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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 26 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NYT NEW YORK TIMES CO Communication Services 74,834.0 $4.3M 0.04% NEW $57.40 +30.6%
502 CUBE CUBESMART Real Estate 105,313.0 $4.3M 0.04% NEW $40.66 -1.5%
503 SYY SYSCO CORP Consumer Defensive 51,777.0 $4.3M 0.04% NEW $82.34 -7.3%
504 ROK ROCKWELL AUTOMATION INC Industrials 12,190.0 $4.3M 0.04% NEW $349.53 +29.4%
505 CELH CELSIUS HLDGS INC Consumer Defensive 73,857.0 $4.2M 0.04% NEW $57.49 -47.6%
506 LMAT LEMAITRE VASCULAR INC Healthcare 48,448.0 $4.2M 0.04% NEW $87.51 +11.7%
507 WY WEYERHAEUSER CO MTN BE Real Estate 170,315.0 $4.2M 0.04% NEW $24.79 -4.6%
508 OPCH OPTION CARE HEALTH INC Healthcare 151,978.0 $4.2M 0.04% NEW $27.76 -24.6%
509 VAL VALARIS LTD Energy 85,641.0 $4.2M 0.04% NEW $48.77 +107.4%
510 MP MP MATERIALS CORP Basic Materials 62,159.0 $4.2M 0.04% NEW $67.07 -3.9%
511 CHWY CHEWY INC Consumer Cyclical 102,941.0 $4.2M 0.04% NEW $40.45 -48.8%
512 EGP EASTGROUP PPTYS INC Real Estate 24,596.0 $4.2M 0.04% NEW $169.26 +21.2%
513 WAL WESTERN ALLIANCE BANCORP Financial Services 47,809.0 $4.1M 0.04% NEW $86.72 -9.4%
514 RRC RANGE RES CORP Energy 110,003.0 $4.1M 0.04% NEW $37.64 +9.1%
515 MLM MARTIN MARIETTA MATLS INC Basic Materials 6,536.0 $4.1M 0.04% NEW $630.28 -14.9%
516 CAH CARDINAL HEALTH INC Healthcare 25,944.0 $4.1M 0.04% NEW $156.96 +27.9%
517 COMERICA INC 59,357.0 $4.1M 0.04% NEW $68.52
518 TTEK TETRA TECH INC NEW Industrials 121,357.0 $4.1M 0.04% NEW $33.38 -17.2%
519 ALV AUTOLIV INC Consumer Cyclical 32,634.0 $4.0M 0.04% NEW $123.50 -0.6%
520 PLNT PLANET FITNESS INC Consumer Cyclical 38,756.0 $4.0M 0.04% NEW $103.80 -49.9%
Page 26 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%