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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 12 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AGYS AGILYSYS INC Technology 74,309.0 $8.8M 0.09% -413.0 -0.6% $118.84 -32.8%
222 AMT AMERICAN TOWER CORP NEW Real Estate 50,266.0 $8.8M 0.09% -489.0 -1.0% $175.57 +4.7%
223 VST VISTRA CORP Utilities 54,542.0 $8.8M 0.09% +9K +18.7% $161.33 -3.1%
224 PNC PNC FINL SVCS GROUP INC Financial Services 42,110.0 $8.8M 0.09% -579.0 -1.4% $208.73 +5.0%
225 VSEC VSE CORP Industrials 50,747.0 $8.8M 0.09% -6K -11.0% $172.77 -0.5%
226 CL COLGATE PALMOLIVE CO Consumer Defensive 110,731.0 $8.7M 0.09% -2K -1.4% $79.02 +14.7%
227 WM WASTE MGMT INC DEL Industrials 39,808.0 $8.7M 0.09% -374.0 -0.9% $219.71 -0.8%
228 NOVT NOVANTA INC Technology 73,221.0 $8.7M 0.09% +4K +5.1% $118.99 +34.2%
229 PSTG PURE STORAGE INC Technology 129,931.0 $8.7M 0.09% -13K -9.4% $67.01 +28.7%
230 BK BANK NEW YORK MELLON CORP Financial Services 74,883.0 $8.7M 0.09% -2K -2.0% $116.09 +19.9%
231 RACE FERRARI N V Consumer Cyclical 23,020.0 $8.7M 0.09% $375.84 -7.3%
232 BKH BLACK HILLS CORP Utilities 124,484.0 $8.6M 0.09% -7K -5.1% $69.42 +7.0%
233 CASY CASEYS GEN STORES INC Consumer Cyclical 15,475.0 $8.6M 0.09% -2K -9.9% $552.71 +49.3%
234 INSM INSMED INC Healthcare 49,080.0 $8.5M 0.09% -21K -29.6% $174.04 -39.0%
235 SR SPIRE INC Utilities 103,064.0 $8.5M 0.09% -7K -6.0% $82.70 +5.2%
236 CORZ CORE SCIENTIFIC INC NEW Technology 583,916.0 $8.5M 0.09% -14K -2.4% $14.56 +73.5%
237 GTLS CHART INDS INC Industrials 41,127.0 $8.5M 0.09% -12K -23.0% $206.23 +0.8%
238 CW CURTISS WRIGHT CORP Industrials 15,347.0 $8.5M 0.09% -2K -11.8% $551.27 +32.6%
239 PWR QUANTA SVCS INC Industrials 19,948.0 $8.4M 0.09% -742.0 -3.6% $422.06 +71.4%
240 MCO MOODYS CORP Financial Services 16,475.0 $8.4M 0.09% -249.0 -1.5% $510.85 -12.1%
Page 12 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%