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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 28 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WEC WEC ENERGY GROUP INC Utilities 34,922.0 $3.7M 0.04% $105.46 +7.4%
542 FLS FLOWSERVE CORP Industrials 52,903.0 $3.7M 0.04% -7K -12.4% $69.38 +4.1%
543 PECO PHILLIPS EDISON & CO INC Real Estate 102,996.0 $3.7M 0.04% $35.57 +13.9%
544 BANF BANCFIRST CORP Financial Services 34,576.0 $3.7M 0.04% -2K -4.3% $105.93 +6.7%
545 OTIS OTIS WORLDWIDE CORP Industrials 41,857.0 $3.7M 0.04% -698.0 -1.6% $87.35 -17.1%
546 TTEK TETRA TECH INC NEW Industrials 108,795.0 $3.6M 0.04% -13K -10.3% $33.54 -17.6%
547 XHR XENIA HOTELS & RESORTS INC Real Estate 256,448.0 $3.6M 0.04% -12K -4.5% $14.14 +20.0%
548 WAL WESTERN ALLIANCE BANCORP Financial Services 42,958.0 $3.6M 0.04% -5K -10.2% $84.07 -5.3%
549 KNSL KINSALE CAP GROUP INC Financial Services 9,197.0 $3.6M 0.04% -1K -10.0% $391.12 -21.3%
550 ZION ZIONS BANCORPORATION N A Financial Services 61,444.0 $3.6M 0.04% -7K -9.9% $58.54 +7.5%
551 KMB KIMBERLY-CLARK CORP Consumer Defensive 35,645.0 $3.6M 0.04% -328.0 -0.9% $100.89 -1.8%
552 EQT EQT CORP Energy 66,998.0 $3.6M 0.04% -635.0 -0.9% $53.60 +7.6%
553 OGE OGE ENERGY CORP Utilities 83,843.0 $3.6M 0.04% -9K -9.9% $42.70 +13.0%
554 ARES ARES MANAGEMENT CORPORATION Financial Services 22,082.0 $3.6M 0.04% NEW $161.63 -21.4%
555 DD DUPONT DE NEMOURS INC Basic Materials 88,618.0 $3.6M 0.04% +43K +95.3% $40.20 +24.6%
556 GRMN GARMIN LTD Technology 17,552.0 $3.6M 0.04% -180.0 -1.0% $202.85 +18.7%
557 CCL CARNIVAL CORP Consumer Cyclical 116,571.0 $3.6M 0.04% -1K -0.9% $30.54 -12.3%
558 EXPE EXPEDIA GROUP INC Consumer Cyclical 12,562.0 $3.6M 0.04% -247.0 -1.9% $283.31 -21.8%
559 SANDISK CORP 14,923.0 $3.5M 0.04% -539.0 -3.5% $237.39
560 KVUE KENVUE INC Consumer Defensive 205,357.0 $3.5M 0.04% -2K -1.1% $17.25 +1.6%
Page 28 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%