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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 11 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PRI PRIMERICA INC Financial Services 36,129.0 $9.3M 0.10% +1K +4.0% $258.36 +8.3%
202 FLEX FLEX LTD Technology 153,897.0 $9.3M 0.10% -19K -11.2% $60.42 +119.2%
203 MOD MODINE MFG CO Consumer Cyclical 68,938.0 $9.2M 0.10% -436.0 -0.6% $133.51 +95.1%
204 TDW TIDEWATER INC NEW Energy 181,987.0 $9.2M 0.10% +84K +85.7% $50.51 +57.0%
205 KRYS KRYSTAL BIOTECH INC Healthcare 37,269.0 $9.2M 0.10% -665.0 -1.8% $246.54 +21.5%
206 GD GENERAL DYNAMICS CORP Industrials 27,176.0 $9.1M 0.10% -145.0 -0.5% $336.66 +1.9%
207 CI THE CIGNA GROUP Healthcare 33,221.0 $9.1M 0.10% -360.0 -1.1% $275.23 +4.0%
208 CDNS CADENCE DESIGN SYSTEM INC Technology 29,225.0 $9.1M 0.10% -308.0 -1.0% $312.58 +19.5%
209 MMM 3M CO Industrials 57,055.0 $9.1M 0.10% -696.0 -1.2% $160.10 -4.8%
210 NPO ENPRO INC Industrials 42,549.0 $9.1M 0.10% -2K -4.3% $214.13 +44.0%
211 GGG GRACO INC Industrials 111,059.0 $9.1M 0.10% +3K +2.4% $81.97 -7.7%
212 AZO AUTOZONE INC Consumer Cyclical 2,681.0 $9.1M 0.10% +120.0 +4.7% $3391.50 +0.4%
213 DASH DOORDASH INC Communication Services 40,133.0 $9.1M 0.10% $226.48 -29.2%
214 CSL CARLISLE COS INC Industrials 28,165.0 $9.0M 0.10% -4K -13.2% $319.86 +4.4%
215 ONTO ONTO INNOVATION INC Technology 56,978.0 $9.0M 0.10% -2K -4.1% $157.86 +66.1%
216 HQY HEALTHEQUITY INC Healthcare 98,079.0 $9.0M 0.09% +4K +4.0% $91.61 -3.8%
217 CRH PLC 71,951.0 $9.0M 0.09% NEW $124.80
218 TWLO TWILIO INC Communication Services 63,098.0 $9.0M 0.09% -8K -10.9% $142.24 +32.1%
219 USB US BANCORP DEL Financial Services 166,918.0 $8.9M 0.09% -2K -1.1% $53.36 +2.8%
220 GWRE GUIDEWIRE SOFTWARE INC Technology 44,231.0 $8.9M 0.09% +558.0 +1.3% $201.01 -30.2%
Page 11 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%