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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 19 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WBS WEBSTER FINL CORP Financial Services 67,125.0 $4.2M 0.04% -10K -12.5% $62.94 +14.1%
362 AAL AMERICAN AIRLS GROUP INC Industrials 274,711.0 $4.2M 0.04% -30K -9.8% $15.33 -9.7%
363 AR ANTERO RESOURCES CORP Energy 121,968.0 $4.2M 0.04% -14K -10.0% $34.46 +6.6%
364 LSCC LATTICE SEMICONDUCTOR CORP Technology 56,927.0 $4.2M 0.04% -6K -10.0% $73.58 +94.6%
365 ENSG ENSIGN GROUP INC Healthcare 23,938.0 $4.2M 0.04% -3K -9.5% $174.20 -1.3%
366 A AGILENT TECHNOLOGIES INC Healthcare 30,389.0 $4.1M 0.04% -350.0 -1.1% $136.07 -15.5%
367 CNM CORE & MAIN INC Industrials 79,360.0 $4.1M 0.04% -8K -9.4% $51.97 -9.0%
368 VAL VALARIS LTD Energy 81,632.0 $4.1M 0.04% -4K -4.7% $50.40 +100.7%
369 KR KROGER CO Consumer Defensive 65,486.0 $4.1M 0.04% -469.0 -0.7% $62.48 +7.6%
370 KDP KEURIG DR PEPPER INC Consumer Defensive 145,931.0 $4.1M 0.04% -1K -0.9% $28.01 +4.0%
371 DELL DELL TECHNOLOGIES INC Technology 32,360.0 $4.1M 0.04% -501.0 -1.5% $125.88 +134.5%
372 GLOBUS MED INC 46,366.0 $4.0M 0.04% -6K -10.9% $87.31
373 VMC VULCAN MATLS CO Basic Materials 14,185.0 $4.0M 0.04% -134.0 -0.9% $285.22 -8.6%
374 ARMK ARAMARK Industrials 109,392.0 $4.0M 0.04% -12K -9.9% $36.86 +39.1%
375 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 49,041.0 $4.0M 0.04% -563.0 -1.1% $82.02 -21.7%
376 NUE NUCOR CORP Basic Materials 24,568.0 $4.0M 0.04% -309.0 -1.2% $163.11 +42.2%
377 FRONTIER COMMUNICATIONS PARE 104,185.0 $4.0M 0.04% -11K -9.9% $38.07
378 ROIV ROIVANT SCIENCES LTD Healthcare 182,350.0 $4.0M 0.04% -16K -8.2% $21.70 +38.1%
379 EGP EASTGROUP PPTYS INC Real Estate 22,166.0 $3.9M 0.04% -2K -9.9% $178.14 +15.2%
380 FOLD AMICUS THERAPEUTICS INC Healthcare 276,044.0 $3.9M 0.04% -2K -0.6% $14.24 +1.8%
Page 19 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%