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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 33 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BC BRUNSWICK CORP Consumer Cyclical 27,067.0 $2.0M 0.02% -3K -10.3% $74.24 +9.1%
642 TRMB TRIMBLE INC Technology 25,544.0 $2.0M 0.02% -248.0 -1.0% $78.35 -28.1%
643 QLYS QUALYS INC Technology 14,924.0 $2.0M 0.02% -2K -10.5% $132.90 -23.0%
644 PKG PACKAGING CORP AMER Consumer Cyclical 9,595.0 $2.0M 0.02% -90.0 -0.9% $206.23 +4.7%
645 CHTR CHARTER COMMUNICATIONS INC N Communication Services 9,448.0 $2.0M 0.02% -619.0 -6.2% $208.75 -30.5%
646 POST POST HLDGS INC Consumer Defensive 19,894.0 $2.0M 0.02% -2K -9.9% $99.05 -1.9%
647 GPN GLOBAL PMTS INC Industrials 25,422.0 $2.0M 0.02% -876.0 -3.3% $77.40 -5.3%
648 IT GARTNER INC Technology 7,738.0 $2.0M 0.02% -470.0 -5.7% $252.28 -36.6%
649 OGS ONE GAS INC Utilities 24,970.0 $1.9M 0.02% -3K -9.9% $77.25 +6.8%
650 SAIC SCIENCE APPLICATIONS INTL CO Technology 19,154.0 $1.9M 0.02% -2K -11.5% $100.68 -0.7%
651 NJR NEW JERSEY RES CORP Utilities 41,805.0 $1.9M 0.02% -5K -9.9% $46.12 +24.2%
652 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 21,335.0 $1.9M 0.02% -188.0 -0.9% $89.92 -4.9%
653 L LOEWS CORP Financial Services 18,198.0 $1.9M 0.02% -240.0 -1.3% $105.31 +3.4%
654 LOPE GRAND CANYON ED INC Consumer Defensive 11,499.0 $1.9M 0.02% -1K -10.2% $166.31 -5.8%
655 BDC BELDEN INC Technology 16,357.0 $1.9M 0.02% -2K -10.6% $116.55 -9.0%
656 CDW CDW CORP Technology 13,978.0 $1.9M 0.02% -227.0 -1.6% $136.20 -18.6%
657 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 21,468.0 $1.9M 0.02% -506.0 -2.3% $88.21 +17.7%
658 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 26,770.0 $1.9M 0.02% -3K -10.7% $70.53 -7.7%
659 ELF E L F BEAUTY INC Consumer Defensive 24,819.0 $1.9M 0.02% -3K -9.4% $76.04 -30.4%
660 FTV FORTIVE CORP Technology 34,113.0 $1.9M 0.02% -3K -7.0% $55.21 +7.1%
Page 33 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%