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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 34 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BIIB BIOGEN INC Healthcare 15,793.0 $2.8M 0.03% -136.0 -0.8% $175.99 +10.2%
662 FOXA FOX CORP Communication Services 37,985.0 $2.8M 0.03% -1K -2.6% $73.07 -12.2%
663 NTRS NORTHERN TR CORP Financial Services 20,308.0 $2.8M 0.03% -421.0 -2.0% $136.59 +23.7%
664 OMC OMNICOM GROUP INC Communication Services 34,266.0 $2.8M 0.03% +13K +63.2% $80.75 -8.7%
665 EL LAUDER ESTEE COS INC Consumer Defensive 26,408.0 $2.8M 0.03% +1K +4.0% $104.72 -15.6%
666 EXP EAGLE MATLS INC Basic Materials 13,344.0 $2.8M 0.03% -2K -11.0% $206.68 -2.3%
667 AVB AVALONBAY CMNTYS INC Real Estate 15,186.0 $2.8M 0.03% -229.0 -1.5% $181.31 +2.8%
668 CINF CINCINNATI FINL CORP Financial Services 16,754.0 $2.7M 0.03% -198.0 -1.2% $163.32 +3.0%
669 AWK AMERICAN WTR WKS CO INC NEW Utilities 20,948.0 $2.7M 0.03% -196.0 -0.9% $130.50 -4.5%
670 PB PROSPERITY BANCSHARES INC Financial Services 39,534.0 $2.7M 0.03% -4K -9.9% $69.11 +0.8%
671 NET CLOUDFLARE INC Technology 13,857.0 $2.7M 0.03% +6K +78.9% $197.15 +9.6%
672 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 44,846.0 $2.7M 0.03% -5K -9.8% $60.89 -19.9%
673 MTG MGIC INVT CORP WIS Financial Services 93,115.0 $2.7M 0.03% -13K -12.5% $29.22 -11.1%
674 ES EVERSOURCE ENERGY Utilities 40,279.0 $2.7M 0.03% $67.33 +3.9%
675 VNOM VIPER ENERGY INC Energy 70,097.0 $2.7M 0.03% -8K -10.0% $38.63 +21.3%
676 THG HANOVER INS GROUP INC Financial Services 14,810.0 $2.7M 0.03% -2K -10.4% $182.77 +6.8%
677 CFG CITIZENS FINL GROUP INC Financial Services 46,119.0 $2.7M 0.03% -639.0 -1.4% $58.41 +8.9%
678 AGCO AGCO CORP Industrials 25,778.0 $2.7M 0.03% -3K -9.9% $104.32 +8.3%
679 CNP CENTERPOINT ENERGY INC Utilities 70,091.0 $2.7M 0.03% -665.0 -0.9% $38.34 +11.6%
680 SNA SNAP ON INC Industrials 7,798.0 $2.7M 0.03% -157.0 -2.0% $344.60 +7.4%
Page 34 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%