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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 15 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DKS DICKS SPORTING GOODS INC Consumer Cyclical 27,512.0 $5.4M 0.06% -3K -10.9% $197.97 +12.0%
282 DT DYNATRACE INC Technology 125,471.0 $5.4M 0.06% -14K -9.9% $43.34 -9.7%
283 RNR RENAISSANCERE HLDGS LTD Financial Services 19,190.0 $5.4M 0.06% -3K -11.7% $281.16 +7.8%
284 FORTINET INC 67,866.0 $5.4M 0.06% -13K -16.4% $79.41
285 NXT NEXTRACKER INC Technology 61,755.0 $5.4M 0.06% -7K -9.6% $87.11 +38.9%
286 D DOMINION ENERGY INC Utilities 91,674.0 $5.4M 0.06% -820.0 -0.9% $58.59 +16.6%
287 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 70,268.0 $5.3M 0.06% -8K -9.9% $75.91 -28.0%
288 OMCL OMNICELL COM Healthcare 117,703.0 $5.3M 0.06% -4K -3.0% $45.30 -3.4%
289 EW EDWARDS LIFESCIENCES CORP Healthcare 62,473.0 $5.3M 0.06% -1K -2.1% $85.25 -2.4%
290 ENTG ENTEGRIS INC Technology 63,093.0 $5.3M 0.06% -7K -9.9% $84.25 +56.0%
291 EXPO EXPONENT INC Industrials 76,162.0 $5.3M 0.06% -3K -3.7% $69.46 -17.9%
292 ALLY ALLY FINL INC Financial Services 116,666.0 $5.3M 0.06% -13K -9.8% $45.29 -5.6%
293 CUZ COUSINS PPTYS INC Real Estate 204,089.0 $5.3M 0.06% -14K -6.5% $25.78 +2.5%
294 TPR TAPESTRY INC Consumer Cyclical 41,170.0 $5.3M 0.06% -7K -13.9% $127.77 +6.3%
295 CAH CARDINAL HEALTH INC Healthcare 25,578.0 $5.3M 0.06% -366.0 -1.4% $205.50 -2.4%
296 ACM AECOM Industrials 55,121.0 $5.3M 0.06% -6K -9.9% $95.33 -26.4%
297 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 141,957.0 $5.3M 0.06% -3K -2.3% $37.00 -11.4%
298 MEDP MEDPACE HLDGS INC Healthcare 9,261.0 $5.2M 0.06% -989.0 -9.7% $561.65 -23.4%
299 BLDR BUILDERS FIRSTSOURCE INC Industrials 50,193.0 $5.2M 0.05% -310.0 -0.6% $102.89 -28.2%
300 FIX COMFORT SYS USA INC Industrials 5,520.0 $5.2M 0.05% -11K -66.0% $933.29 +96.5%
Page 15 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%