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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 34 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AMKR AMKOR TECHNOLOGY INC Technology 47,323.0 $1.9M 0.02% -5K -9.9% $39.48 +66.9%
662 WMG WARNER MUSIC GROUP CORP Communication Services 60,715.0 $1.9M 0.02% -7K -9.9% $30.67 +10.6%
663 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 27,492.0 $1.9M 0.02% -284.0 -1.0% $67.39 +11.7%
664 MKC MCCORMICK & CO INC Consumer Defensive 27,200.0 $1.9M 0.02% -238.0 -0.9% $68.11 -31.1%
665 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 122,822.0 $1.8M 0.02% -14K -10.2% $15.06 -33.3%
666 CROX CROCS INC Consumer Cyclical 21,607.0 $1.8M 0.02% -4K -14.3% $85.52 +27.4%
667 GPC GENUINE PARTS CO Consumer Cyclical 14,935.0 $1.8M 0.02% -140.0 -0.9% $122.96 -20.6%
668 PNR PENTAIR PLC Industrials 17,576.0 $1.8M 0.02% -198.0 -1.1% $104.14 -28.8%
669 ESS ESSEX PPTY TR INC Real Estate 6,915.0 $1.8M 0.02% -66.0 -0.9% $261.68 +4.6%
670 GDDY GODADDY INC Technology 14,510.0 $1.8M 0.02% -495.0 -3.3% $124.08 -26.2%
671 TTD THE TRADE DESK INC Technology 47,271.0 $1.8M 0.02% -1K -2.1% $37.96 -44.6%
672 LNT ALLIANT ENERGY CORP Utilities 27,596.0 $1.8M 0.02% -253.0 -0.9% $65.01 +12.7%
673 SON SONOCO PRODS CO Consumer Cyclical 41,049.0 $1.8M 0.02% -5K -9.9% $43.64 +10.0%
674 ALB ALBEMARLE CORP Basic Materials 12,636.0 $1.8M 0.02% -118.0 -0.9% $141.44 +20.1%
675 SLAB SILICON LABORATORIES INC Technology 13,673.0 $1.8M 0.02% -1K -9.8% $130.70 +65.9%
676 HOLOGIC INC 23,959.0 $1.8M 0.02% -206.0 -0.8% $74.49
677 DOW DOW INC Basic Materials 76,298.0 $1.8M 0.02% -527.0 -0.7% $23.38 +53.6%
678 TSN TYSON FOODS INC Consumer Defensive 30,403.0 $1.8M 0.02% -583.0 -1.9% $58.62 +13.5%
679 APTIV PLC 23,198.0 $1.8M 0.02% -403.0 -1.7% $76.09
680 ASB ASSOCIATED BANC CORP Financial Services 68,042.0 $1.8M 0.02% -7K -9.8% $25.76 +8.9%
Page 34 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%