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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 15 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WWD WOODWARD INC Industrials 24,957.0 $7.5M 0.08% -3K -9.9% $302.32 +16.2%
282 TECHNIPFMC PLC 168,350.0 $7.5M 0.08% -21K -11.3% $44.56
283 RGLD ROYAL GOLD INC Basic Materials 33,719.0 $7.5M 0.08% +3K +10.9% $222.29 -0.9%
284 BURL BURLINGTON STORES INC Consumer Cyclical 25,916.0 $7.5M 0.08% -3K -9.9% $288.85 +12.3%
285 MDLZ MONDELEZ INTL INC Consumer Defensive 138,602.0 $7.5M 0.08% -2K -1.2% $53.83 +14.7%
286 SSD SIMPSON MFG INC Industrials 46,130.0 $7.4M 0.08% -3K -6.9% $161.47 +14.6%
287 ALL ALLSTATE CORP Financial Services 35,675.0 $7.4M 0.08% +7K +24.9% $208.15 +4.1%
288 MAR MARRIOTT INTL INC NEW Consumer Cyclical 23,912.0 $7.4M 0.08% -507.0 -2.1% $310.24 +19.0%
289 TSCO TRACTOR SUPPLY CO Consumer Cyclical 146,601.0 $7.3M 0.08% +25K +20.2% $50.01 -36.8%
290 GLW CORNING INC Technology 83,629.0 $7.3M 0.08% -725.0 -0.9% $87.56 +121.6%
291 CLH CLEAN HARBORS INC Industrials 31,196.0 $7.3M 0.08% -10K -24.5% $234.48 +22.4%
292 ROST ROSS STORES INC Consumer Cyclical 40,435.0 $7.3M 0.08% +4K +9.8% $180.14 +30.3%
293 MKSI MKS INC. Technology 45,402.0 $7.3M 0.08% -2K -3.6% $159.80 +100.6%
294 CTVA CORTEVA INC Basic Materials 108,210.0 $7.3M 0.08% +35K +47.0% $67.03 +18.7%
295 CSX CSX CORP Industrials 200,002.0 $7.3M 0.08% -2K -1.1% $36.25 +25.6%
296 TRU TRANSUNION Industrials 84,289.0 $7.2M 0.08% -16K -16.1% $85.75 -17.6%
297 APOS APOLLO GLOBAL MGMT INC Financial Services 49,862.0 $7.2M 0.08% $144.76 -81.9%
298 TEL TE CONNECTIVITY PLC Technology 31,586.0 $7.2M 0.08% -440.0 -1.4% $227.51 -10.9%
299 AJG GALLAGHER ARTHUR J & CO Financial Services 27,576.0 $7.1M 0.07% -214.0 -0.8% $258.79 -20.9%
300 TLN TALEN ENERGY CORP Utilities 19,015.0 $7.1M 0.07% -2K -9.9% $374.84 -0.6%
Page 15 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%