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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 18 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WTRG ESSENTIAL UTILS INC Utilities 117,766.0 $4.5M 0.05% -12K -9.1% $38.36 -2.4%
342 YUM YUM BRANDS INC Consumer Cyclical 29,807.0 $4.5M 0.05% -272.0 -0.9% $151.28 +2.6%
343 CARR CARRIER GLOBAL CORPORATION Industrials 85,030.0 $4.5M 0.05% -2K -2.0% $52.84 +19.5%
344 DGII DIGI INTL INC Technology 102,282.0 $4.4M 0.05% -5K -4.3% $43.29 +52.8%
345 PSA PUBLIC STORAGE OPER CO Real Estate 16,955.0 $4.4M 0.05% -161.0 -0.9% $259.50 +17.6%
346 GDYN GRID DYNAMICS HLDGS INC Technology 483,780.0 $4.4M 0.05% -3K -0.6% $9.03 -21.0%
347 AMH AMERICAN HOMES 4 RENT Real Estate 135,679.0 $4.4M 0.05% -15K -9.8% $32.10 +0.5%
348 MANH MANHATTAN ASSOCIATES INC Technology 25,079.0 $4.3M 0.05% -3K -10.2% $173.31 -20.0%
349 ORI OLD REP INTL CORP Financial Services 94,744.0 $4.3M 0.04% -11K -10.3% $45.64 -13.8%
350 FIVE FIVE BELOW INC Consumer Cyclical 22,950.0 $4.3M 0.04% -2K -9.8% $188.36 +16.5%
351 WMS ADVANCED DRAIN SYS INC DEL Industrials 29,775.0 $4.3M 0.04% -3K -9.9% $144.83 -8.2%
352 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 53,588.0 $4.3M 0.04% -501.0 -0.9% $80.30 -1.0%
353 FICO FAIR ISAAC CORP Technology 2,545.0 $4.3M 0.04% -57.0 -2.2% $1690.62 -26.7%
354 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 51,820.0 $4.3M 0.04% -1K -2.1% $83.00 -36.4%
355 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 25,290.0 $4.3M 0.04% -3K -9.7% $170.00 +41.1%
356 DCI DONALDSON INC Industrials 48,206.0 $4.3M 0.04% -6K -10.4% $88.66 -5.6%
357 JEF JEFFERIES FINL GROUP INC Financial Services 68,679.0 $4.3M 0.04% -8K -9.9% $61.97 -16.1%
358 TRGP TARGA RES CORP Energy 23,045.0 $4.3M 0.04% -276.0 -1.2% $184.50 +50.0%
359 PRU PRUDENTIAL FINL INC Financial Services 37,583.0 $4.2M 0.04% -574.0 -1.5% $112.88 -7.8%
360 EBAY EBAY INC. Consumer Cyclical 48,526.0 $4.2M 0.04% -1K -2.0% $87.10 +32.9%
Page 18 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%