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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 13 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VLO VALERO ENERGY CORP Energy 38,061.0 $6.2M 0.07% -1K -2.9% $162.79 +55.9%
242 AFG AMERICAN FINL GROUP INC OHIO Financial Services 45,301.0 $6.2M 0.07% -12K -20.8% $136.68 +0.4%
243 SRE SEMPRA Utilities 70,070.0 $6.2M 0.07% -644.0 -0.9% $88.29 +3.6%
244 PCAR PACCAR INC Industrials 56,410.0 $6.2M 0.07% -524.0 -0.9% $109.51 -0.2%
245 SLB SCHLUMBERGER LTD Energy 160,384.0 $6.2M 0.07% -1K -0.8% $38.38 +49.2%
246 ITT ITT INC Industrials 35,373.0 $6.1M 0.07% -650.0 -1.8% $173.51 +11.0%
247 SATS ECHOSTAR CORP Technology 56,023.0 $6.1M 0.06% -6K -9.8% $108.70 +30.5%
248 OKTA OKTA INC Technology 70,108.0 $6.1M 0.06% -7K -9.2% $86.47 +3.4%
249 TOL TOLL BROTHERS INC Consumer Cyclical 44,582.0 $6.0M 0.06% -5K -10.5% $135.22 +0.8%
250 ACA ARCOSA INC Industrials 56,204.0 $6.0M 0.06% -2K -4.0% $106.32 +12.1%
251 ZTS ZOETIS INC Healthcare 47,443.0 $6.0M 0.06% -707.0 -1.5% $125.82 -36.6%
252 APD AIR PRODS & CHEMS INC Basic Materials 23,891.0 $5.9M 0.06% -228.0 -0.9% $247.02 +17.5%
253 APG API GROUP CORP Industrials 154,050.0 $5.9M 0.06% -17K -9.9% $38.26 +8.5%
254 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 41,495.0 $5.9M 0.06% -4K -9.4% $141.83 +9.6%
255 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 76,609.0 $5.9M 0.06% -679.0 -0.9% $76.67 +12.6%
256 WPC WP CAREY INC Real Estate 91,203.0 $5.9M 0.06% -10K -9.8% $64.36 +16.5%
257 PYPL PAYPAL HLDGS INC Financial Services 100,472.0 $5.9M 0.06% -3K -3.0% $58.38 -24.0%
258 NTNX NUTANIX INC Technology 112,694.0 $5.8M 0.06% -11K -9.0% $51.69 -13.5%
259 MPC MARATHON PETE CORP Energy 35,702.0 $5.8M 0.06% -1K -3.1% $162.63 +52.8%
260 FNF FIDELITY NATIONAL FINANCIAL Financial Services 106,064.0 $5.8M 0.06% -12K -10.1% $54.59 -9.6%
Page 13 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%