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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 24 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 COMERICA INC 53,164.0 $4.6M 0.05% -6K -10.4% $86.93
462 RSG REPUBLIC SVCS INC Industrials 21,612.0 $4.6M 0.05% -392.0 -1.8% $211.93 -1.4%
463 VRT VERTIV HOLDINGS CO Industrials 28,254.0 $4.6M 0.05% +14K +104.9% $162.01 +102.1%
464 RDVT RED VIOLET INC Technology 80,366.0 $4.6M 0.05% NEW $56.95 -11.1%
465 LAMR LAMAR ADVERTISING CO NEW Real Estate 36,150.0 $4.6M 0.05% -4K -9.8% $126.58 +21.0%
466 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 27,529.0 $4.6M 0.05% -3K -10.3% $166.00 +7.0%
467 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 26,655.0 $4.6M 0.05% -3K -9.9% $171.28 +125.4%
468 AYI ACUITY INC Industrials 12,657.0 $4.6M 0.05% -1K -9.7% $360.04 -20.1%
469 SCI SERVICE CORP INTL Consumer Cyclical 58,340.0 $4.5M 0.05% -6K -9.9% $77.97 -0.7%
470 OPCH OPTION CARE HEALTH INC Healthcare 142,592.0 $4.5M 0.05% -9K -6.2% $31.86 -34.3%
471 WTRG ESSENTIAL UTILS INC Utilities 117,766.0 $4.5M 0.05% -12K -9.1% $38.36 -2.4%
472 YUM YUM BRANDS INC Consumer Cyclical 29,807.0 $4.5M 0.05% -272.0 -0.9% $151.28 +2.0%
473 CARR CARRIER GLOBAL CORPORATION Industrials 85,030.0 $4.5M 0.05% -2K -2.0% $52.84 +19.5%
474 DGII DIGI INTL INC Technology 102,282.0 $4.4M 0.05% -5K -4.3% $43.29 +52.8%
475 PSA PUBLIC STORAGE OPER CO Real Estate 16,955.0 $4.4M 0.05% -161.0 -0.9% $259.50 +17.6%
476 GDYN GRID DYNAMICS HLDGS INC Technology 483,780.0 $4.4M 0.05% -3K -0.6% $9.03 -21.0%
477 RGEN REPLIGEN CORP Healthcare 26,622.0 $4.4M 0.05% +1K +4.1% $163.86 -29.8%
478 AMH AMERICAN HOMES 4 RENT Real Estate 135,679.0 $4.4M 0.05% -15K -9.8% $32.10 +0.5%
479 MANH MANHATTAN ASSOCIATES INC Technology 25,079.0 $4.3M 0.05% -3K -10.2% $173.31 -20.0%
480 ORI OLD REP INTL CORP Financial Services 94,744.0 $4.3M 0.04% -11K -10.3% $45.64 -13.8%
Page 24 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%