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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 23 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XYL XYLEM INC Industrials 35,696.0 $4.9M 0.05% +9K +35.2% $136.18 -20.2%
442 BLD TOPBUILD CORP Industrials 11,616.0 $4.8M 0.05% -1K -10.1% $417.19 -2.2%
443 DAL DELTA AIR LINES INC DEL Industrials 69,666.0 $4.8M 0.05% -662.0 -0.9% $69.40 +9.7%
444 POTLATCHDELTIC CORPORATION 120,259.0 $4.8M 0.05% -8K -6.1% $39.78
445 TGT TARGET CORP Consumer Defensive 48,809.0 $4.8M 0.05% -459.0 -0.9% $97.75 +28.5%
446 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 79,953.0 $4.8M 0.05% -9K -9.8% $59.43 -9.0%
447 LMAT LEMAITRE VASCULAR INC Healthcare 58,476.0 $4.7M 0.05% +10K +20.7% $81.10 +20.5%
448 GWW GRAINGER W W INC Industrials 4,699.0 $4.7M 0.05% -72.0 -1.5% $1009.05 +23.7%
449 QTWO Q2 HLDGS INC Technology 65,691.0 $4.7M 0.05% $72.16 -36.1%
450 SNX TD SYNNEX CORPORATION Technology 31,520.0 $4.7M 0.05% -4K -11.0% $150.23 +58.0%
451 EXC EXELON CORP Utilities 108,463.0 $4.7M 0.05% -998.0 -0.9% $43.59 +6.1%
452 DHI D R HORTON INC Consumer Cyclical 32,699.0 $4.7M 0.05% -647.0 -1.9% $144.03 -0.2%
453 NDAQ NASDAQ INC Financial Services 48,438.0 $4.7M 0.05% -698.0 -1.4% $97.13 -6.3%
454 ROK ROCKWELL AUTOMATION INC Industrials 12,060.0 $4.7M 0.05% -130.0 -1.1% $389.07 +16.2%
455 MET METLIFE INC Financial Services 59,433.0 $4.7M 0.05% -1K -1.9% $78.94 +6.5%
456 XEL XCEL ENERGY INC Utilities 63,507.0 $4.7M 0.05% -591.0 -0.9% $73.86 +9.8%
457 ELAN ELANCO ANIMAL HEALTH INC Healthcare 206,782.0 $4.7M 0.05% -23K -9.9% $22.63 -4.0%
458 ATR APTARGROUP INC Healthcare 38,358.0 $4.7M 0.05% -2K -5.4% $121.96 -4.7%
459 NYT NEW YORK TIMES CO Communication Services 67,240.0 $4.7M 0.05% -8K -10.2% $69.42 +8.0%
460 CCI CROWN CASTLE INC Real Estate 52,027.0 $4.6M 0.05% -653.0 -1.2% $88.87 +2.9%
Page 23 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%