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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 20 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EQH EQUITABLE HLDGS INC Financial Services 119,248.0 $5.7M 0.06% -19K -13.8% $47.65 -10.6%
382 AXON AXON ENTERPRISE INC Industrials 9,983.0 $5.7M 0.06% -964.0 -8.8% $567.93 -32.0%
383 WING WINGSTOP INC Consumer Cyclical 23,535.0 $5.6M 0.06% +1K +5.3% $238.49 -41.1%
384 AFL AFLAC INC Financial Services 50,653.0 $5.6M 0.06% -2K -2.9% $110.27 +6.9%
385 PSX PHILLIPS 66 Energy 43,257.0 $5.6M 0.06% -541.0 -1.2% $129.04 +37.7%
386 TCBK TRICO BANCSHARES Financial Services 117,761.0 $5.6M 0.06% -6K -4.6% $47.37 +7.0%
387 O REALTY INCOME CORP Real Estate 98,772.0 $5.6M 0.06% $56.37 +10.0%
388 RGA REINSURANCE GRP OF AMERICA I Financial Services 27,349.0 $5.6M 0.06% -3K -10.4% $203.46 +5.2%
389 RPM RPM INTL INC Basic Materials 53,362.0 $5.5M 0.06% -6K -10.0% $104.00 -3.0%
390 MTZ MASTEC INC Industrials 25,527.0 $5.5M 0.06% -3K -9.8% $217.37 +75.8%
391 COIN COINBASE GLOBAL INC Financial Services 24,500.0 $5.5M 0.06% $226.14 -18.2%
392 EHC ENCOMPASS HEALTH CORP Healthcare 52,128.0 $5.5M 0.06% -984.0 -1.9% $106.14 -1.1%
393 URI UNITED RENTALS INC Industrials 6,834.0 $5.5M 0.06% -142.0 -2.0% $809.32 +16.0%
394 HTO H2O AMERICA Utilities 112,841.0 $5.5M 0.06% -5K -4.3% $48.99 +18.7%
395 F FORD MTR CO Consumer Cyclical 420,161.0 $5.5M 0.06% -3K -0.8% $13.12 +13.8%
396 LECO LINCOLN ELEC HLDGS INC Industrials 22,901.0 $5.5M 0.06% -3K -10.2% $239.64 +9.9%
397 EVR EVERCORE INC Financial Services 16,097.0 $5.5M 0.06% -2K -9.7% $340.25 +1.7%
398 OHI OMEGA HEALTHCARE INVS INC Real Estate 122,992.0 $5.5M 0.06% -13K -9.7% $44.34 +8.0%
399 DKS DICKS SPORTING GOODS INC Consumer Cyclical 27,512.0 $5.4M 0.06% -3K -10.9% $197.97 +16.8%
400 DT DYNATRACE INC Technology 125,471.0 $5.4M 0.06% -14K -9.9% $43.34 -4.9%
Page 20 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%