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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 5 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CIEN CIENA CORP Technology 58,704.0 $13.7M 0.14% -7K -10.1% $233.87 +151.1%
82 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 232,533.0 $13.7M 0.14% -8K -3.2% $58.87 -2.4%
83 HON HONEYWELL INTL INC Industrials 68,055.0 $13.3M 0.14% -649.0 -0.9% $195.09 +14.7%
84 MDT MEDTRONIC PLC Healthcare 138,080.0 $13.3M 0.14% -1K -0.8% $96.06 -18.6%
85 DE DEERE & CO Industrials 28,426.0 $13.2M 0.14% -3K -8.6% $465.57 +14.1%
86 STVN STEVANATO GROUP S P A Healthcare 649,055.0 $13.1M 0.14% -49K -7.0% $20.12 -11.8%
87 SYK STRYKER CORPORATION Healthcare 37,053.0 $13.0M 0.14% -330.0 -0.9% $351.47 -8.5%
88 CHKP CHECK POINT SOFTWARE TECH LT Technology 69,811.0 $13.0M 0.14% -908.0 -1.3% $185.56 -29.0%
89 CMCSA COMCAST CORP NEW Communication Services 427,584.0 $12.8M 0.13% -10K -2.4% $29.89 -16.1%
90 PH PARKER-HANNIFIN CORP Industrials 14,494.0 $12.7M 0.13% -301.0 -2.0% $878.96 -2.2%
91 PLD PROLOGIS INC. Real Estate 99,734.0 $12.7M 0.13% -861.0 -0.9% $127.66 +13.3%
92 RMBS RAMBUS INC DEL Technology 136,390.0 $12.5M 0.13% -5K -3.9% $91.89 +45.3%
93 AHR AMERICAN HEALTHCARE REIT INC Real Estate 265,287.0 $12.5M 0.13% -36K -11.9% $47.06 +6.5%
94 THC TENET HEALTHCARE CORP Healthcare 62,335.0 $12.4M 0.13% -4K -6.6% $198.72 -5.7%
95 VRTX VERTEX PHARMACEUTICALS INC Healthcare 27,197.0 $12.3M 0.13% -549.0 -2.0% $453.36 -5.1%
96 CB CHUBB LIMITED Financial Services 39,302.0 $12.3M 0.13% -891.0 -2.2% $312.12 +5.8%
97 BX BLACKSTONE INC Financial Services 79,295.0 $12.2M 0.13% -604.0 -0.8% $154.14 -23.1%
98 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 24,820.0 $12.1M 0.13% -2K -6.2% $487.25 +15.7%
99 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 159,831.0 $12.1M 0.13% -28K -14.9% $75.56 +7.1%
100 COHR COHERENT CORP Technology 65,402.0 $12.1M 0.13% -6K -8.9% $184.57 +104.8%
Page 5 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%