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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 2 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX INC Communication Services 454,912.0 $42.7M 0.45% +409K +887.8% $93.76 -4.8%
22 COST COSTCO WHSL CORP NEW Consumer Defensive 48,279.0 $41.6M 0.44% -484.0 -1.0% $862.34 +21.8%
23 BAC BANK AMERICA CORP Financial Services 721,422.0 $39.7M 0.42% -17K -2.3% $55.00 -6.4%
24 HD HOME DEPOT INC Consumer Cyclical 112,532.0 $38.7M 0.41% -2K -1.6% $344.10 -8.8%
25 AMD ADVANCED MICRO DEVICES INC Technology 174,511.0 $37.4M 0.39% -1K -0.6% $214.16 +109.9%
26 GE GE AEROSPACE Industrials 118,218.0 $36.4M 0.38% -2K -1.6% $308.03 -2.0%
27 PG PROCTER AND GAMBLE CO Consumer Defensive 250,996.0 $36.0M 0.38% -3K -1.2% $143.31 -0.6%
28 ORCL ORACLE CORP Technology 180,584.0 $35.2M 0.37% +973.0 +0.5% $194.91 -2.6%
29 MU MICRON TECHNOLOGY INC Technology 121,631.0 $34.7M 0.36% $285.41 +167.0%
30 WFC WELLS FARGO CO NEW Financial Services 351,150.0 $32.7M 0.34% +4K +1.1% $93.20 -18.7%
31 CSCO CISCO SYS INC Technology 423,097.0 $32.6M 0.34% -6K -1.4% $77.03 +53.4%
32 CAT CATERPILLAR INC Industrials 55,993.0 $32.1M 0.34% -656.0 -1.2% $572.87 +51.2%
33 UNH UNITEDHEALTH GROUP INC Healthcare 97,098.0 $32.1M 0.34% -5K -5.2% $330.11 +16.1%
34 CVX CHEVRON CORP NEW Energy 209,468.0 $31.9M 0.34% -5K -2.5% $152.41 +25.3%
35 GS GOLDMAN SACHS GROUP INC Financial Services 34,256.0 $30.1M 0.32% -689.0 -2.0% $879.00 +12.4%
36 PM PHILIP MORRIS INTL INC Consumer Defensive 185,407.0 $29.7M 0.31% -2K -1.1% $160.40 +17.6%
37 IBM INTERNATIONAL BUSINESS MACHS Technology 100,194.0 $29.7M 0.31% -608.0 -0.6% $296.21 -14.6%
38 KO COCA COLA CO Consumer Defensive 414,984.0 $29.0M 0.30% -4K -1.0% $69.91 +16.1%
39 VWO VANGUARD INTL EQUITY INDEX F 535,085.0 $28.8M 0.30% -59K -10.0% $53.76 +9.2%
40 IEMG ISHARES INC 427,282.0 $28.7M 0.30% -69K -13.9% $67.22 +19.9%
Page 2 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%