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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 12 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ADSK AUTODESK INC Technology 22,869.0 $6.8M 0.07% -325.0 -1.4% $296.01 -18.9%
222 TFC TRUIST FINL CORP Financial Services 137,368.0 $6.8M 0.07% -2K -1.7% $49.21 -2.5%
223 EOG EOG RES INC Energy 64,040.0 $6.7M 0.07% -922.0 -1.4% $105.01 +33.3%
224 GABC GERMAN AMERN BANCORP INC Financial Services 171,439.0 $6.7M 0.07% -8K -4.7% $39.18 +10.7%
225 XPO XPO INC Industrials 48,853.0 $6.6M 0.07% -6K -10.2% $135.91 +55.1%
226 AEP AMERICAN ELEC PWR CO INC Utilities 57,465.0 $6.6M 0.07% -495.0 -0.8% $115.31 +12.4%
227 JLL JONES LANG LASALLE INC Real Estate 19,642.0 $6.6M 0.07% -2K -10.2% $336.47 -12.9%
228 BWXT BWX TECHNOLOGIES INC Industrials 38,050.0 $6.6M 0.07% -4K -9.9% $172.84 +17.2%
229 CRS CARPENTER TECHNOLOGY CORP Industrials 20,734.0 $6.5M 0.07% -2K -9.9% $314.84 +39.2%
230 ATI ATI INC Industrials 56,543.0 $6.5M 0.07% -7K -11.2% $114.76 +39.8%
231 SPG SIMON PPTY GROUP INC NEW Real Estate 35,053.0 $6.5M 0.07% -335.0 -0.9% $185.11 +10.3%
232 BDX BECTON DICKINSON & CO Healthcare 33,329.0 $6.5M 0.07% -3K -7.3% $194.07 -24.6%
233 NXPI NXP SEMICONDUCTORS N V Technology 29,786.0 $6.5M 0.07% -305.0 -1.0% $217.06 +37.9%
234 HURN HURON CONSULTING GROUP INC Industrials 36,942.0 $6.4M 0.07% -249.0 -0.7% $172.91 -39.1%
235 CG CARLYLE GROUP INC Financial Services 107,996.0 $6.4M 0.07% -12K -10.2% $59.11 -23.7%
236 ADUS ADDUS HOMECARE CORP Healthcare 59,341.0 $6.4M 0.07% -322.0 -0.5% $107.39 -13.2%
237 ANNALY CAPITAL MANAGEMENT IN 284,259.0 $6.4M 0.07% -12K -4.1% $22.36
238 WDC WESTERN DIGITAL CORP Technology 36,708.0 $6.3M 0.07% -892.0 -2.4% $172.27 +166.8%
239 RS RELIANCE INC Basic Materials 21,761.0 $6.3M 0.07% -3K -10.4% $288.87 +25.4%
240 ABNB AIRBNB INC Consumer Cyclical 45,659.0 $6.2M 0.07% -844.0 -1.8% $135.72 -1.1%
Page 12 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%