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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 26 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 DXCM DEXCOM INC Healthcare 41,988.0 $2.8M 0.03% -619.0 -1.4% $66.37 +8.6%
502 PPL PPL CORP Utilities 79,418.0 $2.8M 0.03% -729.0 -0.9% $35.02 +3.7%
503 BIIB BIOGEN INC Healthcare 15,793.0 $2.8M 0.03% -136.0 -0.8% $175.99 +10.1%
504 FOXA FOX CORP Communication Services 37,985.0 $2.8M 0.03% -1K -2.6% $73.07 -12.4%
505 NTRS NORTHERN TR CORP Financial Services 20,308.0 $2.8M 0.03% -421.0 -2.0% $136.59 +22.8%
506 EXP EAGLE MATLS INC Basic Materials 13,344.0 $2.8M 0.03% -2K -11.0% $206.68 -3.5%
507 AVB AVALONBAY CMNTYS INC Real Estate 15,186.0 $2.8M 0.03% -229.0 -1.5% $181.31 +2.4%
508 CINF CINCINNATI FINL CORP Financial Services 16,754.0 $2.7M 0.03% -198.0 -1.2% $163.32 +2.9%
509 AWK AMERICAN WTR WKS CO INC NEW Utilities 20,948.0 $2.7M 0.03% -196.0 -0.9% $130.50 -4.1%
510 PB PROSPERITY BANCSHARES INC Financial Services 39,534.0 $2.7M 0.03% -4K -9.9% $69.11 -0.0%
511 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 44,846.0 $2.7M 0.03% -5K -9.8% $60.89 -20.8%
512 MTG MGIC INVT CORP WIS Financial Services 93,115.0 $2.7M 0.03% -13K -12.5% $29.22 -11.0%
513 VNOM VIPER ENERGY INC Energy 70,097.0 $2.7M 0.03% -8K -10.0% $38.63 +21.4%
514 THG HANOVER INS GROUP INC Financial Services 14,810.0 $2.7M 0.03% -2K -10.4% $182.77 +6.8%
515 CFG CITIZENS FINL GROUP INC Financial Services 46,119.0 $2.7M 0.03% -639.0 -1.4% $58.41 +7.7%
516 AGCO AGCO CORP Industrials 25,778.0 $2.7M 0.03% -3K -9.9% $104.32 +8.2%
517 CNP CENTERPOINT ENERGY INC Utilities 70,091.0 $2.7M 0.03% -665.0 -0.9% $38.34 +11.7%
518 SNA SNAP ON INC Industrials 7,798.0 $2.7M 0.03% -157.0 -2.0% $344.60 +6.4%
519 GIS GENERAL MLS INC Consumer Defensive 57,297.0 $2.7M 0.03% -680.0 -1.2% $46.50 -27.5%
520 FLR FLUOR CORP NEW Industrials 67,080.0 $2.7M 0.03% -8K -10.2% $39.63 +13.2%
Page 26 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%