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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 66 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 CHCO CITY HLDG CO Financial Services 1,624.0 $201K 0.00% NEW $123.87 +0.4%
1302 PARR PAR PAC HOLDINGS INC Energy 5,692.0 $201K 0.00% NEW $35.25 +64.0%
1303 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 21,280.0 $199K 0.00% NEW $9.37 +12.6%
1304 FCF FIRST COMWLTH FINL CORP PA Financial Services 11,672.0 $199K 0.00% NEW $17.05 +9.9%
1305 PAYO PAYONEER GLOBAL INC Technology 32,693.0 $198K 0.00% NEW $6.05 -17.4%
1306 VYX NCR VOYIX CORPORATION Technology 15,485.0 $194K 0.00% NEW $12.55 -48.4%
1307 KSS KOHLS CORP Consumer Cyclical 12,551.0 $193K 0.00% NEW $15.37 -17.4%
1308 ARMOUR RESIDENTIAL REIT INC 12,609.0 $188K 0.00% NEW $14.94
1309 WT WISDOMTREE INC Financial Services 13,470.0 $187K 0.00% NEW $13.90 +38.3%
1310 MBC MASTERBRAND INC Consumer Cyclical 14,196.0 $187K 0.00% NEW $13.17 -42.3%
1311 CRGY CRESCENT ENERGY COMPANY Energy 20,820.0 $186K 0.00% NEW $8.92 +46.9%
1312 DNOW DNOW INC Energy 11,998.0 $183K 0.00% NEW $15.25 -15.5%
1313 DRH DIAMONDROCK HOSPITALITY CO Real Estate 22,958.0 $183K 0.00% NEW $7.96 +35.4%
1314 DV DOUBLEVERIFY HLDGS INC Technology 15,213.0 $182K 0.00% NEW $11.98 -20.5%
1315 GNL GLOBAL NET LEASE INC Real Estate 22,260.0 $181K 0.00% NEW $8.13 +15.4%
1316 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 11,083.0 $180K 0.00% NEW $16.28 -22.7%
1317 GO GROCERY OUTLET HLDG CORP Consumer Defensive 10,989.0 $176K 0.00% NEW $16.05 -50.1%
1318 CERT CERTARA INC Healthcare 13,494.0 $165K 0.00% NEW $12.22 -57.7%
1319 WEN WENDYS CO Consumer Cyclical 17,718.0 $162K 0.00% NEW $9.16 -15.4%
1320 JBLU JETBLUE AWYS CORP Industrials 32,589.0 $160K 0.00% NEW $4.92 +1.8%
Page 66 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%