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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 14 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EVRG EVERGY INC Utilities 110,639.0 $8.0M 0.08% +4K +3.9% $72.49 +15.8%
262 SHW SHERWIN WILLIAMS CO Basic Materials 24,748.0 $8.0M 0.08% -382.0 -1.5% $324.03 -4.6%
263 EMR EMERSON ELEC CO Industrials 60,339.0 $8.0M 0.08% -683.0 -1.1% $132.72 +2.8%
264 SYBT STOCK YDS BANCORP INC Financial Services 122,748.0 $8.0M 0.08% -6K -4.5% $64.95 +9.7%
265 KRG KITE RLTY GROUP TR Real Estate 331,995.0 $8.0M 0.08% -23K -6.5% $23.97 +12.8%
266 RB GLOBAL INC 77,281.0 $7.9M 0.08% -8K -9.8% $102.87
267 NWE NORTHWESTERN ENERGY GROUP IN Utilities 122,803.0 $7.9M 0.08% -7K -5.7% $64.54 +11.5%
268 UPS UNITED PARCEL SERVICE INC Industrials 79,370.0 $7.9M 0.08% -436.0 -0.6% $99.19 +1.8%
269 JCI JOHNSON CTLS INTL PLC Industrials 65,639.0 $7.9M 0.08% -5K -7.5% $119.75 +15.5%
270 SOMNIGROUP INTERNATIONAL INC 87,359.0 $7.8M 0.08% -10K -9.9% $89.28
271 CMC COMMERCIAL METALS CO Basic Materials 112,475.0 $7.8M 0.08% +61K +117.6% $69.22 +3.9%
272 SBRA SABRA HEALTH CARE REIT INC Real Estate 409,599.0 $7.8M 0.08% -22K -5.0% $18.94 +9.4%
273 ECL ECOLAB INC Basic Materials 29,393.0 $7.7M 0.08% -300.0 -1.0% $262.52 -3.5%
274 AXSM AXSOME THERAPEUTICS INC Healthcare 42,040.0 $7.7M 0.08% -266.0 -0.6% $182.64 +29.2%
275 WBD WARNER BROS DISCOVERY INC Communication Services 266,030.0 $7.7M 0.08% -2K -0.8% $28.84 -6.3%
276 SPXC SPX TECHNOLOGIES INC Industrials 38,329.0 $7.7M 0.08% +15K +65.0% $200.06 +3.9%
277 GLPI GAMING & LEISURE PPTYS INC Real Estate 170,094.0 $7.6M 0.08% -25K -13.0% $44.69 +6.9%
278 DDOG DATADOG INC Technology 55,785.0 $7.6M 0.08% +10K +20.8% $135.99 +63.5%
279 CMI CUMMINS INC Industrials 14,825.0 $7.6M 0.08% -115.0 -0.8% $510.45 +25.3%
280 IQVIA HLDGS INC 33,533.0 $7.6M 0.08% +385.0 +1.2% $225.41
Page 14 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%