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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 34 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AAON AAON INC Industrials 31,252.0 $2.9M 0.03% NEW $93.44 +44.0%
662 APPF APPFOLIO INC Technology 10,563.0 $2.9M 0.03% NEW $275.66 -40.2%
663 PB PROSPERITY BANCSHARES INC Financial Services 43,874.0 $2.9M 0.03% NEW $66.35 +4.1%
664 LNTH LANTHEUS HLDGS INC Healthcare 56,154.0 $2.9M 0.03% NEW $51.29 +100.8%
665 ARW ARROW ELECTRS INC Technology 23,785.0 $2.9M 0.03% NEW $121.00 +79.6%
666 GATX GATX CORP Industrials 16,442.0 $2.9M 0.03% NEW $174.80 -2.9%
667 GNTX GENTEX CORP Consumer Cyclical 101,367.0 $2.9M 0.03% NEW $28.30 -15.7%
668 DXCM DEXCOM INC Healthcare 42,607.0 $2.9M 0.03% NEW $67.29 +7.1%
669 SYF SYNCHRONY FINANCIAL Financial Services 40,331.0 $2.9M 0.03% NEW $71.05 +1.1%
670 AXTA AXALTA COATING SYS LTD Basic Materials 100,020.0 $2.9M 0.03% NEW $28.62 +2.1%
671 FCFS FIRSTCASH HOLDINGS INC Financial Services 18,030.0 $2.9M 0.03% NEW $158.74 +43.4%
672 ES EVERSOURCE ENERGY Utilities 40,220.0 $2.9M 0.03% NEW $71.14 -1.6%
673 AN AUTONATION INC Consumer Cyclical 13,060.0 $2.9M 0.03% NEW $218.77 -13.2%
674 PODD INSULET CORP Healthcare 9,236.0 $2.9M 0.03% NEW $308.73 -49.8%
675 PHM PULTE GROUP INC Consumer Cyclical 21,383.0 $2.8M 0.03% NEW $132.13 -11.9%
676 ODFL OLD DOMINION FREIGHT LINE IN Industrials 20,053.0 $2.8M 0.03% NEW $140.78 +49.5%
677 KBR KBR INC Industrials 59,503.0 $2.8M 0.03% NEW $47.29 -29.2%
678 LOPE GRAND CANYON ED INC Consumer Defensive 12,812.0 $2.8M 0.03% NEW $219.52 -28.6%
679 GXO GXO LOGISTICS INCORPORATED Industrials 52,867.0 $2.8M 0.03% NEW $52.89 -10.2%
680 PDFS PDF SOLUTIONS INC Technology 108,204.0 $2.8M 0.03% NEW $25.82 +78.5%
Page 34 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%