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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 4 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPGI S&P GLOBAL INC Financial Services 33,288.0 $17.4M 0.18% -586.0 -1.7% $522.59 -20.2%
62 FN FABRINET Technology 37,934.0 $17.3M 0.18% -4K -8.7% $455.28 +54.5%
63 TXN TEXAS INSTRS INC Technology 97,555.0 $16.9M 0.18% -980.0 -1.0% $173.49 +75.7%
64 UNP UNION PAC CORP Industrials 71,817.0 $16.6M 0.17% -726.0 -1.0% $231.32 +14.9%
65 BLK BLACKROCK INC Financial Services 15,493.0 $16.6M 0.17% -118.0 -0.8% $1070.34 -0.6%
66 COF CAPITAL ONE FINL CORP Financial Services 68,267.0 $16.5M 0.17% -1K -1.5% $242.36 -23.0%
67 MRCY MERCURY SYS INC Industrials 219,363.0 $16.0M 0.17% -6K -2.7% $73.01 +32.0%
68 ANET ARISTA NETWORKS INC Technology 120,980.0 $15.9M 0.17% -1K -1.0% $131.03 +13.4%
69 BSX BOSTON SCIENTIFIC CORP Healthcare 159,592.0 $15.2M 0.16% -1K -0.9% $95.35 -40.1%
70 PFE PFIZER INC Healthcare 609,456.0 $15.2M 0.16% -6K -0.9% $24.90 +4.2%
71 MTN VAIL RESORTS INC Consumer Cyclical 110,611.0 $14.7M 0.15% -14K -11.0% $132.80 -4.5%
72 LOW LOWES COS INC Consumer Cyclical 60,207.0 $14.5M 0.15% -533.0 -0.9% $241.16 -9.9%
73 JHG JANUS HENDERSON GROUP PLC Financial Services 304,159.0 $14.5M 0.15% -7K -2.2% $47.57 +8.7%
74 PGR PROGRESSIVE CORP Financial Services 62,967.0 $14.3M 0.15% -578.0 -0.9% $227.72 -11.0%
75 ADI ANALOG DEVICES INC Technology 52,819.0 $14.3M 0.15% -966.0 -1.8% $271.20 +41.7%
76 ETN EATON CORP PLC Industrials 44,260.0 $14.1M 0.15% -597.0 -1.3% $318.51 +19.8%
77 COP CONOCOPHILLIPS Energy 149,448.0 $14.0M 0.15% -3K -2.0% $93.61 +28.8%
78 KWR QUAKER HOUGHTON Basic Materials 101,777.0 $14.0M 0.15% -3K -2.6% $137.31 +1.3%
79 BLFS BIOLIFE SOLUTIONS INC Healthcare 575,463.0 $13.9M 0.15% -55K -8.7% $24.18 +2.3%
80 NEM NEWMONT CORP Basic Materials 137,773.0 $13.8M 0.14% -3K -1.9% $99.85 +8.5%
Page 4 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%