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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 36 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 EPR EPR PPTYS Real Estate 31,688.0 $1.6M 0.02% -3K -9.9% $49.90 +17.7%
702 FFIV F5 INC Technology 6,192.0 $1.6M 0.02% -34.0 -0.6% $255.26 +50.3%
703 SMCI SUPER MICRO COMPUTER INC Technology 53,839.0 $1.6M 0.02% -496.0 -0.9% $29.27 +14.3%
704 JBHT HUNT J B TRANS SVCS INC Industrials 8,080.0 $1.6M 0.02% -212.0 -2.6% $194.34 +33.4%
705 FLAGSTAR FINANCIAL INC 124,579.0 $1.6M 0.02% -14K -9.8% $12.59
706 TREX TREX CO INC Industrials 44,637.0 $1.6M 0.02% -5K -9.9% $35.08 +9.0%
707 HAE HAEMONETICS CORP MASS Healthcare 19,481.0 $1.6M 0.02% -3K -12.4% $80.15 -22.7%
708 GHC GRAHAM HLDGS CO Consumer Defensive 1,414.0 $1.6M 0.02% -155.0 -9.9% $1098.60 -0.2%
709 BHF BRIGHTHOUSE FINL INC Financial Services 23,794.0 $1.5M 0.02% -3K -9.8% $64.79 -3.2%
710 VVV VALVOLINE INC Energy 52,902.0 $1.5M 0.02% -6K -9.9% $29.06 +14.5%
711 VTRS VIATRIS INC Healthcare 123,459.0 $1.5M 0.02% -3K -2.1% $12.45 +33.3%
712 EVEREST GROUP LTD 4,507.0 $1.5M 0.02% -39.0 -0.9% $339.35
713 BALL BALL CORP Consumer Cyclical 28,768.0 $1.5M 0.02% -728.0 -2.5% $52.97 +6.4%
714 KBH KB HOME Consumer Cyclical 26,954.0 $1.5M 0.02% -4K -14.2% $56.41 -14.9%
715 AVY AVERY DENNISON CORP Industrials 8,298.0 $1.5M 0.02% -153.0 -1.8% $181.88 -12.6%
716 INTERNATIONAL BANCSHARES COR 22,508.0 $1.5M 0.02% -2K -9.9% $66.44
717 TKO TKO GROUP HOLDINGS INC Communication Services 7,118.0 $1.5M 0.02% -358.0 -4.8% $209.00 -7.0%
718 NVST ENVISTA HOLDINGS CORPORATION Healthcare 68,430.0 $1.5M 0.02% -8K -10.8% $21.71 +8.8%
719 KIM KIMCO RLTY CORP Real Estate 72,712.0 $1.5M 0.01% -692.0 -0.9% $20.27 +18.6%
720 SLGN SILGAN HLDGS INC Consumer Cyclical 36,500.0 $1.5M 0.01% -5K -11.0% $40.37 -5.6%
Page 36 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%