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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 30 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 LAD LITHIA MTRS INC Consumer Cyclical 10,093.0 $3.4M 0.04% -2K -14.8% $332.33 -15.0%
582 UGI UGI CORP NEW Utilities 89,446.0 $3.3M 0.04% -10K -9.9% $37.43 -4.0%
583 CORPAY INC 11,078.0 $3.3M 0.04% -285.0 -2.5% $300.85
584 CADENCE BANK 77,521.0 $3.3M 0.04% -9K -9.9% $42.84
585 OSK OSHKOSH CORP Industrials 26,325.0 $3.3M 0.04% -3K -10.9% $125.63 +2.6%
586 VMI VALMONT INDS INC Industrials 8,199.0 $3.3M 0.04% -917.0 -10.1% $402.32 +31.6%
587 HALO HALOZYME THERAPEUTICS INC Healthcare 48,941.0 $3.3M 0.04% -5K -9.4% $67.30 +2.5%
588 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 110,372.0 $3.3M 0.03% -4K -3.3% $29.66 +5.6%
589 TER TERADYNE INC Technology 16,814.0 $3.3M 0.03% -427.0 -2.5% $193.56 +98.8%
590 AVTR AVANTOR INC Healthcare 283,753.0 $3.3M 0.03% -31K -9.9% $11.46 -29.8%
591 ROL ROLLINS INC Consumer Cyclical 53,827.0 $3.2M 0.03% +18K +52.1% $60.02 -11.2%
592 ONB OLD NATL BANCORP IND Financial Services 144,740.0 $3.2M 0.03% -16K -10.1% $22.31 +8.2%
593 SFM SPROUTS FMRS MKT INC Consumer Defensive 40,523.0 $3.2M 0.03% -5K -10.2% $79.67 +7.4%
594 SYF SYNCHRONY FINANCIAL Financial Services 38,675.0 $3.2M 0.03% -2K -4.1% $83.43 -13.7%
595 ANNX ANNEXON INC Healthcare 642,038.0 $3.2M 0.03% -425K -39.8% $5.02 +7.3%
596 VICI VICI PPTYS INC Real Estate 114,566.0 $3.2M 0.03% -828.0 -0.7% $28.12 +1.5%
597 R RYDER SYS INC Industrials 16,804.0 $3.2M 0.03% -2K -10.8% $191.39 +30.5%
598 TTC TORO CO Industrials 40,728.0 $3.2M 0.03% -5K -10.6% $78.72 +15.4%
599 AVAV AEROVIRONMENT INC Industrials 13,241.0 $3.2M 0.03% -1K -9.9% $241.89 -23.7%
600 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 33,583.0 $3.2M 0.03% $94.62 +20.8%
Page 30 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%