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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 31 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TKR TIMKEN CO Industrials 26,381.0 $2.2M 0.02% -3K -9.9% $84.13 +39.3%
602 NOMD NOMAD FOODS LTD Consumer Defensive 176,959.0 $2.2M 0.02% -9K -4.7% $12.51 -19.0%
603 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 11,441.0 $2.2M 0.02% -198.0 -1.7% $193.43 +7.4%
604 CHRD CHORD ENERGY CORPORATION Energy 23,666.0 $2.2M 0.02% -3K -10.5% $92.70 +54.1%
605 VRSN VERISIGN INC Technology 8,958.0 $2.2M 0.02% -153.0 -1.7% $242.95 +24.7%
606 BRKR BRUKER CORP Healthcare 46,161.0 $2.2M 0.02% -5K -9.8% $47.11 -4.5%
607 SMURFIT WESTROCK PLC 56,055.0 $2.2M 0.02% -532.0 -0.9% $38.67
608 CHD CHURCH & DWIGHT CO INC Consumer Defensive 25,741.0 $2.2M 0.02% -621.0 -2.4% $83.85 +14.1%
609 MORN MORNINGSTAR INC Financial Services 9,928.0 $2.2M 0.02% -1K -12.1% $217.31 -20.2%
610 FCN FTI CONSULTING INC Industrials 12,596.0 $2.2M 0.02% -2K -14.1% $170.83 -10.3%
611 OLED UNIVERSAL DISPLAY CORP Technology 18,402.0 $2.1M 0.02% -2K -9.9% $116.78 -21.6%
612 AAON AAON INC Industrials 28,163.0 $2.1M 0.02% -3K -9.9% $76.25 +73.6%
613 EXPD EXPEDITORS INTL WASH INC Industrials 14,395.0 $2.1M 0.02% -320.0 -2.2% $149.01 +5.5%
614 SWX SOUTHWEST GAS HLDGS INC Utilities 26,737.0 $2.1M 0.02% -3K -9.6% $80.02 +12.0%
615 WST WEST PHARMACEUTICAL SVSC INC Healthcare 7,744.0 $2.1M 0.02% -69.0 -0.9% $275.14 +11.0%
616 LPX LOUISIANA PAC CORP Basic Materials 26,376.0 $2.1M 0.02% -3K -9.9% $80.76 -13.2%
617 WEX WEX INC Technology 14,271.0 $2.1M 0.02% -2K -9.8% $148.98 -3.2%
618 KBR KBR INC Industrials 52,850.0 $2.1M 0.02% -7K -11.2% $40.20 -20.1%
619 LVS LAS VEGAS SANDS CORP Consumer Cyclical 32,613.0 $2.1M 0.02% -814.0 -2.4% $65.09 -24.0%
620 GNTX GENTEX CORP Consumer Cyclical 91,119.0 $2.1M 0.02% -10K -10.1% $23.27 +0.6%
Page 31 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%