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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 29 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 47,162.0 $2.4M 0.03% -5K -9.4% $51.63 -36.7%
562 ALK ALASKA AIR GROUP INC Industrials 48,271.0 $2.4M 0.03% -5K -9.4% $50.30 -17.8%
563 WAT WATERS CORP Healthcare 6,382.0 $2.4M 0.03% -60.0 -0.9% $379.83 -9.9%
564 LYV LIVE NATION ENTERTAINMENT IN Communication Services 16,951.0 $2.4M 0.03% -144.0 -0.8% $142.50 +16.2%
565 GAP GAP INC Consumer Cyclical 94,196.0 $2.4M 0.03% -11K -10.4% $25.60 -8.6%
566 TTMI TTM TECHNOLOGIES INC Technology 34,946.0 $2.4M 0.03% -108K -75.6% $69.00 +175.2%
567 NXST NEXSTAR MEDIA GROUP INC Communication Services 11,864.0 $2.4M 0.03% -1K -9.8% $203.05 -7.1%
568 LULU LULULEMON ATHLETICA INC Consumer Cyclical 11,586.0 $2.4M 0.03% -234.0 -2.0% $207.81 -38.8%
569 TXNM ENERGY INC 40,796.0 $2.4M 0.03% -3K -6.9% $58.88
570 TROW PRICE T ROWE GROUP INC Financial Services 23,434.0 $2.4M 0.03% -382.0 -1.6% $102.38 +1.0%
571 LEN LENNAR CORP Consumer Cyclical 23,163.0 $2.4M 0.03% -2K -6.1% $102.80 -13.6%
572 NOV NOV INC Energy 151,801.0 $2.4M 0.03% -20K -11.5% $15.63 +33.1%
573 DAR DARLING INGREDIENTS INC Consumer Defensive 65,833.0 $2.4M 0.03% -7K -9.9% $36.00 +62.8%
574 ARW ARROW ELECTRS INC Technology 21,438.0 $2.4M 0.03% -2K -9.9% $110.18 +97.2%
575 GBCI GLACIER BANCORP INC NEW Financial Services 53,537.0 $2.4M 0.03% -1K -2.2% $44.05 +8.2%
576 AN AUTONATION INC Consumer Cyclical 11,385.0 $2.4M 0.03% -2K -12.8% $206.48 -8.0%
577 EQR EQUITY RESIDENTIAL Real Estate 37,177.0 $2.3M 0.03% -492.0 -1.3% $63.04 +5.0%
578 WSM WILLIAMS SONOMA INC Consumer Cyclical 13,075.0 $2.3M 0.03% -256.0 -1.9% $178.59 +7.8%
579 VLYPN VALLEY NATL BANCORP Financial Services 199,583.0 $2.3M 0.03% -23K -10.2% $11.68 +121.3%
580 CVLT COMMVAULT SYS INC Technology 18,351.0 $2.3M 0.02% -2K -10.6% $125.36 -14.4%
Page 29 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%