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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 36 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CTRA COTERRA ENERGY INC Energy 95,974.0 $2.5M 0.03% -2K -1.6% $26.32 +23.7%
702 CHE CHEMED CORP NEW Healthcare 5,895.0 $2.5M 0.03% -835.0 -12.4% $427.86 +2.7%
703 GATX GATX CORP Industrials 14,858.0 $2.5M 0.03% -2K -9.6% $169.60 +0.0%
704 CRUS CIRRUS LOGIC INC Technology 21,238.0 $2.5M 0.03% -2K -10.4% $118.50 +44.4%
705 CGNX COGNEX CORP Technology 69,750.0 $2.5M 0.03% -8K -10.1% $35.98 +83.7%
706 GXO GXO LOGISTICS INCORPORATED Industrials 47,647.0 $2.5M 0.03% -5K -9.9% $52.64 -9.8%
707 DLTR DOLLAR TREE INC Consumer Defensive 20,376.0 $2.5M 0.03% -669.0 -3.2% $123.01 -22.8%
708 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 49,998.0 $2.5M 0.03% -5K -9.8% $50.02 -24.7%
709 FE FIRSTENERGY CORP Utilities 55,815.0 $2.5M 0.03% -505.0 -0.9% $44.77 +3.4%
710 STLD STEEL DYNAMICS INC Basic Materials 14,737.0 $2.5M 0.03% -259.0 -1.7% $169.45 +41.7%
711 IONS IONIS PHARMACEUTICALS INC Healthcare 31,459.0 $2.5M 0.03% NEW $79.11 -4.5%
712 KEX KIRBY CORP Industrials 22,557.0 $2.5M 0.03% -3K -12.5% $110.18 +30.1%
713 HR HEALTHCARE RLTY TR Real Estate 146,339.0 $2.5M 0.03% -16K -9.9% $16.95 +20.1%
714 EIX EDISON INTL Utilities 41,310.0 $2.5M 0.03% -398.0 -0.9% $60.02 +18.6%
715 LEA LEAR CORP Consumer Cyclical 21,587.0 $2.5M 0.03% -3K -12.2% $114.60 +22.0%
716 LEIDOS HOLDINGS INC 13,705.0 $2.5M 0.03% -179.0 -1.3% $180.40
717 MASI MASIMO CORP Healthcare 19,001.0 $2.5M 0.03% -2K -10.9% $130.06 +37.5%
718 ULS UL SOLUTIONS INC Industrials 31,318.0 $2.5M 0.03% NEW $78.86 +30.4%
719 VFC V F CORP Consumer Cyclical 136,592.0 $2.5M 0.03% -15K -9.9% $18.08 -7.6%
720 AM ANTERO MIDSTREAM CORP Energy 138,749.0 $2.5M 0.03% -16K -10.3% $17.79 +24.6%
Page 36 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%