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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 67 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 SEM SELECT MED HLDGS CORP Healthcare 12,361.0 $159K 0.00% NEW $12.84 +28.7%
1322 HOPE HOPE BANCORP INC Financial Services 14,358.0 $155K 0.00% NEW $10.77 +15.6%
1323 PEB PEBBLEBROOK HOTEL TR Real Estate 13,282.0 $151K 0.00% NEW $11.39 +30.5%
1324 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 15,653.0 $149K 0.00% NEW $9.50 +67.2%
1325 ARI APOLLO COML REAL EST FIN INC Real Estate 14,630.0 $148K 0.00% NEW $10.13 +8.1%
1326 EFC ELLINGTON FINANCIAL INC Real Estate 11,190.0 $145K 0.00% NEW $12.98 +4.5%
1327 TALO TALOS ENERGY INC Energy 14,478.0 $139K 0.00% NEW $9.59 +68.9%
1328 LEG LEGGETT & PLATT INC Consumer Cyclical 15,162.0 $135K 0.00% NEW $8.88 +13.1%
1329 HLIT HARMONIC INC Technology 12,743.0 $130K 0.00% NEW $10.18 +24.8%
1330 TWO HBRS INVT CORP 11,665.0 $115K 0.00% NEW $9.87
1331 KW KENNEDY-WILSON HOLDINGS INC Real Estate 13,439.0 $112K 0.00% NEW $8.32 +32.2%
1332 NEO NEOGENOMICS INC Healthcare 14,470.0 $112K 0.00% NEW $7.72 +18.0%
1333 DYNAVAX TECHNOLOGIES CORP 11,165.0 $111K 0.00% NEW $9.93
1334 AHCO ADAPTHEALTH CORP Healthcare 12,010.0 $107K 0.00% NEW $8.95 +17.7%
1335 EXPI EXP WORLD HLDGS INC Real Estate 10,039.0 $107K 0.00% NEW $10.66 -52.4%
1336 CXM SPRINKLR INC Technology 13,600.0 $105K 0.00% NEW $7.72 -31.6%
1337 HLX HELIX ENERGY SOLUTIONS GRP I Energy 15,312.0 $100K 0.00% NEW $6.56 +53.0%
1338 HTZ HERTZ GLOBAL HLDGS INC Industrials 13,925.0 $95K 0.00% NEW $6.80 -25.6%
1339 CFFN CAPITOL FED FINL INC Financial Services 13,688.0 $87K 0.00% NEW $6.35 +22.7%
1340 FTRE FORTREA HLDGS INC Healthcare 10,171.0 $86K 0.00% NEW $8.42 +56.1%
Page 67 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%