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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 2 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER AND GAMBLE CO Consumer Defensive 250,996.0 $36.0M 0.38% -3K -1.2% $143.31 -0.6%
22 CSCO CISCO SYS INC Technology 423,097.0 $32.6M 0.34% -6K -1.4% $77.03 +53.4%
23 CAT CATERPILLAR INC Industrials 55,993.0 $32.1M 0.34% -656.0 -1.2% $572.87 +51.2%
24 UNH UNITEDHEALTH GROUP INC Healthcare 97,098.0 $32.1M 0.34% -5K -5.2% $330.11 +16.1%
25 CVX CHEVRON CORP NEW Energy 209,468.0 $31.9M 0.34% -5K -2.5% $152.41 +25.3%
26 GS GOLDMAN SACHS GROUP INC Financial Services 34,256.0 $30.1M 0.32% -689.0 -2.0% $879.00 +12.4%
27 PM PHILIP MORRIS INTL INC Consumer Defensive 185,407.0 $29.7M 0.31% -2K -1.1% $160.40 +17.6%
28 IBM INTERNATIONAL BUSINESS MACHS Technology 100,194.0 $29.7M 0.31% -608.0 -0.6% $296.21 -14.6%
29 KO COCA COLA CO Consumer Defensive 414,984.0 $29.0M 0.30% -4K -1.0% $69.91 +16.1%
30 VWO VANGUARD INTL EQUITY INDEX F 535,085.0 $28.8M 0.30% -59K -10.0% $53.76 +9.2%
31 IEMG ISHARES INC 427,282.0 $28.7M 0.30% -69K -13.9% $67.22 +19.9%
32 MRK MERCK & CO INC Healthcare 266,050.0 $28.0M 0.29% -4K -1.6% $105.26 +10.1%
33 RTX RTX CORPORATION Industrials 151,133.0 $27.7M 0.29% -1K -0.9% $183.40 -4.7%
34 CRM SALESFORCE INC Technology 104,612.0 $27.7M 0.29% -2K -1.6% $264.91 -33.4%
35 LRCX LAM RESEARCH CORP Technology 156,015.0 $26.7M 0.28% -13K -7.8% $171.18 +76.6%
36 MS MORGAN STANLEY Financial Services 146,121.0 $25.9M 0.27% -6K -4.0% $177.53 +12.9%
37 C CITIGROUP INC Financial Services 212,579.0 $24.8M 0.26% -8K -3.7% $116.69 +7.3%
38 TMO THERMO FISHER SCIENTIFIC INC Healthcare 41,864.0 $24.3M 0.26% -590.0 -1.4% $579.45 -22.0%
39 ABT ABBOTT LABS Healthcare 186,391.0 $23.4M 0.24% -2K -1.0% $125.29 -29.9%
40 INDA ISHARES TR 413,485.0 $22.4M 0.23% -25K -5.7% $54.07 -11.2%
Page 2 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%