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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 27 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ESAB ESAB CORPORATION Industrials 23,751.0 $2.7M 0.03% -3K -9.9% $111.72 -17.8%
522 IRM IRON MTN INC DEL Real Estate 31,737.0 $2.6M 0.03% -277.0 -0.9% $82.95 +52.5%
523 LFUS LITTELFUSE INC Technology 10,364.0 $2.6M 0.03% -1K -9.4% $252.92 +82.1%
524 JBL JABIL INC Technology 11,470.0 $2.6M 0.03% -162.0 -1.4% $228.02 +59.8%
525 STWD STARWOOD PPTY TR INC Real Estate 144,874.0 $2.6M 0.03% -15K -9.1% $18.01 -4.0%
526 FAF FIRST AMERN FINL CORP Financial Services 42,409.0 $2.6M 0.03% -5K -9.8% $61.44 +11.0%
527 FCFS FIRSTCASH HOLDINGS INC Financial Services 16,164.0 $2.6M 0.03% -2K -10.3% $159.41 +42.8%
528 MAT MATTEL INC Consumer Cyclical 129,347.0 $2.6M 0.03% -19K -13.1% $19.84 -23.9%
529 HAL HALLIBURTON CO Energy 90,356.0 $2.6M 0.03% -2K -2.2% $28.26 +46.7%
530 RF REGIONS FINANCIAL CORP NEW Financial Services 94,161.0 $2.6M 0.03% -3K -2.6% $27.10 +2.7%
531 FNB F N B CORP Financial Services 149,047.0 $2.5M 0.03% -17K -10.1% $17.10 +2.5%
532 HUBB HUBBELL INC Industrials 5,708.0 $2.5M 0.03% -54.0 -0.9% $444.11 +7.0%
533 DOCS DOXIMITY INC Healthcare 57,171.0 $2.5M 0.03% -6K -9.2% $44.28 -55.0%
534 KD KYNDRYL HLDGS INC Technology 95,123.0 $2.5M 0.03% -12K -10.9% $26.56 -53.7%
535 CTRA COTERRA ENERGY INC Energy 95,974.0 $2.5M 0.03% -2K -1.6% $26.32 +23.7%
536 CHE CHEMED CORP NEW Healthcare 5,895.0 $2.5M 0.03% -835.0 -12.4% $427.86 +2.7%
537 GATX GATX CORP Industrials 14,858.0 $2.5M 0.03% -2K -9.6% $169.60 +0.0%
538 CRUS CIRRUS LOGIC INC Technology 21,238.0 $2.5M 0.03% -2K -10.4% $118.50 +44.4%
539 CGNX COGNEX CORP Technology 69,750.0 $2.5M 0.03% -8K -10.1% $35.98 +83.7%
540 GXO GXO LOGISTICS INCORPORATED Industrials 47,647.0 $2.5M 0.03% -5K -9.9% $52.64 -9.8%
Page 27 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%