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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 43 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ICHR ICHOR HOLDINGS Technology 11,306.0 $208K 0.00% -5K -29.4% $18.43 +254.4%
842 IRIDIUM COMMUNICATIONS INC 11,972.0 $208K 0.00% -37K -75.6% $17.38
843 YELP YELP INC Communication Services 6,677.0 $203K 0.00% -34.0 -0.5% $30.39 -26.1%
844 FMC FMC CORP Basic Materials 14,278.0 $198K 0.00% -39K -73.2% $13.87 -6.2%
845 PBI PITNEY BOWES INC Industrials 16,920.0 $179K 0.00% -818.0 -4.6% $10.57 +46.6%
846 WT WISDOMTREE INC Financial Services 13,131.0 $160K 0.00% -339.0 -2.5% $12.19 +57.7%
847 TALO TALOS ENERGY INC Energy 14,377.0 $158K 0.00% -101.0 -0.7% $11.02 +47.0%
848 PEB PEBBLEBROOK HOTEL TR Real Estate 12,983.0 $147K 0.00% -299.0 -2.2% $11.32 +31.3%
849 UAA UNDER ARMOUR INC Consumer Cyclical 21,582.0 $107K 0.00% -66K -75.2% $4.97 +3.6%
850 UA UNDER ARMOUR INC Consumer Cyclical 13,527.0 $65K 0.00% -42K -75.8% $4.80 +4.8%
Page 43 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%