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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 4 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 475,182.0 $20.9M 0.22% NEW $43.95 +8.8%
62 PEP PEPSICO INC Consumer Defensive 148,452.0 $20.8M 0.22% NEW $140.44 +6.0%
63 TMO THERMO FISHER SCIENTIFIC INC Healthcare 42,454.0 $20.6M 0.22% NEW $485.02 -6.9%
64 MU MICRON TECHNOLOGY INC Technology 121,293.0 $20.3M 0.21% NEW $167.32 +355.5%
65 AXP AMERICAN EXPRESS CO Financial Services 58,838.0 $19.5M 0.21% NEW $332.16 -6.8%
66 GEV GE VERNOVA INC Utilities 31,639.0 $19.5M 0.20% NEW $614.90 +69.8%
67 QCOM QUALCOMM INC Technology 116,893.0 $19.4M 0.20% NEW $166.36 +21.7%
68 DHR DANAHER CORPORATION Healthcare 95,443.0 $18.9M 0.20% NEW $198.26 -12.6%
69 SCHW SCHWAB CHARLES CORP Financial Services 196,503.0 $18.8M 0.20% NEW $95.47 -5.6%
70 MTN VAIL RESORTS INC Consumer Cyclical 124,268.0 $18.6M 0.20% NEW $149.57 -15.2%
71 TJX TJX COS INC NEW Consumer Cyclical 128,134.0 $18.5M 0.20% NEW $144.54 +10.1%
72 ADBE ADOBE INC Technology 51,797.0 $18.3M 0.19% NEW $352.75 -30.8%
73 AIT APPLIED INDL TECHNOLOGIES IN Industrials 69,826.0 $18.2M 0.19% NEW $261.05 +17.1%
74 BLK BLACKROCK INC Financial Services 15,611.0 $18.2M 0.19% NEW $1165.87 -8.8%
75 TXN TEXAS INSTRS INC Technology 98,535.0 $18.1M 0.19% NEW $183.73 +65.9%
76 STVN STEVANATO GROUP S P A Healthcare 697,900.0 $18.0M 0.19% NEW $25.75 -31.1%
77 ANET ARISTA NETWORKS INC Technology 122,220.0 $17.8M 0.19% NEW $145.71 +2.0%
78 AMAT APPLIED MATLS INC Technology 86,977.0 $17.8M 0.19% NEW $204.74 +108.7%
79 NEE NEXTERA ENERGY INC Utilities 235,233.0 $17.8M 0.19% NEW $75.49 +18.8%
80 BA BOEING CO Industrials 81,826.0 $17.7M 0.19% NEW $215.83 +1.8%
Page 4 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%