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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 10 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CENCORA INC 29,524.0 $10.0M 0.10% +4K +17.8% $337.75
182 SNPS SYNOPSYS INC Technology 21,165.0 $9.9M 0.10% +652.0 +3.2% $469.72 +11.7%
183 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 61,226.0 $9.9M 0.10% -824.0 -1.3% $161.96 -5.6%
184 CYBERARK SOFTWARE LTD 22,223.0 $9.9M 0.10% +3K +13.4% $446.06
185 NOG NORTHERN OIL & GAS INC Energy 461,498.0 $9.9M 0.10% -12K -2.6% $21.47 +10.6%
186 TDY TELEDYNE TECHNOLOGIES INC Technology 19,395.0 $9.9M 0.10% +3K +19.6% $510.73 +21.5%
187 VNT VONTIER CORPORATION Technology 265,723.0 $9.9M 0.10% +3K +1.1% $37.18 -20.3%
188 ESNT ESSENT GROUP LTD Financial Services 151,475.0 $9.8M 0.10% -33K -18.1% $65.01 -6.5%
189 OVV OVINTIV INC Energy 249,824.0 $9.8M 0.10% -20K -7.5% $39.19 +49.9%
190 DUK DUKE ENERGY CORP NEW Utilities 83,489.0 $9.8M 0.10% -788.0 -0.9% $117.21 +7.2%
191 MRSH MARSH & MCLENNAN COS INC Financial Services 52,609.0 $9.8M 0.10% -682.0 -1.3% $185.52 -11.5%
192 TDS TELEPHONE & DATA SYS INC Communication Services 237,108.0 $9.7M 0.10% -11K -4.5% $41.00 -4.1%
193 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 193,572.0 $9.6M 0.10% -6K -2.9% $49.70 -3.0%
194 ARLO ARLO TECHNOLOGIES INC Industrials 684,307.0 $9.6M 0.10% -16K -2.3% $13.99 -5.9%
195 HLI HOULIHAN LOKEY INC Financial Services 54,901.0 $9.6M 0.10% -3K -4.6% $174.19 -13.0%
196 SF STIFEL FINL CORP Financial Services 76,285.0 $9.6M 0.10% -6K -7.8% $125.22 -42.0%
197 HOOD ROBINHOOD MKTS INC Financial Services 84,440.0 $9.6M 0.10% +544.0 +0.7% $113.10 -34.9%
198 HCA HCA HEALTHCARE INC Healthcare 20,184.0 $9.4M 0.10% -724.0 -3.5% $466.86 -15.6%
199 KKR KKR & CO INC Financial Services 73,700.0 $9.4M 0.10% -663.0 -0.9% $127.48 -26.2%
200 TARS TARSUS PHARMACEUTICALS INC Healthcare 114,460.0 $9.4M 0.10% -8K -6.4% $81.88 -24.0%
Page 10 of 69  ·  1,362 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%