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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 3 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APH AMPHENOL CORP NEW Technology 212,337.0 $28.7M 0.30% +10K +4.7% $135.14 -7.6%
42 MRK MERCK & CO INC Healthcare 266,050.0 $28.0M 0.29% -4K -1.6% $105.26 +10.1%
43 DB DEUTSCHE BANK A G Financial Services 715,593.0 $27.8M 0.29% $38.89 -15.4%
44 RTX RTX CORPORATION Industrials 151,133.0 $27.7M 0.29% -1K -0.9% $183.40 -4.7%
45 CRM SALESFORCE INC Technology 104,612.0 $27.7M 0.29% -2K -1.6% $264.91 -33.4%
46 LRCX LAM RESEARCH CORP Technology 156,015.0 $26.7M 0.28% -13K -7.8% $171.18 +76.6%
47 MS MORGAN STANLEY Financial Services 146,121.0 $25.9M 0.27% -6K -4.0% $177.53 +12.9%
48 C CITIGROUP INC Financial Services 212,579.0 $24.8M 0.26% -8K -3.7% $116.69 +7.3%
49 AIT APPLIED INDL TECHNOLOGIES IN Industrials 96,438.0 $24.8M 0.26% +27K +38.1% $256.77 +19.0%
50 TMO THERMO FISHER SCIENTIFIC INC Healthcare 41,864.0 $24.3M 0.26% -590.0 -1.4% $579.45 -22.0%
51 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,481.0 $24.0M 0.25% +323.0 +7.8% $5355.33 -97.0%
52 MCD MCDONALDS CORP Consumer Cyclical 77,929.0 $23.8M 0.25% +589.0 +0.8% $305.63 -7.0%
53 DHR DANAHER CORPORATION Healthcare 102,428.0 $23.4M 0.25% +7K +7.3% $228.92 -24.3%
54 ABT ABBOTT LABS Healthcare 186,391.0 $23.4M 0.24% -2K -1.0% $125.29 -29.9%
55 AMAT APPLIED MATLS INC Technology 88,656.0 $22.8M 0.24% +2K +1.9% $256.99 +66.3%
56 INDA ISHARES TR 413,485.0 $22.4M 0.23% -25K -5.7% $54.07 -11.2%
57 INTU INTUIT Technology 33,565.0 $22.2M 0.23% -364.0 -1.1% $662.42 -53.6%
58 EMXC ISHARES INC 304,769.0 $22.2M 0.23% -19K -5.8% $72.68 +31.5%
59 DIS DISNEY WALT CO Communication Services 191,666.0 $21.8M 0.23% -3K -1.6% $113.77 -9.0%
60 ISRG INTUITIVE SURGICAL INC Healthcare 38,164.0 $21.6M 0.23% -783.0 -2.0% $566.36 -22.3%
Page 3 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%