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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 33 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 DOV DOVER CORP Industrials 14,731.0 $2.9M 0.03% -138.0 -0.9% $195.24 +9.6%
642 DTE DTE ENERGY CO Utilities 22,295.0 $2.9M 0.03% -203.0 -0.9% $128.98 +12.3%
643 AXTA AXALTA COATING SYS LTD Basic Materials 88,787.0 $2.9M 0.03% -11K -11.2% $32.31 -8.0%
644 MIDD MIDDLEBY CORP Industrials 19,287.0 $2.9M 0.03% -43K -69.1% $148.67 +1.0%
645 STAG STAG INDL INC Real Estate 77,721.0 $2.9M 0.03% -9K -9.9% $36.76 +4.8%
646 EFX EQUIFAX INC Industrials 13,146.0 $2.9M 0.03% -277.0 -2.1% $216.98 -24.2%
647 IDA IDACORP INC Utilities 22,493.0 $2.8M 0.03% -2K -9.9% $126.56 +12.4%
648 PATH UIPATH INC Technology 173,539.0 $2.8M 0.03% NEW $16.39 -31.6%
649 MP MP MATERIALS CORP Basic Materials 56,057.0 $2.8M 0.03% -6K -9.8% $50.52 +35.1%
650 ACI ALBERTSONS COS INC Consumer Defensive 164,597.0 $2.8M 0.03% -22K -11.6% $17.17 -9.1%
651 CBOE CBOE GLOBAL MKTS INC Financial Services 11,236.0 $2.8M 0.03% -102.0 -0.9% $251.00 +41.5%
652 CBSH COMMERCE BANCSHARES INC Financial Services 53,813.0 $2.8M 0.03% -3K -6.1% $52.34 +0.1%
653 HIMS HIMS & HERS HEALTH INC Healthcare 86,691.0 $2.8M 0.03% -9K -9.2% $32.47 -27.0%
654 NE NOBLE CORP PLC Energy 99,474.0 $2.8M 0.03% -4K -3.8% $28.24 +79.1%
655 BR BROADRIDGE FINL SOLUTIONS IN Technology 12,538.0 $2.8M 0.03% -161.0 -1.3% $223.17 -34.0%
656 ORA ORMAT TECHNOLOGIES INC Utilities 25,297.0 $2.8M 0.03% -3K -9.8% $110.47 +25.2%
657 H HYATT HOTELS CORP Consumer Cyclical 17,404.0 $2.8M 0.03% -2K -11.0% $160.32 +11.6%
658 LKQ LKQ CORP Consumer Cyclical 92,361.0 $2.8M 0.03% +6K +6.7% $30.20 -11.2%
659 DXCM DEXCOM INC Healthcare 41,988.0 $2.8M 0.03% -619.0 -1.4% $66.37 +9.8%
660 PPL PPL CORP Utilities 79,418.0 $2.8M 0.03% -729.0 -0.9% $35.02 +3.1%
Page 33 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%