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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 19 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ZTS ZOETIS INC Healthcare 47,443.0 $6.0M 0.06% -707.0 -1.5% $125.82 -36.4%
362 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 301,134.0 $5.9M 0.06% +288K +2155.3% $19.68 +28.7%
363 HUM HUMANA INC Healthcare 23,131.0 $5.9M 0.06% +724.0 +3.2% $256.13 +20.2%
364 APD AIR PRODS & CHEMS INC Basic Materials 23,891.0 $5.9M 0.06% -228.0 -0.9% $247.02 +17.2%
365 APG API GROUP CORP Industrials 154,050.0 $5.9M 0.06% -17K -9.9% $38.26 +8.8%
366 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 41,495.0 $5.9M 0.06% -4K -9.4% $141.83 +10.5%
367 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 76,609.0 $5.9M 0.06% -679.0 -0.9% $76.67 +13.2%
368 WPC WP CAREY INC Real Estate 91,203.0 $5.9M 0.06% -10K -9.8% $64.36 +15.7%
369 PYPL PAYPAL HLDGS INC Financial Services 100,472.0 $5.9M 0.06% -3K -3.0% $58.38 -24.2%
370 VCEL VERICEL CORP Healthcare 161,870.0 $5.8M 0.06% +8K +5.4% $36.01 -3.6%
371 NTNX NUTANIX INC Technology 112,694.0 $5.8M 0.06% -11K -9.0% $51.69 -8.8%
372 MPC MARATHON PETE CORP Energy 35,702.0 $5.8M 0.06% -1K -3.1% $162.63 +56.6%
373 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 383,960.0 $5.8M 0.06% +4K +1.0% $15.08 -23.8%
374 FNF FIDELITY NATIONAL FINANCIAL Financial Services 106,064.0 $5.8M 0.06% -12K -10.1% $54.59 -11.0%
375 SYNA SYNAPTICS INC Technology 78,147.0 $5.8M 0.06% +60K +339.0% $74.02 +94.1%
376 KMI KINDER MORGAN INC DEL Energy 210,184.0 $5.8M 0.06% -2K -0.8% $27.49 +22.9%
377 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 52,445.0 $5.7M 0.06% -3K -5.4% $109.61 -25.3%
378 FA FIRST ADVANTAGE CORP NEW Industrials 394,468.0 $5.7M 0.06% -323K -45.0% $14.53 +6.1%
379 AA ALCOA CORP Basic Materials 107,774.0 $5.7M 0.06% -12K -9.9% $53.14 +34.3%
380 DOCU DOCUSIGN INC Technology 83,695.0 $5.7M 0.06% -10K -10.3% $68.40 -27.6%
Page 19 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%