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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 30 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DRI DARDEN RESTAURANTS INC Consumer Cyclical 12,488.0 $2.3M 0.02% -196.0 -1.6% $184.02 +10.6%
582 LUV SOUTHWEST AIRLS CO Industrials 55,545.0 $2.3M 0.02% -1K -2.5% $41.33 -1.1%
583 BIO BIO RAD LABS INC Healthcare 7,568.0 $2.3M 0.02% -863.0 -10.2% $302.99 -5.0%
584 HRB BLOCK H & R INC Consumer Cyclical 52,615.0 $2.3M 0.02% -9K -14.9% $43.58 -10.8%
585 SLM SLM CORP Financial Services 84,500.0 $2.3M 0.02% -12K -12.2% $27.06 -18.1%
586 HLNE HAMILTON LANE INC Financial Services 17,016.0 $2.3M 0.02% -2K -8.9% $134.31 -32.8%
587 PEGA PEGASYSTEMS INC Technology 38,143.0 $2.3M 0.02% -5K -10.6% $59.72 -42.5%
588 WRB BERKLEY W R CORP Financial Services 32,237.0 $2.3M 0.02% -244.0 -0.8% $70.12 -3.7%
589 ENS ENERSYS Industrials 15,361.0 $2.3M 0.02% -2K -11.2% $146.75 +58.3%
590 THO THOR INDS INC Consumer Cyclical 21,905.0 $2.2M 0.02% -3K -10.8% $102.67 -25.0%
591 POR PORTLAND GEN ELEC CO Utilities 46,815.0 $2.2M 0.02% -4K -7.5% $47.99 +3.8%
592 PTC PTC INC Technology 12,861.0 $2.2M 0.02% -122.0 -0.9% $174.21 -14.9%
593 LH LABCORP HOLDINGS INC Healthcare 8,925.0 $2.2M 0.02% -103.0 -1.1% $250.88 +3.6%
594 UBSI UNITED BANKSHARES INC WEST V Financial Services 58,301.0 $2.2M 0.02% -7K -10.7% $38.40 +12.7%
595 HPQ HP INC Technology 100,354.0 $2.2M 0.02% -1K -1.4% $22.28 +13.3%
596 VNO VORNADO RLTY TR Real Estate 67,140.0 $2.2M 0.02% -7K -9.9% $33.28 -3.9%
597 APPF APPFOLIO INC Technology 9,602.0 $2.2M 0.02% -961.0 -9.1% $232.65 -29.1%
598 IP INTERNATIONAL PAPER CO Consumer Cyclical 56,683.0 $2.2M 0.02% -540.0 -0.9% $39.39 -20.6%
599 NEU NEWMARKET CORP Basic Materials 3,246.0 $2.2M 0.02% -355.0 -9.9% $687.26 +7.3%
600 KHC KRAFT HEINZ CO Consumer Defensive 91,542.0 $2.2M 0.02% -863.0 -0.9% $24.25 -1.9%
Page 30 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%