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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 17 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MTRN MATERION CORP Basic Materials 53,614.0 $6.7M 0.07% +2K +2.9% $124.32 +73.0%
322 XPO XPO INC Industrials 48,853.0 $6.6M 0.07% -6K -10.2% $135.91 +49.3%
323 AEP AMERICAN ELEC PWR CO INC Utilities 57,465.0 $6.6M 0.07% -495.0 -0.8% $115.31 +14.1%
324 MSCI MSCI INC Financial Services 11,525.0 $6.6M 0.07% +2K +16.9% $573.73 +2.6%
325 JLL JONES LANG LASALLE INC Real Estate 19,642.0 $6.6M 0.07% -2K -10.2% $336.47 -13.3%
326 VTR VENTAS INC Real Estate 85,290.0 $6.6M 0.07% +4K +4.9% $77.38 +14.0%
327 BWXT BWX TECHNOLOGIES INC Industrials 38,050.0 $6.6M 0.07% -4K -9.9% $172.84 +17.4%
328 CPK CHESAPEAKE UTILS CORP Utilities 52,660.0 $6.6M 0.07% $124.76 +1.4%
329 ATO ATMOS ENERGY CORP Utilities 39,186.0 $6.6M 0.07% +2K +4.3% $167.63 +6.1%
330 DLR DIGITAL RLTY TR INC Real Estate 42,424.0 $6.6M 0.07% +3K +7.6% $154.71 +24.1%
331 CRS CARPENTER TECHNOLOGY CORP Industrials 20,734.0 $6.5M 0.07% -2K -9.9% $314.84 +37.9%
332 ATI ATI INC Industrials 56,543.0 $6.5M 0.07% -7K -11.2% $114.76 +41.4%
333 SPG SIMON PPTY GROUP INC NEW Real Estate 35,053.0 $6.5M 0.07% -335.0 -0.9% $185.11 +10.4%
334 BDX BECTON DICKINSON & CO Healthcare 33,329.0 $6.5M 0.07% -3K -7.3% $194.07 -23.9%
335 NXPI NXP SEMICONDUCTORS N V Technology 29,786.0 $6.5M 0.07% -305.0 -1.0% $217.06 +45.8%
336 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 23,390.0 $6.4M 0.07% +339.0 +1.5% $275.39 +195.1%
337 PINS PINTEREST INC Communication Services 247,971.0 $6.4M 0.07% NEW $25.89 -25.5%
338 CVNA CARVANA CO Consumer Cyclical 15,181.0 $6.4M 0.07% NEW $422.02 -83.8%
339 HURN HURON CONSULTING GROUP INC Industrials 36,942.0 $6.4M 0.07% -249.0 -0.7% $172.91 -39.0%
340 CG CARLYLE GROUP INC Financial Services 107,996.0 $6.4M 0.07% -12K -10.2% $59.11 -23.1%
Page 17 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%