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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 16 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NI NISOURCE INC Utilities 169,497.0 $7.1M 0.07% +4K +2.6% $41.76 +14.6%
302 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 12,100.0 $7.0M 0.07% -79.0 -0.7% $582.34 -11.2%
303 EFSC ENTERPRISE FINL SVCS CORP Financial Services 130,038.0 $7.0M 0.07% -6K -4.7% $54.00 +12.6%
304 USFD US FOODS HLDG CORP Consumer Defensive 92,782.0 $7.0M 0.07% -11K -10.8% $75.32 +6.8%
305 ITW ILLINOIS TOOL WKS INC Industrials 28,353.0 $7.0M 0.07% -408.0 -1.4% $246.30 +2.4%
306 NSC NORFOLK SOUTHN CORP Industrials 24,101.0 $7.0M 0.07% -225.0 -0.9% $288.72 +8.9%
307 TRV TRAVELERS COMPANIES INC Financial Services 23,953.0 $6.9M 0.07% -451.0 -1.9% $290.06 +5.7%
308 CPT CAMDEN PPTY TR Real Estate 63,082.0 $6.9M 0.07% +9K +16.4% $110.08 -2.4%
309 DVN DEVON ENERGY CORP NEW Energy 189,027.0 $6.9M 0.07% +7K +4.0% $36.63 +28.9%
310 CWST CASELLA WASTE SYS INC Industrials 70,574.0 $6.9M 0.07% +10K +17.4% $97.94 -10.8%
311 CTAS CINTAS CORP Industrials 36,687.0 $6.9M 0.07% -452.0 -1.2% $188.07 -8.1%
312 BL BLACKLINE INC Technology 124,383.0 $6.9M 0.07% -895.0 -0.7% $55.29 -47.7%
313 MSI MOTOROLA SOLUTIONS INC Technology 17,883.0 $6.9M 0.07% -174.0 -1.0% $383.32 +5.4%
314 NVT NVENT ELECTRIC PLC Industrials 67,154.0 $6.8M 0.07% -7K -9.7% $101.97 +61.5%
315 BRX BRIXMOR PPTY GROUP INC Real Estate 259,809.0 $6.8M 0.07% -8K -3.0% $26.22 +17.6%
316 ADSK AUTODESK INC Technology 22,869.0 $6.8M 0.07% -325.0 -1.4% $296.01 -18.6%
317 TFC TRUIST FINL CORP Financial Services 137,368.0 $6.8M 0.07% -2K -1.7% $49.21 -1.7%
318 IOSP INNOSPEC INC Basic Materials 87,921.0 $6.7M 0.07% +12K +16.1% $76.54 +4.0%
319 EOG EOG RES INC Energy 64,040.0 $6.7M 0.07% -922.0 -1.4% $105.01 +34.5%
320 GABC GERMAN AMERN BANCORP INC Financial Services 171,439.0 $6.7M 0.07% -8K -4.7% $39.18 +10.4%
Page 16 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%