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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 31 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SEIC SEI INVTS CO Financial Services 38,727.0 $3.2M 0.03% -5K -10.8% $82.02 +10.5%
602 OXY OCCIDENTAL PETE CORP Energy 77,211.0 $3.2M 0.03% -673.0 -0.9% $41.12 +40.3%
603 KIDS ORTHOPEDIATRICS CORP Healthcare 178,272.0 $3.2M 0.03% -1K -0.6% $17.76 +1.2%
604 FR FIRST INDL RLTY TR INC Real Estate 55,111.0 $3.2M 0.03% -6K -9.9% $57.27 +11.4%
605 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 237,098.0 $3.1M 0.03% +9K +3.8% $13.28 -10.0%
606 WTS WATTS WATER TECHNOLOGIES INC Industrials 11,407.0 $3.1M 0.03% -1K -9.9% $276.02 +12.7%
607 DG DOLLAR GEN CORP NEW Consumer Defensive 23,643.0 $3.1M 0.03% -220.0 -0.9% $132.77 -21.9%
608 CHDN CHURCHILL DOWNS INC Consumer Cyclical 27,569.0 $3.1M 0.03% -3K -10.4% $113.78 -27.5%
609 MPLX MPLX LP Energy 58,698.0 $3.1M 0.03% +5K +8.9% $53.37 +5.8%
610 NNN NNN REIT INC Real Estate 79,040.0 $3.1M 0.03% -8K -9.3% $39.63 +13.7%
611 BRO BROWN & BROWN INC Financial Services 39,272.0 $3.1M 0.03% -2K -3.8% $79.70 -28.2%
612 G GENPACT LIMITED Technology 66,732.0 $3.1M 0.03% -8K -10.8% $46.78 -33.3%
613 ODFL OLD DOMINION FREIGHT LINE IN Industrials 19,763.0 $3.1M 0.03% -290.0 -1.4% $156.80 +38.1%
614 CHWY CHEWY INC Consumer Cyclical 93,664.0 $3.1M 0.03% -9K -9.0% $33.05 -35.8%
615 PODD INSULET CORP Healthcare 10,831.0 $3.1M 0.03% +2K +17.3% $284.24 -46.1%
616 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 47,824.0 $3.1M 0.03% -439.0 -0.9% $64.31 +28.6%
617 PDFS PDF SOLUTIONS INC Technology 107,649.0 $3.1M 0.03% -555.0 -0.5% $28.53 +71.2%
618 IMAX IMAX CORP Communication Services 83,006.0 $3.1M 0.03% -536.0 -0.6% $36.96 +9.9%
619 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2,199.0 $3.1M 0.03% -40.0 -1.8% $1394.19 -20.6%
620 NTAP NETAPP INC Technology 28,615.0 $3.1M 0.03% -540.0 -1.9% $107.09 +29.5%
Page 31 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%