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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 7 of 43  ·  850 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SBUX STARBUCKS CORP Consumer Cyclical 122,055.0 $10.3M 0.11% -1K -0.9% $84.21 +26.5%
122 HWC HANCOCK WHITNEY CORPORATION Financial Services 159,714.0 $10.2M 0.11% -11K -6.2% $63.68 +4.7%
123 PR PERMIAN RESOURCES CORP Energy 714,388.0 $10.0M 0.10% -55K -7.1% $14.03 +48.9%
124 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 61,226.0 $9.9M 0.10% -824.0 -1.3% $161.96 -6.5%
125 NOG NORTHERN OIL & GAS INC Energy 461,498.0 $9.9M 0.10% -12K -2.6% $21.47 +10.0%
126 ESNT ESSENT GROUP LTD Financial Services 151,475.0 $9.8M 0.10% -33K -18.1% $65.01 -4.8%
127 OVV OVINTIV INC Energy 249,824.0 $9.8M 0.10% -20K -7.5% $39.19 +50.2%
128 DUK DUKE ENERGY CORP NEW Utilities 83,489.0 $9.8M 0.10% -788.0 -0.9% $117.21 +6.4%
129 MRSH MARSH & MCLENNAN COS INC Financial Services 52,609.0 $9.8M 0.10% -682.0 -1.3% $185.52 -11.0%
130 TDS TELEPHONE & DATA SYS INC Communication Services 237,108.0 $9.7M 0.10% -11K -4.5% $41.00 +1.5%
131 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 193,572.0 $9.6M 0.10% -6K -2.9% $49.70 -2.0%
132 ARLO ARLO TECHNOLOGIES INC Industrials 684,307.0 $9.6M 0.10% -16K -2.3% $13.99 -9.0%
133 HLI HOULIHAN LOKEY INC Financial Services 54,901.0 $9.6M 0.10% -3K -4.6% $174.19 -13.0%
134 SF STIFEL FINL CORP Financial Services 76,285.0 $9.6M 0.10% -6K -7.8% $125.22 -41.6%
135 HCA HCA HEALTHCARE INC Healthcare 20,184.0 $9.4M 0.10% -724.0 -3.5% $466.86 -15.9%
136 KKR KKR & CO INC Financial Services 73,700.0 $9.4M 0.10% -663.0 -0.9% $127.48 -25.7%
137 TARS TARSUS PHARMACEUTICALS INC Healthcare 114,460.0 $9.4M 0.10% -8K -6.4% $81.88 -20.9%
138 FLEX FLEX LTD Technology 153,897.0 $9.3M 0.10% -19K -11.2% $60.42 +116.9%
139 MOD MODINE MFG CO Consumer Cyclical 68,938.0 $9.2M 0.10% -436.0 -0.6% $133.51 +87.3%
140 KRYS KRYSTAL BIOTECH INC Healthcare 37,269.0 $9.2M 0.10% -665.0 -1.8% $246.54 +23.4%
Page 7 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%