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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 23 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AVTR AVANTOR INC Healthcare 283,753.0 $3.3M 0.03% -31K -9.9% $11.46 -29.1%
442 ONB OLD NATL BANCORP IND Financial Services 144,740.0 $3.2M 0.03% -16K -10.1% $22.31 +7.3%
443 SFM SPROUTS FMRS MKT INC Consumer Defensive 40,523.0 $3.2M 0.03% -5K -10.2% $79.67 +8.8%
444 SYF SYNCHRONY FINANCIAL Financial Services 38,675.0 $3.2M 0.03% -2K -4.1% $83.43 -13.9%
445 ANNX ANNEXON INC Healthcare 642,038.0 $3.2M 0.03% -425K -39.8% $5.02 +5.8%
446 VICI VICI PPTYS INC Real Estate 114,566.0 $3.2M 0.03% -828.0 -0.7% $28.12 +1.4%
447 R RYDER SYS INC Industrials 16,804.0 $3.2M 0.03% -2K -10.8% $191.39 +27.5%
448 TTC TORO CO Industrials 40,728.0 $3.2M 0.03% -5K -10.6% $78.72 +15.3%
449 AVAV AEROVIRONMENT INC Industrials 13,241.0 $3.2M 0.03% -1K -9.9% $241.89 -28.0%
450 SEIC SEI INVTS CO Financial Services 38,727.0 $3.2M 0.03% -5K -10.8% $82.02 +10.4%
451 OXY OCCIDENTAL PETE CORP Energy 77,211.0 $3.2M 0.03% -673.0 -0.9% $41.12 +43.0%
452 KIDS ORTHOPEDIATRICS CORP Healthcare 178,272.0 $3.2M 0.03% -1K -0.6% $17.76 +3.4%
453 FR FIRST INDL RLTY TR INC Real Estate 55,111.0 $3.2M 0.03% -6K -9.9% $57.27 +10.5%
454 WTS WATTS WATER TECHNOLOGIES INC Industrials 11,407.0 $3.1M 0.03% -1K -9.9% $276.02 +9.6%
455 DG DOLLAR GEN CORP NEW Consumer Defensive 23,643.0 $3.1M 0.03% -220.0 -0.9% $132.77 -20.4%
456 CHDN CHURCHILL DOWNS INC Consumer Cyclical 27,569.0 $3.1M 0.03% -3K -10.4% $113.78 -25.2%
457 NNN NNN REIT INC Real Estate 79,040.0 $3.1M 0.03% -8K -9.3% $39.63 +13.6%
458 BRO BROWN & BROWN INC Financial Services 39,272.0 $3.1M 0.03% -2K -3.8% $79.70 -27.5%
459 G GENPACT LIMITED Technology 66,732.0 $3.1M 0.03% -8K -10.8% $46.78 -31.8%
460 ODFL OLD DOMINION FREIGHT LINE IN Industrials 19,763.0 $3.1M 0.03% -290.0 -1.4% $156.80 +34.2%
Page 23 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%