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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 38 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 VEEV VEEVA SYS INC Healthcare 10,655.0 $2.4M 0.03% +5K +80.4% $223.23 -28.2%
742 NOV NOV INC Energy 151,801.0 $2.4M 0.03% -20K -11.5% $15.63 +33.1%
743 DAR DARLING INGREDIENTS INC Consumer Defensive 65,833.0 $2.4M 0.03% -7K -9.9% $36.00 +62.8%
744 BSY BENTLEY SYS INC Technology 61,981.0 $2.4M 0.03% NEW $38.17 -13.1%
745 ARW ARROW ELECTRS INC Technology 21,438.0 $2.4M 0.03% -2K -9.9% $110.18 +97.2%
746 GBCI GLACIER BANCORP INC NEW Financial Services 53,537.0 $2.4M 0.03% -1K -2.2% $44.05 +8.2%
747 AN AUTONATION INC Consumer Cyclical 11,385.0 $2.4M 0.03% -2K -12.8% $206.48 -8.0%
748 EQR EQUITY RESIDENTIAL Real Estate 37,177.0 $2.3M 0.03% -492.0 -1.3% $63.04 +5.0%
749 WSM WILLIAMS SONOMA INC Consumer Cyclical 13,075.0 $2.3M 0.03% -256.0 -1.9% $178.59 +7.8%
750 VLYPN VALLEY NATL BANCORP Financial Services 199,583.0 $2.3M 0.03% -23K -10.2% $11.68 +121.3%
751 CVLT COMMVAULT SYS INC Technology 18,351.0 $2.3M 0.02% -2K -10.6% $125.36 -14.4%
752 DRI DARDEN RESTAURANTS INC Consumer Cyclical 12,488.0 $2.3M 0.02% -196.0 -1.6% $184.02 +10.6%
753 LUV SOUTHWEST AIRLS CO Industrials 55,545.0 $2.3M 0.02% -1K -2.5% $41.33 -1.1%
754 BIO BIO RAD LABS INC Healthcare 7,568.0 $2.3M 0.02% -863.0 -10.2% $302.99 -5.0%
755 HRB BLOCK H & R INC Consumer Cyclical 52,615.0 $2.3M 0.02% -9K -14.9% $43.58 -10.8%
756 SLM SLM CORP Financial Services 84,500.0 $2.3M 0.02% -12K -12.2% $27.06 -18.1%
757 HLNE HAMILTON LANE INC Financial Services 17,016.0 $2.3M 0.02% -2K -8.9% $134.31 -32.8%
758 CMS CMS ENERGY CORP Utilities 32,670.0 $2.3M 0.02% +229.0 +0.7% $69.93 +6.6%
759 PEGA PEGASYSTEMS INC Technology 38,143.0 $2.3M 0.02% -5K -10.6% $59.72 -42.5%
760 WRB BERKLEY W R CORP Financial Services 32,237.0 $2.3M 0.02% -244.0 -0.8% $70.12 -3.7%
Page 38 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%