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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 22 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LNTH LANTHEUS HLDGS INC Healthcare 52,188.0 $3.5M 0.04% -4K -7.1% $66.55 +54.8%
422 LW LAMB WESTON HLDGS INC Consumer Defensive 82,628.0 $3.5M 0.04% -21K -20.6% $41.89 +4.5%
423 ALV AUTOLIV INC Consumer Cyclical 29,085.0 $3.5M 0.04% -4K -10.9% $118.70 +3.4%
424 GAMESTOP CORP NEW 171,496.0 $3.4M 0.04% -19K -9.8% $20.08
425 CART MAPLEBEAR INC Consumer Cyclical 76,482.0 $3.4M 0.04% -9K -10.2% $44.98 -8.4%
426 ADC AGREE RLTY CORP Real Estate 47,751.0 $3.4M 0.04% -3K -6.4% $72.03 +4.8%
427 CUBE CUBESMART Real Estate 94,902.0 $3.4M 0.04% -10K -9.9% $36.05 +11.2%
428 CNH INDL N V 368,291.0 $3.4M 0.04% -42K -10.2% $9.22
429 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 10,282.0 $3.4M 0.04% -293.0 -2.8% $328.60 -21.7%
430 AMG AFFILIATED MANAGERS GROUP IN Financial Services 11,707.0 $3.4M 0.04% -1K -10.8% $288.28 +4.7%
431 CFR CULLEN FROST BANKERS INC Financial Services 26,611.0 $3.4M 0.04% -3K -10.4% $126.63 +10.1%
432 LAD LITHIA MTRS INC Consumer Cyclical 10,093.0 $3.4M 0.04% -2K -14.8% $332.33 -16.8%
433 UGI UGI CORP NEW Utilities 89,446.0 $3.3M 0.04% -10K -9.9% $37.43 -4.8%
434 CORPAY INC 11,078.0 $3.3M 0.04% -285.0 -2.5% $300.85
435 CADENCE BANK 77,521.0 $3.3M 0.04% -9K -9.9% $42.84
436 OSK OSHKOSH CORP Industrials 26,325.0 $3.3M 0.04% -3K -10.9% $125.63 +2.3%
437 VMI VALMONT INDS INC Industrials 8,199.0 $3.3M 0.04% -917.0 -10.1% $402.32 +27.6%
438 HALO HALOZYME THERAPEUTICS INC Healthcare 48,941.0 $3.3M 0.04% -5K -9.4% $67.30 +1.5%
439 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 110,372.0 $3.3M 0.03% -4K -3.3% $29.66 +5.6%
440 TER TERADYNE INC Technology 16,814.0 $3.3M 0.03% -427.0 -2.5% $193.56 +85.2%
Page 22 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%