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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 6 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCK MCKESSON CORP Healthcare 14,637.0 $12.0M 0.13% -280.0 -1.9% $820.29 -6.6%
102 EWBC EAST WEST BANCORP INC Financial Services 105,665.0 $11.9M 0.12% -6K -5.0% $112.39 +9.4%
103 CEG CONSTELLATION ENERGY CORP Utilities 33,527.0 $11.8M 0.12% -332.0 -1.0% $353.27 -19.1%
104 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 81,973.0 $11.8M 0.12% -522.0 -0.6% $143.89 +34.4%
105 WTFC WINTRUST FINL CORP Financial Services 83,448.0 $11.7M 0.12% -6K -6.5% $139.82 +7.1%
106 MUSA MURPHY USA INC Consumer Cyclical 28,871.0 $11.7M 0.12% -346.0 -1.2% $403.52 +34.9%
107 UMBF UMB FINL CORP Financial Services 100,127.0 $11.5M 0.12% -7K -6.3% $115.04 +13.2%
108 TMUS T-MOBILE US INC Communication Services 56,712.0 $11.5M 0.12% -4K -6.3% $203.04 -6.3%
109 INSTALLED BLDG PRODS INC 43,647.0 $11.3M 0.12% -994.0 -2.2% $259.39
110 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 125,411.0 $11.3M 0.12% -16K -11.1% $89.92 +5.2%
111 ADP AUTOMATIC DATA PROCESSING IN Industrials 43,440.0 $11.2M 0.12% -477.0 -1.1% $257.23 -14.4%
112 LITE LUMENTUM HLDGS INC Technology 29,507.0 $10.9M 0.11% -3K -8.5% $368.59 +161.7%
113 SOUTHSTATE BK CORP 113,859.0 $10.7M 0.11% -8K -6.9% $94.11
114 SFBS SERVISFIRST BANCSHARES INC Financial Services 149,067.0 $10.7M 0.11% -4K -2.5% $71.79 +7.5%
115 UFPI UFP INDUSTRIES INC Basic Materials 117,136.0 $10.7M 0.11% -6K -5.0% $91.05 -12.1%
116 TT TRANE TECHNOLOGIES PLC Industrials 27,364.0 $10.7M 0.11% -2K -6.8% $389.20 +16.1%
117 CME CME GROUP INC Financial Services 38,721.0 $10.6M 0.11% -344.0 -0.9% $273.08 +5.9%
118 LMT LOCKHEED MARTIN CORP Industrials 21,828.0 $10.6M 0.11% -404.0 -1.8% $483.67 +8.1%
119 MO ALTRIA GROUP INC Consumer Defensive 179,938.0 $10.4M 0.11% -2K -1.0% $57.66 +27.8%
120 SO SOUTHERN CO Utilities 118,212.0 $10.3M 0.11% -1K -0.8% $87.20 +7.4%
Page 6 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%