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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 20 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WAB WABTEC Industrials 18,362.0 $3.9M 0.04% -174.0 -0.9% $213.45 +20.1%
382 PAYX PAYCHEX INC Industrials 34,789.0 $3.9M 0.04% -364.0 -1.0% $112.18 -13.5%
383 UAL UNITED AIRLS HLDGS INC Industrials 34,771.0 $3.9M 0.04% -330.0 -0.9% $111.83 -10.6%
384 FISV FISERV INC Technology 57,755.0 $3.9M 0.04% -1K -2.0% $67.17 -14.9%
385 RRX REGAL REXNORD CORPORATION Industrials 27,630.0 $3.9M 0.04% -3K -9.9% $140.32 +43.1%
386 STT STATE STR CORP Financial Services 29,993.0 $3.9M 0.04% -760.0 -2.5% $129.01 +19.3%
387 ED CONSOLIDATED EDISON INC Utilities 38,748.0 $3.8M 0.04% -338.0 -0.9% $99.32 +9.3%
388 OC OWENS CORNING NEW Industrials 34,207.0 $3.8M 0.04% -4K -11.4% $111.91 +4.9%
389 BLOCK INC 58,810.0 $3.8M 0.04% -763.0 -1.3% $65.09
390 PCG PG&E CORP Utilities 235,964.0 $3.8M 0.04% -2K -0.9% $16.07 +2.6%
391 SYY SYSCO CORP Consumer Defensive 51,436.0 $3.8M 0.04% -341.0 -0.7% $73.69 +3.5%
392 RMD RESMED INC Healthcare 15,715.0 $3.8M 0.04% -193.0 -1.2% $240.87 -13.6%
393 WY WEYERHAEUSER CO MTN BE Real Estate 159,231.0 $3.8M 0.04% -11K -6.5% $23.69 -0.1%
394 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 21,151.0 $3.8M 0.04% -138.0 -0.7% $177.44 -34.3%
395 KEYS KEYSIGHT TECHNOLOGIES INC Technology 18,451.0 $3.7M 0.04% -203.0 -1.1% $203.19 +70.6%
396 PLNT PLANET FITNESS INC Consumer Cyclical 34,535.0 $3.7M 0.04% -4K -10.9% $108.47 -52.0%
397 CPRT COPART INC Industrials 95,633.0 $3.7M 0.04% -819.0 -0.8% $39.15 -13.7%
398 REXR REXFORD INDL RLTY INC Real Estate 96,676.0 $3.7M 0.04% -12K -11.3% $38.72 -6.6%
399 MCHP MICROCHIP TECHNOLOGY INC. Technology 58,024.0 $3.7M 0.04% -468.0 -0.8% $63.72 +46.6%
400 FIS FIDELITY NATL INFORMATION SV Technology 55,608.0 $3.7M 0.04% -1K -1.8% $66.46 -34.5%
Page 20 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%