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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 18 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ADUS ADDUS HOMECARE CORP Healthcare 59,341.0 $6.4M 0.07% -322.0 -0.5% $107.39 -13.7%
342 ANNALY CAPITAL MANAGEMENT IN 284,259.0 $6.4M 0.07% -12K -4.1% $22.36
343 MPWR MONOLITHIC PWR SYS INC Technology 6,983.0 $6.3M 0.07% +909.0 +15.0% $906.36 +75.4%
344 WDC WESTERN DIGITAL CORP Technology 36,708.0 $6.3M 0.07% -892.0 -2.4% $172.27 +181.1%
345 RS RELIANCE INC Basic Materials 21,761.0 $6.3M 0.07% -3K -10.4% $288.87 +27.0%
346 MLM MARTIN MARIETTA MATLS INC Basic Materials 10,065.0 $6.3M 0.07% +4K +54.0% $622.66 -13.8%
347 ABNB AIRBNB INC Consumer Cyclical 45,659.0 $6.2M 0.07% -844.0 -1.8% $135.72 -2.5%
348 VLO VALERO ENERGY CORP Energy 38,061.0 $6.2M 0.07% -1K -2.9% $162.79 +51.7%
349 AFG AMERICAN FINL GROUP INC OHIO Financial Services 45,301.0 $6.2M 0.07% -12K -20.8% $136.68 +0.0%
350 SRE SEMPRA Utilities 70,070.0 $6.2M 0.07% -644.0 -0.9% $88.29 +5.1%
351 PCAR PACCAR INC Industrials 56,410.0 $6.2M 0.07% -524.0 -0.9% $109.51 -0.1%
352 SLB SCHLUMBERGER LTD Energy 160,384.0 $6.2M 0.07% -1K -0.8% $38.38 +49.2%
353 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 15,466.0 $6.2M 0.07% +159.0 +1.0% $397.65 -25.2%
354 ITT ITT INC Industrials 35,373.0 $6.1M 0.07% -650.0 -1.8% $173.51 +12.4%
355 SATS ECHOSTAR CORP Technology 56,023.0 $6.1M 0.06% -6K -9.8% $108.70 +14.3%
356 RL RALPH LAUREN CORP Consumer Cyclical 17,212.0 $6.1M 0.06% +3K +22.0% $353.61 +6.8%
357 OKTA OKTA INC Technology 70,108.0 $6.1M 0.06% -7K -9.2% $86.47 +6.7%
358 CYTK CYTOKINETICS INC Healthcare 95,230.0 $6.1M 0.06% +40K +72.3% $63.54 +21.1%
359 TOL TOLL BROTHERS INC Consumer Cyclical 44,582.0 $6.0M 0.06% -5K -10.5% $135.22 -0.7%
360 ACA ARCOSA INC Industrials 56,204.0 $6.0M 0.06% -2K -4.0% $106.32 +13.6%
Page 18 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%