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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 17 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GWW GRAINGER W W INC Industrials 4,699.0 $4.7M 0.05% -72.0 -1.5% $1009.05 +23.7%
322 SNX TD SYNNEX CORPORATION Technology 31,520.0 $4.7M 0.05% -4K -11.0% $150.23 +58.0%
323 EXC EXELON CORP Utilities 108,463.0 $4.7M 0.05% -998.0 -0.9% $43.59 +6.1%
324 DHI D R HORTON INC Consumer Cyclical 32,699.0 $4.7M 0.05% -647.0 -1.9% $144.03 -0.2%
325 NDAQ NASDAQ INC Financial Services 48,438.0 $4.7M 0.05% -698.0 -1.4% $97.13 -6.3%
326 ROK ROCKWELL AUTOMATION INC Industrials 12,060.0 $4.7M 0.05% -130.0 -1.1% $389.07 +16.2%
327 MET METLIFE INC Financial Services 59,433.0 $4.7M 0.05% -1K -1.9% $78.94 +6.5%
328 XEL XCEL ENERGY INC Utilities 63,507.0 $4.7M 0.05% -591.0 -0.9% $73.86 +9.8%
329 ELAN ELANCO ANIMAL HEALTH INC Healthcare 206,782.0 $4.7M 0.05% -23K -9.9% $22.63 -4.0%
330 ATR APTARGROUP INC Healthcare 38,358.0 $4.7M 0.05% -2K -5.4% $121.96 -4.7%
331 NYT NEW YORK TIMES CO Communication Services 67,240.0 $4.7M 0.05% -8K -10.2% $69.42 +8.0%
332 CCI CROWN CASTLE INC Real Estate 52,027.0 $4.6M 0.05% -653.0 -1.2% $88.87 +2.9%
333 COMERICA INC 53,164.0 $4.6M 0.05% -6K -10.4% $86.93
334 RSG REPUBLIC SVCS INC Industrials 21,612.0 $4.6M 0.05% -392.0 -1.8% $211.93 -1.4%
335 LAMR LAMAR ADVERTISING CO NEW Real Estate 36,150.0 $4.6M 0.05% -4K -9.8% $126.58 +21.0%
336 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 27,529.0 $4.6M 0.05% -3K -10.3% $166.00 +7.0%
337 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 26,655.0 $4.6M 0.05% -3K -9.9% $171.28 +125.4%
338 AYI ACUITY INC Industrials 12,657.0 $4.6M 0.05% -1K -9.7% $360.04 -20.1%
339 SCI SERVICE CORP INTL Consumer Cyclical 58,340.0 $4.5M 0.05% -6K -9.9% $77.97 -0.7%
340 OPCH OPTION CARE HEALTH INC Healthcare 142,592.0 $4.5M 0.05% -9K -6.2% $31.86 -34.3%
Page 17 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%