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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 41 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 18,185.0 $849K 0.01% -182.0 -1.0% $46.68 -8.4%
802 PAYC PAYCOM SOFTWARE INC Technology 5,248.0 $836K 0.01% -180.0 -3.3% $159.36 -15.7%
803 NSA NATIONAL STORAGE AFFILIATES Real Estate 29,458.0 $831K 0.01% -3K -9.7% $28.21 +51.6%
804 MOS MOSAIC CO NEW Basic Materials 34,073.0 $821K 0.01% -324.0 -0.9% $24.09 -8.9%
805 CHH CHOICE HOTELS INTL INC Consumer Cyclical 8,602.0 $819K 0.01% -944.0 -9.9% $95.26 +17.0%
806 MTCH MATCH GROUP INC NEW Communication Services 25,344.0 $818K 0.01% -734.0 -2.8% $32.29 +10.4%
807 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 16,673.0 $816K 0.01% -171.0 -1.0% $48.94 -2.2%
808 AOS SMITH A O CORP Industrials 12,177.0 $814K 0.01% -212.0 -1.7% $66.88 -14.5%
809 HSIC HENRY SCHEIN INC Healthcare 10,773.0 $814K 0.01% -426.0 -3.8% $75.58 -2.8%
810 BEN FRANKLIN RESOURCES INC Financial Services 33,005.0 $788K 0.01% -200.0 -0.6% $23.89 +29.2%
811 ERIE ERIE INDTY CO Financial Services 2,728.0 $782K 0.01% -25.0 -0.9% $286.65 -21.6%
812 HUBS HUBSPOT INC Technology 1,912.0 $767K 0.01% -337.0 -15.0% $401.30 -50.6%
813 CNXC CONCENTRIX CORP Technology 18,397.0 $765K 0.01% -2K -11.0% $41.58 -37.8%
814 IPGP IPG PHOTONICS CORP Technology 10,519.0 $753K 0.01% -1K -10.1% $71.60 +68.3%
815 HRL HORMEL FOODS CORP Consumer Defensive 31,310.0 $742K 0.01% -292.0 -0.9% $23.70 -11.1%
816 GEF GREIF INC Consumer Cyclical 10,891.0 $737K 0.01% -1K -9.8% $67.70 -5.3%
817 PPC PILGRIMS PRIDE CORP Consumer Defensive 17,796.0 $694K 0.01% -2K -9.9% $38.99 -26.5%
818 SAM BOSTON BEER INC Consumer Defensive 3,201.0 $625K 0.01% -452.0 -12.4% $195.13 -6.0%
819 TFX TELEFLEX INCORPORATED Healthcare 5,051.0 $616K 0.01% -17K -76.7% $122.04 +10.8%
820 CPB THE CAMPBELLS COMPANY Consumer Defensive 21,105.0 $588K 0.01% -224.0 -1.1% $27.87 -28.0%
Page 41 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%