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Portfolio (Quarterly) Guide ↗

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

· CIK 0000922127
13F Portfolio $9.5B AUM 1,364 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 41 New 416 Added 850 Reduced 30 Exited
Page 11 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MAR MARRIOTT INTL INC NEW Consumer Cyclical 23,912.0 $7.4M 0.08% -507.0 -2.1% $310.24 +19.4%
202 GLW CORNING INC Technology 83,629.0 $7.3M 0.08% -725.0 -0.9% $87.56 +119.2%
203 CLH CLEAN HARBORS INC Industrials 31,196.0 $7.3M 0.08% -10K -24.5% $234.48 +20.5%
204 MKSI MKS INC. Technology 45,402.0 $7.3M 0.08% -2K -3.6% $159.80 +96.0%
205 CSX CSX CORP Industrials 200,002.0 $7.3M 0.08% -2K -1.1% $36.25 +26.6%
206 TRU TRANSUNION Industrials 84,289.0 $7.2M 0.08% -16K -16.1% $85.75 -19.6%
207 TEL TE CONNECTIVITY PLC Technology 31,586.0 $7.2M 0.08% -440.0 -1.4% $227.51 -11.5%
208 AJG GALLAGHER ARTHUR J & CO Financial Services 27,576.0 $7.1M 0.07% -214.0 -0.8% $258.79 -19.9%
209 TLN TALEN ENERGY CORP Utilities 19,015.0 $7.1M 0.07% -2K -9.9% $374.84 -8.1%
210 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 12,100.0 $7.0M 0.07% -79.0 -0.7% $582.34 -11.8%
211 EFSC ENTERPRISE FINL SVCS CORP Financial Services 130,038.0 $7.0M 0.07% -6K -4.7% $54.00 +12.4%
212 USFD US FOODS HLDG CORP Consumer Defensive 92,782.0 $7.0M 0.07% -11K -10.8% $75.32 +7.7%
213 ITW ILLINOIS TOOL WKS INC Industrials 28,353.0 $7.0M 0.07% -408.0 -1.4% $246.30 +1.5%
214 NSC NORFOLK SOUTHN CORP Industrials 24,101.0 $7.0M 0.07% -225.0 -0.9% $288.72 +7.9%
215 TRV TRAVELERS COMPANIES INC Financial Services 23,953.0 $6.9M 0.07% -451.0 -1.9% $290.06 +5.8%
216 CTAS CINTAS CORP Industrials 36,687.0 $6.9M 0.07% -452.0 -1.2% $188.07 -8.4%
217 BL BLACKLINE INC Technology 124,383.0 $6.9M 0.07% -895.0 -0.7% $55.29 -47.7%
218 MSI MOTOROLA SOLUTIONS INC Technology 17,883.0 $6.9M 0.07% -174.0 -1.0% $383.32 +4.4%
219 NVT NVENT ELECTRIC PLC Industrials 67,154.0 $6.8M 0.07% -7K -9.7% $101.97 +60.4%
220 BRX BRIXMOR PPTY GROUP INC Real Estate 259,809.0 $6.8M 0.07% -8K -3.0% $26.22 +17.7%
Page 11 of 43  ·  850 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 30.0%
Financial Services 13.2%
Industrials 11.7%
Consumer Cyclical 10.5%
Healthcare 10.4%
Communication Services 8.3%
Consumer Defensive 4.2%
Real Estate 3.3%
Energy 3.3%
Utilities 2.9%