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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 28 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DLTR DOLLAR TREE INC Consumer Defensive 20,376.0 $2.5M 0.03% -669.0 -3.2% $123.01 -22.8%
542 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 49,998.0 $2.5M 0.03% -5K -9.8% $50.02 -24.7%
543 FE FIRSTENERGY CORP Utilities 55,815.0 $2.5M 0.03% -505.0 -0.9% $44.77 +3.4%
544 STLD STEEL DYNAMICS INC Basic Materials 14,737.0 $2.5M 0.03% -259.0 -1.7% $169.45 +41.7%
545 KEX KIRBY CORP Industrials 22,557.0 $2.5M 0.03% -3K -12.5% $110.18 +30.1%
546 HR HEALTHCARE RLTY TR Real Estate 146,339.0 $2.5M 0.03% -16K -9.9% $16.95 +20.1%
547 EIX EDISON INTL Utilities 41,310.0 $2.5M 0.03% -398.0 -0.9% $60.02 +18.6%
548 LEA LEAR CORP Consumer Cyclical 21,587.0 $2.5M 0.03% -3K -12.2% $114.60 +22.0%
549 LEIDOS HOLDINGS INC 13,705.0 $2.5M 0.03% -179.0 -1.3% $180.40
550 MASI MASIMO CORP Healthcare 19,001.0 $2.5M 0.03% -2K -10.9% $130.06 +37.5%
551 VFC V F CORP Consumer Cyclical 136,592.0 $2.5M 0.03% -15K -9.9% $18.08 -7.6%
552 AM ANTERO MIDSTREAM CORP Energy 138,749.0 $2.5M 0.03% -16K -10.3% $17.79 +24.6%
553 PPG PPG INDS INC Basic Materials 24,089.0 $2.5M 0.03% -373.0 -1.5% $102.46 +5.2%
554 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 19,590.0 $2.5M 0.03% -2K -11.0% $125.87 -38.6%
555 M MACYS INC Consumer Cyclical 111,746.0 $2.5M 0.03% -14K -10.9% $22.05 -6.3%
556 PHM PULTE GROUP INC Consumer Cyclical 20,927.0 $2.5M 0.03% -456.0 -2.1% $117.26 -0.7%
557 IJR ISHARES TR 20,410.0 $2.5M 0.03% -2K -6.9% $120.18 +14.3%
558 MSA MSA SAFETY INC Industrials 15,317.0 $2.5M 0.03% -2K -9.9% $160.14 +6.8%
559 HXL HEXCEL CORP NEW Industrials 33,131.0 $2.4M 0.03% -4K -9.8% $73.90 +16.6%
560 CAVA CAVA GROUP INC Consumer Cyclical 41,513.0 $2.4M 0.03% -5K -9.9% $58.69 +37.0%
Page 28 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%