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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 32 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GEN GEN DIGITAL INC Technology 77,806.0 $2.1M 0.02% -1K -1.5% $27.19 -8.6%
622 HOMB HOME BANCSHARES INC Financial Services 76,070.0 $2.1M 0.02% -9K -10.1% $27.78 -4.2%
623 SIGI SELECTIVE INS GROUP INC Financial Services 25,142.0 $2.1M 0.02% -19K -43.0% $83.67 +6.6%
624 TYL TYLER TECHNOLOGIES INC Technology 4,620.0 $2.1M 0.02% -69.0 -1.5% $453.95 -30.1%
625 STZ CONSTELLATION BRANDS INC Consumer Defensive 15,143.0 $2.1M 0.02% -339.0 -2.2% $137.96 +9.6%
626 DGX QUEST DIAGNOSTICS INC Healthcare 11,977.0 $2.1M 0.02% -172.0 -1.4% $173.53 +11.7%
627 AMCOR PLC 247,794.0 $2.1M 0.02% -2K -0.8% $8.34
628 CNX CNX RES CORP Energy 56,114.0 $2.1M 0.02% -9K -14.1% $36.77 -3.3%
629 MTDR MATADOR RES CO Energy 48,616.0 $2.1M 0.02% -5K -10.1% $42.44 +32.2%
630 CNC CENTENE CORP DEL Healthcare 50,051.0 $2.1M 0.02% -439.0 -0.9% $41.15 +40.4%
631 KEY KEYCORP Financial Services 99,755.0 $2.1M 0.02% -1K -1.3% $20.64 +4.1%
632 LSTR LANDSTAR SYS INC Industrials 14,294.0 $2.1M 0.02% -2K -10.7% $143.70 +33.0%
633 BYD BOYD GAMING CORP Consumer Cyclical 24,060.0 $2.1M 0.02% -3K -12.2% $85.24 -6.6%
634 CHRW C H ROBINSON WORLDWIDE INC Industrials 12,688.0 $2.0M 0.02% -116.0 -0.9% $160.76 +10.8%
635 OZK BANK OZK LITTLE ROCK ARK Financial Services 44,066.0 $2.0M 0.02% -5K -9.9% $46.02 +4.7%
636 MMS MAXIMUS INC Industrials 23,452.0 $2.0M 0.02% -3K -9.9% $86.32 -28.9%
637 BILL BILL HOLDINGS INC Technology 37,098.0 $2.0M 0.02% -5K -12.4% $54.54 -33.2%
638 BCO BRINKS CO Industrials 17,291.0 $2.0M 0.02% -2K -10.1% $116.73 -10.2%
639 ST SENSATA TECHNOLOGIES HLDG PL Technology 60,628.0 $2.0M 0.02% -7K -9.9% $33.29 +43.4%
640 DBX DROPBOX INC Technology 72,591.0 $2.0M 0.02% -13K -15.1% $27.80 -2.0%
Page 32 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%