956.0 $3.0M 0.03% NEW $39.51 +77.5%
650 CMC COMMERCIAL METALS CO Basic Materials 51,693.0 $3.0M 0.03% NEW $57.28 +25.5%
651 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 55,438.0 $3.0M 0.03% NEW $53.39 -29.5%
652 ESAB ESAB CORPORATION Industrials 26,351.0 $2.9M 0.03% NEW $111.74 -17.8%
653 AWK AMERICAN WTR WKS CO INC NEW Utilities 21,144.0 $2.9M 0.03% NEW $139.19 -10.1%
654 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 52,036.0 $2.9M 0.03% NEW $56.36 -42.0%
655 OLED UNIVERSAL DISPLAY CORP Technology 20,416.0 $2.9M 0.03% NEW $143.63 -34.3%
656 HR HEALTHCARE RLTY TR Real Estate 162,382.0 $2.9M 0.03% NEW $18.03 +12.9%
657 MSA MSA SAFETY INC Industrials 16,993.0 $2.9M 0.03% NEW $172.07 -0.7%
658 GIS GENERAL MLS INC Consumer Defensive 57,977.0 $2.9M 0.03% NEW $50.42 -33.2%
659 NE NOBLE CORP PLC Energy 103,360.0 $2.9M 0.03% NEW $28.28 +83.9%
660 FANG DIAMONDBACK ENERGY INC Energy 20,412.0 $2.9M 0.03% NEW $143.10 +40.3%
Page 33 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%