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Portfolio (Quarterly) Guide ↗

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

· CIK 0000922127
13F Portfolio $9.5B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1351 New
Page 22 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TDW TIDEWATER INC NEW Energy 97,994.0 $5.2M 0.06% NEW $53.33 +48.7%
422 POTLATCHDELTIC CORPORATION 128,023.0 $5.2M 0.06% NEW $40.75
423 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 77,288.0 $5.2M 0.06% NEW $67.31 +28.9%
424 GAMESTOP CORP NEW 190,064.0 $5.2M 0.06% NEW $27.28
425 CARR CARRIER GLOBAL CORPORATION Industrials 86,736.0 $5.2M 0.06% NEW $59.70 +5.8%
426 ATI ATI INC Industrials 63,655.0 $5.2M 0.06% NEW $81.34 +99.5%
427 XEL XCEL ENERGY INC Utilities 64,098.0 $5.2M 0.06% NEW $80.65 +0.5%
428 WTRG ESSENTIAL UTILS INC Utilities 129,528.0 $5.2M 0.05% NEW $39.90 -6.2%
429 AXSM AXSOME THERAPEUTICS INC Healthcare 42,306.0 $5.1M 0.05% NEW $121.45 +94.3%
430 EXEL EXELIXIS INC Healthcare 124,326.0 $5.1M 0.05% NEW $41.30 +21.4%
431 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 30,690.0 $5.1M 0.05% NEW $166.15 +6.9%
432 CCI CROWN CASTLE INC Real Estate 52,680.0 $5.1M 0.05% NEW $96.49 -5.2%
433 ALLY ALLY FINL INC Financial Services 129,360.0 $5.1M 0.05% NEW $39.20 +8.0%
434 F FORD MTR CO Consumer Cyclical 423,654.0 $5.1M 0.05% NEW $11.96 +24.8%
435 CACI CACI INTL INC Technology 10,158.0 $5.1M 0.05% NEW $498.78 +0.5%
436 NXT NEXTRACKER INC Technology 68,333.0 $5.1M 0.05% NEW $73.99 +76.4%
437 BLD TOPBUILD CORP Industrials 12,922.0 $5.1M 0.05% NEW $390.86 +4.4%
438 RSG REPUBLIC SVCS INC Industrials 22,004.0 $5.0M 0.05% NEW $229.48 -9.0%
439 VRNS VARONIS SYS INC Technology 87,663.0 $5.0M 0.05% NEW $57.47 -46.1%
440 AMH AMERICAN HOMES 4 RENT Real Estate 150,482.0 $5.0M 0.05% NEW $33.25 -2.9%
Page 22 of 68  ·  1,351 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 30.3%
Financial Services 13.2%
Industrials 11.8%
Consumer Cyclical 10.7%
Healthcare 9.8%
Communication Services 7.8%
Consumer Defensive 4.5%
Real Estate 3.4%
Energy 3.3%
Utilities 3.0%