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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 32 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 INGERSOLL RAND INC 38,617.0 $3.1M 0.03% -600.0 -1.5% $79.22
622 FLUTTER ENTMT PLC 14,222.0 $3.1M 0.03% +6K +66.2% $215.04
623 PNFP PINNACLE FINL PARTNERS INC Financial Services 32,012.0 $3.1M 0.03% -4K -9.9% $95.41 +3.0%
624 CELH CELSIUS HLDGS INC Consumer Defensive 66,516.0 $3.0M 0.03% -7K -9.9% $45.74 -34.6%
625 RJF RAYMOND JAMES FINL INC Financial Services 18,932.0 $3.0M 0.03% -303.0 -1.6% $160.59 -5.4%
626 NFG NATIONAL FUEL GAS CO Energy 37,607.0 $3.0M 0.03% -4K -9.9% $80.06 -0.1%
627 FSLR FIRST SOLAR INC Energy 11,520.0 $3.0M 0.03% -104.0 -0.9% $261.23 +2.9%
628 FANG DIAMONDBACK ENERGY INC Energy 20,013.0 $3.0M 0.03% -399.0 -1.9% $150.33 +30.4%
629 DINO HF SINCLAIR CORP Energy 65,072.0 $3.0M 0.03% -8K -11.4% $46.08 +50.8%
630 EXR EXTRA SPACE STORAGE INC Real Estate 22,790.0 $3.0M 0.03% -217.0 -0.9% $130.22 +10.7%
631 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 51,620.0 $3.0M 0.03% -478.0 -0.9% $57.49 +36.5%
632 VOYA VOYA FINANCIAL INC Financial Services 39,605.0 $3.0M 0.03% -5K -11.1% $74.49 +9.6%
633 HBAN HUNTINGTON BANCSHARES INC Financial Services 168,824.0 $2.9M 0.03% +10K +6.2% $17.35 -7.8%
634 DUOL DUOLINGO INC Technology 16,652.0 $2.9M 0.03% -2K -9.2% $175.50 -39.0%
635 INGR INGREDION INC Consumer Defensive 26,440.0 $2.9M 0.03% -3K -10.8% $110.26 -6.6%
636 ULTA ULTA BEAUTY INC Consumer Cyclical 4,813.0 $2.9M 0.03% -58.0 -1.2% $605.01 -14.8%
637 NVR NVR INC Consumer Cyclical 398.0 $2.9M 0.03% -14.0 -3.4% $7292.77 -16.4%
638 AEE AMEREN CORP Utilities 29,040.0 $2.9M 0.03% -268.0 -0.9% $99.86 +11.5%
639 HSY HERSHEY CO Consumer Defensive 15,914.0 $2.9M 0.03% -146.0 -0.9% $181.98 +5.3%
640 SYNOVUS FINL CORP 57,772.0 $2.9M 0.03% -6K -9.9% $50.05
Page 32 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%