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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 14 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KMI KINDER MORGAN INC DEL Energy 210,184.0 $5.8M 0.06% -2K -0.8% $27.49 +21.9%
262 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 52,445.0 $5.7M 0.06% -3K -5.4% $109.61 -24.2%
263 FA FIRST ADVANTAGE CORP NEW Industrials 394,468.0 $5.7M 0.06% -323K -45.0% $14.53 +3.5%
264 AA ALCOA CORP Basic Materials 107,774.0 $5.7M 0.06% -12K -9.9% $53.14 +24.7%
265 DOCU DOCUSIGN INC Technology 83,695.0 $5.7M 0.06% -10K -10.3% $68.40 -28.4%
266 EQH EQUITABLE HLDGS INC Financial Services 119,248.0 $5.7M 0.06% -19K -13.8% $47.65 -10.8%
267 AXON AXON ENTERPRISE INC Industrials 9,983.0 $5.7M 0.06% -964.0 -8.8% $567.93 -31.4%
268 AFL AFLAC INC Financial Services 50,653.0 $5.6M 0.06% -2K -2.9% $110.27 +6.8%
269 PSX PHILLIPS 66 Energy 43,257.0 $5.6M 0.06% -541.0 -1.2% $129.04 +39.0%
270 TCBK TRICO BANCSHARES Financial Services 117,761.0 $5.6M 0.06% -6K -4.6% $47.37 +6.8%
271 RGA REINSURANCE GRP OF AMERICA I Financial Services 27,349.0 $5.6M 0.06% -3K -10.4% $203.46 +5.2%
272 RPM RPM INTL INC Basic Materials 53,362.0 $5.5M 0.06% -6K -10.0% $104.00 -5.3%
273 MTZ MASTEC INC Industrials 25,527.0 $5.5M 0.06% -3K -9.8% $217.37 +78.9%
274 EHC ENCOMPASS HEALTH CORP Healthcare 52,128.0 $5.5M 0.06% -984.0 -1.9% $106.14 -1.6%
275 URI UNITED RENTALS INC Industrials 6,834.0 $5.5M 0.06% -142.0 -2.0% $809.32 +15.7%
276 HTO H2O AMERICA Utilities 112,841.0 $5.5M 0.06% -5K -4.3% $48.99 +17.5%
277 F FORD MTR CO Consumer Cyclical 420,161.0 $5.5M 0.06% -3K -0.8% $13.12 +4.2%
278 LECO LINCOLN ELEC HLDGS INC Industrials 22,901.0 $5.5M 0.06% -3K -10.2% $239.64 +8.5%
279 EVR EVERCORE INC Financial Services 16,097.0 $5.5M 0.06% -2K -9.7% $340.25 +1.8%
280 OHI OMEGA HEALTHCARE INVS INC Real Estate 122,992.0 $5.5M 0.06% -13K -9.7% $44.34 +8.8%
Page 14 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%