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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 24 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CHWY CHEWY INC Consumer Cyclical 93,664.0 $3.1M 0.03% -9K -9.0% $33.05 -37.3%
462 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 47,824.0 $3.1M 0.03% -439.0 -0.9% $64.31 +26.5%
463 PDFS PDF SOLUTIONS INC Technology 107,649.0 $3.1M 0.03% -555.0 -0.5% $28.53 +61.5%
464 IMAX IMAX CORP Communication Services 83,006.0 $3.1M 0.03% -536.0 -0.6% $36.96 +5.8%
465 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2,199.0 $3.1M 0.03% -40.0 -1.8% $1394.19 -20.9%
466 NTAP NETAPP INC Technology 28,615.0 $3.1M 0.03% -540.0 -1.9% $107.09 +30.1%
467 INGERSOLL RAND INC 38,617.0 $3.1M 0.03% -600.0 -1.5% $79.22
468 PNFP PINNACLE FINL PARTNERS INC Financial Services 32,012.0 $3.1M 0.03% -4K -9.9% $95.41 +1.8%
469 CELH CELSIUS HLDGS INC Consumer Defensive 66,516.0 $3.0M 0.03% -7K -9.9% $45.74 -34.1%
470 RJF RAYMOND JAMES FINL INC Financial Services 18,932.0 $3.0M 0.03% -303.0 -1.6% $160.59 -5.7%
471 NFG NATIONAL FUEL GAS CO Energy 37,607.0 $3.0M 0.03% -4K -9.9% $80.06 +1.1%
472 FSLR FIRST SOLAR INC Energy 11,520.0 $3.0M 0.03% -104.0 -0.9% $261.23 -1.3%
473 FANG DIAMONDBACK ENERGY INC Energy 20,013.0 $3.0M 0.03% -399.0 -1.9% $150.33 +33.5%
474 DINO HF SINCLAIR CORP Energy 65,072.0 $3.0M 0.03% -8K -11.4% $46.08 +51.7%
475 EXR EXTRA SPACE STORAGE INC Real Estate 22,790.0 $3.0M 0.03% -217.0 -0.9% $130.22 +10.0%
476 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 51,620.0 $3.0M 0.03% -478.0 -0.9% $57.49 +34.8%
477 VOYA VOYA FINANCIAL INC Financial Services 39,605.0 $3.0M 0.03% -5K -11.1% $74.49 +10.6%
478 DUOL DUOLINGO INC Technology 16,652.0 $2.9M 0.03% -2K -9.2% $175.50 -39.3%
479 INGR INGREDION INC Consumer Defensive 26,440.0 $2.9M 0.03% -3K -10.8% $110.26 -7.1%
480 ULTA ULTA BEAUTY INC Consumer Cyclical 4,813.0 $2.9M 0.03% -58.0 -1.2% $605.01 -14.9%
Page 24 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%