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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 21 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TRNO TERRENO RLTY CORP Real Estate 92,288.0 $5.4M 0.06% $58.71 +12.5%
402 RNR RENAISSANCERE HLDGS LTD Financial Services 19,190.0 $5.4M 0.06% -3K -11.7% $281.16 +5.1%
403 VLTO VERALTO CORP Industrials 54,041.0 $5.4M 0.06% +2K +3.8% $99.78 -13.0%
404 FORTINET INC 67,866.0 $5.4M 0.06% -13K -16.4% $79.41
405 NXT NEXTRACKER INC Technology 61,755.0 $5.4M 0.06% -7K -9.6% $87.11 +49.8%
406 D DOMINION ENERGY INC Utilities 91,674.0 $5.4M 0.06% -820.0 -0.9% $58.59 +15.5%
407 STE STERIS PLC Healthcare 21,171.0 $5.4M 0.06% +1K +7.3% $253.52 -14.6%
408 HL HECLA MNG CO Basic Materials 278,877.0 $5.4M 0.06% +205K +276.5% $19.19 -11.5%
409 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 70,268.0 $5.3M 0.06% -8K -9.9% $75.91 -26.0%
410 OMCL OMNICELL COM Healthcare 117,703.0 $5.3M 0.06% -4K -3.0% $45.30 -2.0%
411 EW EDWARDS LIFESCIENCES CORP Healthcare 62,473.0 $5.3M 0.06% -1K -2.1% $85.25 +0.6%
412 ENTG ENTEGRIS INC Technology 63,093.0 $5.3M 0.06% -7K -9.9% $84.25 +60.6%
413 EXPO EXPONENT INC Industrials 76,162.0 $5.3M 0.06% -3K -3.7% $69.46 -16.8%
414 ALLY ALLY FINL INC Financial Services 116,666.0 $5.3M 0.06% -13K -9.8% $45.29 -6.5%
415 CUZ COUSINS PPTYS INC Real Estate 204,089.0 $5.3M 0.06% -14K -6.5% $25.78 +2.8%
416 TPR TAPESTRY INC Consumer Cyclical 41,170.0 $5.3M 0.06% -7K -13.9% $127.77 +8.4%
417 CAH CARDINAL HEALTH INC Healthcare 25,578.0 $5.3M 0.06% -366.0 -1.4% $205.50 -2.3%
418 ACM AECOM Industrials 55,121.0 $5.3M 0.06% -6K -9.9% $95.33 -24.4%
419 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 141,957.0 $5.3M 0.06% -3K -2.3% $37.00 -11.1%
420 VRSK VERISK ANALYTICS INC Industrials 23,266.0 $5.2M 0.06% +5K +25.9% $223.69 -23.5%
Page 21 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%