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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 40 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FOX FOX CORP Communication Services 15,933.0 $1.0M 0.01% -207.0 -1.3% $64.93 -11.2%
782 WLK WESTLAKE CORPORATION Basic Materials 13,880.0 $1.0M 0.01% -2K -9.9% $73.94 +19.7%
783 SWKS SKYWORKS SOLUTIONS INC Technology 15,962.0 $1.0M 0.01% -125.0 -0.8% $63.41 +17.3%
784 HOG HARLEY DAVIDSON INC Consumer Cyclical 49,168.0 $1.0M 0.01% -7K -12.4% $20.49 +13.2%
785 OLN OLIN CORP Basic Materials 47,495.0 $989K 0.01% -5K -10.3% $20.83 +24.9%
786 KMPR KEMPER CORP Financial Services 24,366.0 $988K 0.01% -5K -15.9% $40.54 -26.8%
787 CXT CRANE NXT CO Industrials 20,552.0 $967K 0.01% -2K -9.9% $47.07 -14.9%
788 BLKB BLACKBAUD INC Technology 15,264.0 $967K 0.01% -2K -11.2% $63.32 -53.2%
789 MOH MOLINA HEALTHCARE INC Healthcare 5,533.0 $960K 0.01% -356.0 -6.0% $173.54 +4.4%
790 FLO FLOWERS FOODS INC Consumer Defensive 87,887.0 $956K 0.01% -10K -9.9% $10.88 -35.6%
791 XRAY DENTSPLY SIRONA INC Healthcare 83,048.0 $949K 0.01% -9K -9.8% $11.43 -13.9%
792 APA APA CORPORATION Energy 38,077.0 $931K 0.01% -699.0 -1.8% $24.46 +56.7%
793 PBF PBF ENERGY INC Energy 34,231.0 $928K 0.01% -4K -9.8% $27.12 +44.1%
794 CAR AVIS BUDGET GROUP Industrials 7,032.0 $902K 0.01% -770.0 -9.9% $128.32 +22.9%
795 CAG CONAGRA BRANDS INC Consumer Defensive 51,382.0 $889K 0.01% -562.0 -1.1% $17.31 -22.7%
796 PK PARK HOTELS & RESORTS INC Real Estate 83,193.0 $870K 0.01% -9K -9.9% $10.46 +8.9%
797 CIVITAS RESOURCES INC 31,951.0 $866K 0.01% -7K -17.0% $27.09
798 GNRC GENERAC HLDGS INC Industrials 6,303.0 $860K 0.01% -59.0 -0.9% $136.37 +81.7%
799 ASGN ASGN INC Technology 17,771.0 $856K 0.01% -2K -12.2% $48.17 -60.3%
800 FRT FEDERAL RLTY INVT TR NEW Real Estate 8,429.0 $850K 0.01% -80.0 -0.9% $100.80 +17.7%
Page 40 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%