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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 38 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RYN RAYONIER INC Real Estate 61,799.0 $1.3M 0.01% -4K -5.7% $21.65 -6.6%
742 CLX CLOROX CO DEL Consumer Defensive 13,102.0 $1.3M 0.01% -160.0 -1.2% $100.83 -5.6%
743 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 5,439.0 $1.3M 0.01% -72.0 -1.3% $242.82 +0.3%
744 CDP COPT DEFENSE PROPERTIES Real Estate 47,016.0 $1.3M 0.01% -5K -9.7% $27.80 +16.2%
745 AIZ ASSURANT INC Financial Services 5,378.0 $1.3M 0.01% -92.0 -1.7% $240.85 +6.2%
746 BUNGE GLOBAL SA 14,539.0 $1.3M 0.01% -646.0 -4.2% $89.08
747 CF CF INDS HLDGS INC Basic Materials 16,743.0 $1.3M 0.01% -811.0 -4.6% $77.34 +57.3%
748 UHS UNIVERSAL HLTH SVCS INC Healthcare 5,921.0 $1.3M 0.01% -182.0 -3.0% $218.02 -24.6%
749 SOLV SOLVENTUM CORP Healthcare 15,872.0 $1.3M 0.01% -141.0 -0.9% $79.24 -3.9%
750 IVZ INVESCO LTD Financial Services 47,796.0 $1.3M 0.01% -547.0 -1.1% $26.27 +2.7%
751 EEFT EURONET WORLDWIDE INC Technology 16,273.0 $1.2M 0.01% -2K -8.6% $76.11 -12.6%
752 SWK STANLEY BLACK & DECKER INC Industrials 16,634.0 $1.2M 0.01% -149.0 -0.9% $74.28 +0.9%
753 HST HOST HOTELS & RESORTS INC Real Estate 68,670.0 $1.2M 0.01% -638.0 -0.9% $17.73 +26.4%
754 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 7,675.0 $1.2M 0.01% -866.0 -10.1% $158.29 +2.2%
755 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 49,584.0 $1.2M 0.01% -5K -9.8% $24.40 -24.7%
756 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 27,641.0 $1.2M 0.01% -247.0 -0.9% $43.30 +61.8%
757 GL GLOBE LIFE INC Financial Services 8,549.0 $1.2M 0.01% -232.0 -2.6% $139.86 +12.0%
758 AVNT AVIENT CORPORATION Basic Materials 38,107.0 $1.2M 0.01% -4K -9.9% $31.24 +9.2%
759 DAYFORCE INC 17,188.0 $1.2M 0.01% -127.0 -0.7% $69.16
760 UDR UDR INC Real Estate 32,292.0 $1.2M 0.01% -392.0 -1.2% $36.68 +3.1%
Page 38 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%