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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 35 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GIS GENERAL MLS INC Consumer Defensive 57,297.0 $2.7M 0.03% -680.0 -1.2% $46.50 -28.4%
682 NEOG NEOGEN CORP Healthcare 380,829.0 $2.7M 0.03% $6.99 +29.5%
683 FLR FLUOR CORP NEW Industrials 67,080.0 $2.7M 0.03% -8K -10.2% $39.63 +16.6%
684 RIOT RIOT PLATFORMS INC Financial Services 209,591.0 $2.7M 0.03% NEW $12.67 +105.2%
685 ESAB ESAB CORPORATION Industrials 23,751.0 $2.7M 0.03% -3K -9.9% $111.72 -15.1%
686 IIIV I3 VERTICALS INC Technology 104,662.0 $2.6M 0.03% +8K +8.0% $25.19 -20.9%
687 IRM IRON MTN INC DEL Real Estate 31,737.0 $2.6M 0.03% -277.0 -0.9% $82.95 +55.7%
688 LFUS LITTELFUSE INC Technology 10,364.0 $2.6M 0.03% -1K -9.4% $252.92 +87.6%
689 JBL JABIL INC Technology 11,470.0 $2.6M 0.03% -162.0 -1.4% $228.02 +65.8%
690 COOPER COS INC 31,874.0 $2.6M 0.03% +589.0 +1.9% $81.96
691 STWD STARWOOD PPTY TR INC Real Estate 144,874.0 $2.6M 0.03% -15K -9.1% $18.01 -3.8%
692 FAF FIRST AMERN FINL CORP Financial Services 42,409.0 $2.6M 0.03% -5K -9.8% $61.44 +10.5%
693 FCFS FIRSTCASH HOLDINGS INC Financial Services 16,164.0 $2.6M 0.03% -2K -10.3% $159.41 +44.8%
694 MAT MATTEL INC Consumer Cyclical 129,347.0 $2.6M 0.03% -19K -13.1% $19.84 -24.1%
695 HAL HALLIBURTON CO Energy 90,356.0 $2.6M 0.03% -2K -2.2% $28.26 +46.7%
696 RF REGIONS FINANCIAL CORP NEW Financial Services 94,161.0 $2.6M 0.03% -3K -2.6% $27.10 +3.6%
697 FNB F N B CORP Financial Services 149,047.0 $2.5M 0.03% -17K -10.1% $17.10 +2.2%
698 HUBB HUBBELL INC Industrials 5,708.0 $2.5M 0.03% -54.0 -0.9% $444.11 +7.5%
699 DOCS DOXIMITY INC Healthcare 57,171.0 $2.5M 0.03% -6K -9.2% $44.28 -55.6%
700 KD KYNDRYL HLDGS INC Technology 95,123.0 $2.5M 0.03% -12K -10.9% $26.56 -54.4%
Page 35 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%