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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 37 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ALLE ALLEGION PLC Industrials 9,240.0 $1.5M 0.01% -69.0 -0.7% $159.22 -17.9%
722 CBT CABOT CORP Basic Materials 22,142.0 $1.5M 0.01% -2K -9.9% $66.28 +18.2%
723 TEX TEREX CORP NEW Industrials 27,301.0 $1.5M 0.01% -3K -9.9% $53.38 +7.9%
724 EPAM EPAM SYS INC Technology 7,040.0 $1.4M 0.01% -299.0 -4.1% $204.88 -49.6%
725 HII HUNTINGTON INGALLS INDS INC Industrials 4,207.0 $1.4M 0.01% -40.0 -0.9% $340.07 -6.6%
726 IEX IDEX CORP Industrials 8,039.0 $1.4M 0.01% -123.0 -1.5% $177.94 +15.6%
727 YETI YETI HLDGS INC Consumer Cyclical 32,382.0 $1.4M 0.01% -5K -13.7% $44.17 +1.1%
728 JKHY HENRY JACK & ASSOC INC Technology 7,772.0 $1.4M 0.01% -121.0 -1.5% $182.48 -23.5%
729 MAS MASCO CORP Industrials 22,307.0 $1.4M 0.01% -393.0 -1.7% $63.46 +5.8%
730 PII POLARIS INC Consumer Cyclical 22,239.0 $1.4M 0.01% -2K -9.8% $63.25 -0.3%
731 BBY BEST BUY INC Consumer Cyclical 20,978.0 $1.4M 0.01% -324.0 -1.5% $66.93 -8.6%
732 BRBR BELLRING BRANDS INC Consumer Defensive 52,429.0 $1.4M 0.01% -6K -9.9% $26.73 -66.1%
733 LIVN LIVANOVA PLC Healthcare 22,726.0 $1.4M 0.01% -2K -9.9% $61.53 +19.7%
734 MZTI MARZETTI COMPANY Consumer Defensive 8,466.0 $1.4M 0.01% -955.0 -10.1% $164.42 -31.4%
735 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,338.0 $1.4M 0.01% -48.0 -1.4% $416.82 -24.1%
736 NDSN NORDSON CORP Industrials 5,733.0 $1.4M 0.01% -88.0 -1.5% $240.43 +19.3%
737 PSN PARSONS CORP DEL Industrials 22,160.0 $1.4M 0.01% -2K -10.1% $61.80 -16.4%
738 ALGM ALLEGRO MICROSYSTEMS INC Technology 51,618.0 $1.4M 0.01% -6K -9.8% $26.38 +69.4%
739 AKAM AKAMAI TECHNOLOGIES INC Technology 15,445.0 $1.3M 0.01% -96.0 -0.6% $87.25 +67.6%
740 PVH PVH CORPORATION Consumer Cyclical 20,026.0 $1.3M 0.01% -2K -9.8% $67.02 +26.3%
Page 37 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%