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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 13 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BKR BAKER HUGHES COMPANY Energy 184,334.0 $8.4M 0.09% +4K +2.0% $45.54 +45.1%
242 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 23,925.0 $8.4M 0.09% -539.0 -2.2% $350.55 +12.6%
243 ILMN ILLUMINA INC Healthcare 63,592.0 $8.3M 0.09% -7K -10.4% $131.16 +10.1%
244 REGN REGENERON PHARMACEUTICALS Healthcare 10,803.0 $8.3M 0.09% -221.0 -2.0% $771.87 -17.2%
245 WK WORKIVA INC Technology 96,168.0 $8.3M 0.09% -634.0 -0.7% $86.25 -41.7%
246 CBRE CBRE GROUP INC Real Estate 51,460.0 $8.3M 0.09% +11K +28.3% $160.79 -18.5%
247 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 90,621.0 $8.3M 0.09% -1K -1.4% $91.21 +0.6%
248 NOC NORTHROP GRUMMAN CORP Industrials 14,381.0 $8.2M 0.09% -184.0 -1.3% $570.21 -2.6%
249 FITB FIFTH THIRD BANCORP Financial Services 174,958.0 $8.2M 0.09% +21K +13.9% $46.81 +5.7%
250 AEIS ADVANCED ENERGY INDS Industrials 38,968.0 $8.2M 0.09% $209.37 +55.2%
251 FDX FEDEX CORP Industrials 28,223.0 $8.2M 0.09% -412.0 -1.4% $288.86 +36.5%
252 EXLS EXLSERVICE HOLDINGS INC Technology 192,041.0 $8.2M 0.09% -9K -4.7% $42.44 -30.5%
253 HIG HARTFORD INSURANCE GROUP INC Financial Services 59,136.0 $8.1M 0.09% +2K +3.2% $137.80 -1.3%
254 AON AON PLC Financial Services 23,081.0 $8.1M 0.09% -293.0 -1.2% $352.88 -8.0%
255 GM GENERAL MTRS CO Consumer Cyclical 100,151.0 $8.1M 0.09% -3K -2.9% $81.32 -3.1%
256 NKE NIKE INC Consumer Cyclical 127,682.0 $8.1M 0.09% -1K -0.8% $63.71 -29.9%
257 COKE COCA COLA CONS INC Consumer Defensive 52,712.0 $8.1M 0.09% -4K -7.6% $153.30 +14.5%
258 SAIA SAIA INC Industrials 24,740.0 $8.1M 0.09% +2K +10.7% $326.52 +39.7%
259 EQIX EQUINIX INC Real Estate 10,541.0 $8.1M 0.09% -67.0 -0.6% $766.16 +40.9%
260 TDG TRANSDIGM GROUP INC Industrials 6,037.0 $8.0M 0.08% -62.0 -1.0% $1329.85 -8.7%
Page 13 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%