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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 27 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RRX REGAL REXNORD CORPORATION Industrials 27,630.0 $3.9M 0.04% -3K -9.9% $140.32 +49.6%
522 STT STATE STR CORP Financial Services 29,993.0 $3.9M 0.04% -760.0 -2.5% $129.01 +22.9%
523 DOC HEALTHPEAK PROPERTIES INC Real Estate 240,390.0 $3.9M 0.04% +13K +5.7% $16.08 +24.6%
524 PCTY PAYLOCITY HLDG CORP Technology 25,342.0 $3.9M 0.04% +950.0 +3.9% $152.50 -28.1%
525 SOLENO THERAPEUTICS INC 83,166.0 $3.9M 0.04% +4K +5.5% $46.30
526 ED CONSOLIDATED EDISON INC Utilities 38,748.0 $3.8M 0.04% -338.0 -0.9% $99.32 +8.4%
527 OC OWENS CORNING NEW Industrials 34,207.0 $3.8M 0.04% -4K -11.4% $111.91 +7.3%
528 BLOCK INC 58,810.0 $3.8M 0.04% -763.0 -1.3% $65.09
529 PCG PG&E CORP Utilities 235,964.0 $3.8M 0.04% -2K -0.9% $16.07 +2.2%
530 SYY SYSCO CORP Consumer Defensive 51,436.0 $3.8M 0.04% -341.0 -0.7% $73.69 +2.2%
531 RMD RESMED INC Healthcare 15,715.0 $3.8M 0.04% -193.0 -1.2% $240.87 -13.7%
532 WY WEYERHAEUSER CO MTN BE Real Estate 159,231.0 $3.8M 0.04% -11K -6.5% $23.69 -0.1%
533 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 21,151.0 $3.8M 0.04% -138.0 -0.7% $177.44 -35.5%
534 KEYS KEYSIGHT TECHNOLOGIES INC Technology 18,451.0 $3.7M 0.04% -203.0 -1.1% $203.19 +75.1%
535 PLNT PLANET FITNESS INC Consumer Cyclical 34,535.0 $3.7M 0.04% -4K -10.9% $108.47 -51.5%
536 CPRT COPART INC Industrials 95,633.0 $3.7M 0.04% -819.0 -0.8% $39.15 -15.1%
537 REXR REXFORD INDL RLTY INC Real Estate 96,676.0 $3.7M 0.04% -12K -11.3% $38.72 -5.5%
538 POWL POWELL INDS INC Industrials 11,739.0 $3.7M 0.04% +11K +1012.7% $318.78 -8.4%
539 MCHP MICROCHIP TECHNOLOGY INC. Technology 58,024.0 $3.7M 0.04% -468.0 -0.8% $63.72 +53.9%
540 FIS FIDELITY NATL INFORMATION SV Technology 55,608.0 $3.7M 0.04% -1K -1.8% $66.46 -36.5%
Page 27 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%