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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 3 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INTU INTUIT Technology 33,565.0 $22.2M 0.23% -364.0 -1.1% $662.42 -53.6%
42 EMXC ISHARES INC 304,769.0 $22.2M 0.23% -19K -5.8% $72.68 +31.5%
43 DIS DISNEY WALT CO Communication Services 191,666.0 $21.8M 0.23% -3K -1.6% $113.77 -9.0%
44 ISRG INTUITIVE SURGICAL INC Healthcare 38,164.0 $21.6M 0.23% -783.0 -2.0% $566.36 -22.3%
45 MLI MUELLER INDS INC Industrials 186,749.0 $21.4M 0.23% -23K -10.8% $114.80 +16.4%
46 LIN LINDE PLC Basic Materials 50,126.0 $21.4M 0.23% -694.0 -1.4% $426.39 +20.7%
47 AXP AMERICAN EXPRESS CO Financial Services 57,697.0 $21.3M 0.22% -1K -1.9% $369.95 -16.3%
48 PEP PEPSICO INC Consumer Defensive 146,871.0 $21.1M 0.22% -2K -1.1% $143.52 +3.7%
49 T AT&T INC Communication Services 835,396.0 $20.8M 0.22% -42K -4.8% $24.84 +0.4%
50 GEV GE VERNOVA INC Utilities 31,182.0 $20.4M 0.21% -457.0 -1.4% $653.57 +59.7%
51 QCOM QUALCOMM INC Technology 114,988.0 $19.7M 0.21% -2K -1.6% $171.05 +18.4%
52 APP APPLOVIN CORP Technology 29,062.0 $19.6M 0.21% -279.0 -0.9% $673.82 -27.9%
53 TJX TJX COS INC NEW Consumer Cyclical 126,431.0 $19.4M 0.20% -2K -1.3% $153.61 +3.6%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 470,894.0 $19.2M 0.20% -4K -0.9% $40.73 +17.4%
55 SCHW SCHWAB CHARLES CORP Financial Services 190,462.0 $19.0M 0.20% -6K -3.1% $99.91 -9.8%
56 AMGN AMGEN INC Healthcare 57,971.0 $19.0M 0.20% -520.0 -0.9% $327.31 +3.1%
57 GILD GILEAD SCIENCES INC Healthcare 153,893.0 $18.9M 0.20% -2K -1.1% $122.74 +6.3%
58 UBER UBER TECHNOLOGIES INC Technology 223,168.0 $18.2M 0.19% -3K -1.3% $81.71 -8.7%
59 ACN ACCENTURE PLC IRELAND Technology 66,582.0 $17.9M 0.19% -924.0 -1.4% $268.30 -33.7%
60 ADBE ADOBE INC Technology 50,631.0 $17.7M 0.19% -1K -2.2% $349.99 -30.3%
Page 3 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%